Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
Qualification, Skills and Experience:
- Bachelor’s degree in taxation or a related field.
- Minimum of 1-2 years of experience in VAT compliance.
- Basic knowledge of VAT legislation and SARS requirements.
- Strong analytical and problem-solving skills.
- Effective communication and research skills.
- This role will be performing VAT responsibilities and analyzing financial data. It requires an understanding of the relevant fundamentals and principles, as well as experience.
VAT Responsibilities
- Assist in preparing and filing timely and accurate VAT returns for the organisation.
- Conduct VAT research as required by the VAT Specialist.
- Assist in conducting regular VAT reconciliations and promptly resolving discrepancies.
- Assist in proactively resolving SARS queries.
- Liaise with external auditors to efficiently resolve VAT queries.
- Conduct research for internal training material.
- Financial Management and Control
- Track progress against budgets within established finance systems, and report variances to more senior colleagues.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Data Management
- Help others get the most out of data management systems by providing support and advice.
Insights and Reporting
- Extract and combine data to generate standard reports.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Information and Business Advice
- Resolve complex queries from internal or external customers or suppliers by providing information on policies and/or procedures, referring the most complex issues to others.
Financial Policies, Guidelines and Protocols
- Assist with the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Analytical Thinking, Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Encoding, Data Modeling, Data Query, Document Management, Financial Auditing, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Summarizing Data
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Job Description
Qualifications, Skills & Experience:
- Honor's Degree in Taxation or a related field.
- Minimum of 3-5 years of experience in VAT compliance and advisory.
- Strong knowledge of VAT legislation and SARS requirements.
- Excellent analytical and problem-solving skills.
- Effective communication and training skills.
- This role ensures the preparation and review of all monthly reports on all tax aspects and is responsible for reviewing all income tax and VAT returns.
VAT
- Prepare and submit timely and accurate VAT returns, ensuring compliance with SARS requirements.
- Advise on VAT implications for business transactions and new projects.
- Prepare VAT apportionment calculations.
- Conduct regular VAT reconciliations and promptly resolve discrepancies.
- Proactively resolve SARS queries.
- Maintain proper documentation and records for VAT audits and inspections.
- Liaise with external auditors to efficiently resolve VAT queries.
- Provide training and support to internal teams on VAT-related issues.
- Perform systems and documentation VAT health checks across the organisation.
- Stay updated on changes in VAT legislation.
- Implement necessary adjustments based on legislative changes.
- Provide oversight to subsidiaries to ensure VAT compliance and VAT risk management within the OMI Group.
- Conduct internal audits across the subsidiaries.
- Attend to VAT queries from OML Group Tax.
- Assist junior staff in developing their technical and soft skills.
Tax
- Develop and/or deliver a plan for significant elements of the tax systems, with guidance from senior colleagues.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Data Management
- Manage basic aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating basic elements of the data management systems to deliver prescribed outcomes.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Financial Policies, Guidelines and Protocols
- Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Financial Management and Control
- Work within established systems to deliver prescribed outcomes for a designated area of financial control.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Budget Management, Computer Literacy, Database Reporting, Data Compilation, Data Controls, Data Query, Evaluating Information, Financial Accounting, Financial Analysis, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Taxes, Tax Preparation
Competencies
- Business Insight
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The Old Mutual Multi-Manager business is hiring for a Portfolio Implementation Specialist.
- This role is crucial in ensuring that investment strategies are efficiently executed across multiple portfolios and typically involves a blend of analytical, operational and tactical responsibilities. This position will be based in Cape Town.
Key responsibilities will include amongst others the following:
- Assistance with implementation of new products and liaising with other teams involved in delivering new products.
- Review daily asset manager instructions.
- Timeous re-alignment and management of fund cash flows - Oversight of cash inflows and outflows, to ensure efficient execution of investment mandate and client instructions.
- Actively working to improve the implementation process using formal workflow structures, systems and effective communication lines between all parties involved.
- Assist Portfolio Managers with the construction and implementation of live target portfolios.
- Produce and review rebalance instructions.
- Involvement in broader Multi-Manager team automation projects.
- Managing trade execution impact on bank reconciliations.
- Manage fee process and execution of trades with investment managers.
Qualification Skill and Experience:
- Relevant bachelor's degree in finance, economics, mathematics, or a related field.
- Relevant experience within asset management or a multi-manager environment.
- Analytical Skills: Strong ability to analyze data, assess risk, and make data-driven decisions.
- Attention to Detail: Precision is critical to avoid errors in trade execution and portfolio rebalancing.
- Knowledge of Financial Markets: Deep understanding of multi-asset class investments and trading dynamics.
- Communication Skills: Ability to convey complex investment strategies and performance results to both technical and non-technical stakeholders.
- Problem-Solving Abilities: Aptitude for identifying challenges and developing solutions to improve implementation processes.
- Deep understanding of products and manager fees
- 3-5yrs relevant experience.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Job Description
- Old Mutual Group Assurance is a leading provider of Group Life, Funeral and Disability products in South Africa. You will be mainly responsible for the co-ordination and allocation of all tenders, and for tendering on the Group Risk Assurance product range
Role Description
- Screening and analysing of New Business tender requests.
- Compiling and analysing of claims experience for larger arrangements
- Establishing and maintaining relationships with internal and external stakeholder
- Respond to and resolve enquiries from various stakeholders and clients
- Interpret requests from clients and deliver accordingly
- Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
- Conform to Service Level Agreements with relevant stakeholders
- Provide quality service to clients/intermediaries – a passion for service excellence
Key Results Areas:
Documentation Processing
- Provides an indirect service to customers and intermediaries.
- Responds to immediate administrative requirements within procedure.
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards.
- Uses standard administrative techniques to coordinate own work
Personal Effectiveness
- Accountable for service delivery through own efforts
- Strong work ethic
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months
- Makes increased contributions by broadening individual skills
- Collaborates effectively with others to achieve personal results
- Accepts and lives the company values
- Ability to work under pressure and meet tight deadlines while maintaining high levels of accuracy and quality
- Problem solving skills
Quality Assurance
- Adheres to service and quality standards
- Performs quality checks on own work
- Performs quality checks on the teams work
Requirements
- Matric (with Mathematics)
- Insurance industry experience
- Working knowledge of pricing and rating principles in a group risk environment
- In-depth knowledge/experience working within and pricing in a Group Assurance/Risk environment is compulsory.
- Proven numerical ability / mathematical reasoning skills
- Computer literate and proficient in MS Office programmes e.g. Word & Excel
- Have the ability to plan and prioritise effectively
- Have sound analytical and problem solving abilities with a focus on attention to detail
- Customer centric
- Have strong communication and interpersonal skills
- Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
- Enjoy working in a progressive environment
Skills
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
Accounting Records
- Responsible for creating, verifying, and maintaining accounting records.
- Implements accounting processes, systems, and controls for product.
- Provides commentary on financial results and implications and advises on corrective action to be taken.
- Generates financial information.
- Analyses and reports on variances.
Financial Control
- Performs a root cause analysis of all reconciling items to identify the appropriate remediation required.
- Monitors the remediation to ensure that all remediation is being actioned correctly within agreed timelines.
- Maintains suitable financial control environment.
- Understand root causes of reconciling items and agrees on remedial action with relevant parties/vendors to eliminate reoccurrence.
- Monitor effectiveness of controls and identify and implement any additional controls required.
- Performs testing and provide sign-off of remedial action before implementation into production.
- Key involvement in projects.
Governance and Compliance
- Accountable for governance and compliance at an operational level.
- Maintains suitable financial control environment.
- Monitor effectiveness of controls and identify and implement any additional controls required.
- Responsible for audit liaisons as per tax, legislative and statutory requirements and provide input into the audit process.
Management Reporting
- Generates internal management reports to report on internal controls and processes, as well as the financial position of the products.
- Interacts with business unit line managers on financial outcomes, expense trends, etc.
- Provides financial assistance and training to segment finance teams.
- Provides assistance to the actuaries, auditors and other parties requiring information as needed.
Role Minimum Requirements:
- Financial Tertiary Education (B. Com., B.Compt., etc.) with at least 5 years’ relevant experience preferably in a financial services environment.
- Articles would be advantageous.
- Action orientation, self-starter, decisive and fast paced.
- Ability to work under pressure.
- Superior analytical and interpretation skills.
- Excellent interpersonal and relationship building skills.
- Verbal and written communication skills.
- Ability to interact at all levels with stakeholders.
- Solid planning, organising and time-management skills.
- Must be an innovative and strategic thinker.
- Good application of business principles
- Attention to detail
- This vacancy is based in the SAT Finance team reporting to the Senior Product Accountant and will be responsible for products migrating onto the SAT platforms. The role overseas the ledger maintenance, reconciliations, internal reporting and interactions with Segment finance teams and various other stakeholders. The role is individually accountable for achieving results over periods of 3 months to a year with a focus on governance and compliance at an operational level, preparation of management dashboards, interpretation of financial data as well as implementation of accounting processes, systems, and controls for a product. The successful candidate requires a solid financial grounding.
- Accountable for the delivery of all the related financial reporting and control deliveries to various internal stakeholders in terms of monthly, quarterly, and annual deliveries and includes all relevant control accounts.
Responsibilities
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Financial Management and Control
- Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Financial Information Systems
- Support the implementation of financial systems process changes and enhancements; ensure all changes are effectively implemented.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Budgeting
- Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Skills
- Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Management Accounting, Policies & Procedures, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
Method of Application
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