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  • Posted: Dec 21, 2023
    Deadline: Not specified
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    Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
    Read more about this company

     

    MFC HR Business Partner - Bloemfontein

    Job Description

    In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.

    This role provides input into BU and Segment People Plan with the core focus being on developing and implementing tactical HR people plans to drive organisation effectiveness. The role partners with Senior Management teams and is responsible for the implementation HR plans and advisory services. Individually accountable for achieving results through own efforts, over periods of 3months -1years.

    • Provides input into BU or Segment People plan
    • Develops and implements tactical and operational people plans in response to business and people challenges
    • Partners with Senior Management teams to advise on people challenges and on how to improve people performance of teams
    • Advises on people priorities for the future, using insights from HR Analytics and trends
    • Manages the efficient implementation of the HR Calendar
    • Develops and implements tactical organisational development and effectiveness interventions to address short term business needs
    • Advises Senior Management teams on improving employee engagement at all levels and on building a high-performance culture aligned to the overall segment plan
    • Manages the implementation of the Segment Talent and Leadership plan for a designated area
    • Advises Senior Management teams on how to respond to change efficiently and effectively
    • Manages the adherence to HR controls and implement new controls as required.
    • Manages adherence to transformation plans for the segment
    • Contributes to HR synergies across MFC
    • May manage a small team of HR Professionals in a large business''

    Requirements

    • 5+ years as an HR Generalist or Business Partnership experience
    • A postgraduate degree is advantageous
    • Experience within the financial services industry will be advantageous
    • An ability to demonstrate high personal impact and influence to build a strong, trusted advisor relationship with business leaders
    • Solid employee relations experience

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    Program Lead: Early Careers & Graduate Development

    Job Description

    As Program Lead: Early Careers and Graduate Development, you will work with internal stakeholders and external partners to lead Old Mutual’s youth and graduate development strategy across the African continent.  The incumbent will lead investments and support work to develop and execute on the group’s Pan African strategy of identifying, developing and connecting youth and graduates with opportunities in the markets Old Mutual operates in. Additionally, the role incumbent will lead and consolidates efforts across the Group to position OML as a preferred employer for graduate and scarce skills, including bursars, graduates and interns.

    Key Outputs:

    • Design the direction for the program including a clear set of business and talent outcomes.
    • Custodian of relevant policies and processes and act as escalation point for these - i.e. approve exceptions to policy/changes.
    • Lead the work on the development on new policies, processes, products, innovation and breakthrough solutions in the Early Careers space.
    • Management and coordination of bursary programs to provide a constant and high-quality source of future identified critical skills, establishment of qualified talent and shared talent databases, as well as administration and monitoring of programs and bursars.
    • Coordination of Graduate program intakes that support OML talent objectives, in close collaboration with Talent Management, segment HC Executives, and segment TA.
    • Coordination and advisory with regard to intakes for specialist early career programs that support OML talent objectives, in close collaboration with Talent Management, segment HC Executives, and segment TA.
    • Thought leadership, research and benchmarking leading practices, frameworks and market trends.
    • Contribute to a culture of data driven talent decisions, supporting OML objectives to attract and select high performing, value-aligned talent.

    Requirements: Skills, Qualifications and Experience required

    • Relevant tertiary qualification equivalent to a bachelor’s degree, with an Honours Degree preferred.
    • 5-8 years’ experience leading outcomes-based education related programs, covering multiples geographies.
    • Proven track record of impactful contributions at industry level, e.g., conference speaking, leading webinars, contributing to respected subject matter publications, etc.

    Key Attributes Required

    • Ability to build high quality, credible and sustainable relationships and networks across all functions and levels within the organisation and externally.
    • Outstanding communication skills both written and verbal.
    • Organised & efficient, attention to detail, implementation, planning & execution.
    • Superior time and project management skills
    • Ability to handle ambiguity & complexity.
    • Superior data, analytical and reporting skills
    • Strong overall business acumen
    • Ability to solve problems; working collaboratively.

    Essential Competencies

    • Examining Information
    • Taking Action
    • Interpreting Data
    • Producing Output
    • Articulating Information
    • Embracing Change
    • Providing Insights
    • Upholding Standards

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    MFC Salaried Financial Advisor - Modimolle

    Job Description

    This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

    The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

    Role Description

    Key /Performance Areas

    Financial Advice

    • Provides advice in line with the customer value proposition & compliance framework.
    • Works in specific allocated markets.
    • Works with a specific range of products.

    Personal Effectiveness 

    • Accountable for service delivery through own efforts. 
    • 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.

    Relationship Building

    • Establish sound working relationships and maximises opportunities with prospective clients.
    • Uses appropriate interpersonal and communication techniques to gain client acceptance.

    Sales/ Productivity

    • Develops, tracks & reviews business plan to meet individual performance targets.
    • Engages in limited prospecting.

    Requirements: Skills, Qualifications and Experience required

    • Grade 12 (Matric).
    • Valid Driver’s licence and Own Car
    • FAIS Compliance
    • Clear criminal and credit check
    • Minimum of 3 years working experience (preferably in sales)
    • Computer literacy (MS Word, Powerpoint and Outlook)
    • Excellent communication skills (written and verbal)
    • Presentations skills an added advantage

    Attributes / Competencies

    • Client Focus 
    • Decision Making 
    • Planning & Organising
    • Sales Ability
    • Technical Knowledge
    • Tenacity

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    Lead Group Tax Reporting Analyst

    Job Description

     

     

     

     

    This Cape Town based role is within Group Tax, in the Old Mutual Group Tax Reporting team, reporting to the Head: Comprehensive Tax Reporting. The Group Tax Reporting team comprises of senior specialized tax professionals dedicated to tax reporting and compliance of the Old Mutual Group of companies.

     

    The role of Lead: Group Tax Reporting Analyst is to co-ordinate and manage the efforts of the Group Tax Reporting team. The Group Tax Reporting team is ultimately responsible for accurate, efficient and timely tax input into the wider Group Finance Reporting team for financial reporting purposes, to ensure that Old Mutual Limited as a listed entity meets its tax reporting requirements in line with tax transparency practices, adequate disclosure and reporting to relevant stakeholders. The Group Tax Reporting team is also responsible for interrogating the tax numbers out of the financial reporting systems, managing, computing, collating and consolidating the tax reporting requirements (including detailed computations and disclosure in the annual financial statements) across all the Old Mutual Segments (eg Long term and Short term insurance, the Asset Management, Wealth and Investment, as well as the Rest of Africa). The Group Tax Reporting team is also responsible for producing the Tax Transparency Report, a supplementary report to the Group Integrated Reporting Suite, guided by the Tax Standard GRI 207 and Principles of Responsible Investment.

     

    The focus of the Group Tax team is to provide expert knowledge and support to businesses in the Old Mutual Group as well as the wider Group Tax team, to ensure that the Group effectively and efficiently integrates tax numbers and transparency into business processes for decision making and reporting.  The team is proud to lead the Old Mutual Limited Group disclosure and communication on the Group’s tax contribution in a realistic, transparent manner.

     

    Role Overview

    The role will primarily be responsible for managing the OML Group Tax reporting process, business planning and forecasting process.

    • Tax compliance of OML entities, review of tax returns (across tax types), Tax Ruling applications to SARS on behalf of the business, provide adhoc tax advice, responding to SARS correspondence and tracking SARS payments
    • Prepare and provide guidance in completing the standardised tax pack sign off to the Group Tax reporting team. This includes IFRS Income statement, Balance sheet, Tax notes, Headline Earnings and Adjusted Headline Earnings (“AHE”) figures with commentary
    • Consolidation of Group results, including segmental and line of business submissions, commentary and headline earnings and AHE tax for group sign off
    • Prepare detail Group IFRS ETR and tax reconciliation analysis files, consolidate and review BU commentary
    • Manage Tax Reporting process stakeholders
    • Review tax consolidation journals
    • Review the AFS and segmental sign off process for input into the AFS. Review OML statutory tax disclosure notes as per the AFS prepared by Finance AFS team and agree to HFM.
    • Monitor IFRS and AHE ETR for the Group on a monthly basis
    • Analyse and review Consolidated Tax balances. 
    • Preparation of the Tax Transparency Report and consolidate inputs such as Total Tax Contribution.
    • Review of the tax accounting processes
    • Implementation of tax systems and ensure that all tax accounting requirements are met.
    • Review / prepare adhoc tax reporting requirements from time to time
    • Implementation of Group Tax Policy across the business
    • Review Voluntary Disclosure submissions and penalty remissions letters to SARS
    • Assist with audit queries and other stakeholders queries

    Key Result Areas

    Execution to deadlines, effective processes to ensure timely reporting and accountability by living Old Mutual’s values:

    • Demonstrate the ability to make commercial decisions using sound judgement, a strong work ethic and irreproachable integrity
    • Demonstrate the ability to engage, collaborate and partner with different stakeholders in order to successfully establish adequate processes for reporting on complex business transactions and circumstances
    • Demonstrate the ability to remain resilient and focused in a dynamic, pressured and demanding environment
    • Demonstrate the ability to mentor, motivate, develop and lead talented professionals, actively support individual growth aspirations and enable succession planning in accordance with employment equity policies
    • Lead by example to cultivate a culture of high performance, commitment to deadlines and solutions-orientated team work and team support that encourages optimal levels of employee confidence and job satisfaction
    • Demonstrate innovative thinking, consistent energy, drive, creativity and perseverance in order to deliver high quality results and meaningful narratives/reports
    • Manage team resource capacity while ensuring enhanced team productivity, efficiency and effectiveness
    • Maintain continuous tax representation in investment origination forums, product and risk committees and financial management meetings - in order to enable strategic tax input in investment assessment, product design and financial decision making processes.
    • Work together with and maintain continuous internal stakeholder engagements that strengthen relationships of trust
    • Laser focus on integration, alignment and continuous improvement of tax reporting and sign-off processes, within Group Tax (including but not limited to, Tax Attestations to the CFO/Board, Tax Segmental Reporting, Audit Committee Tax Reporting, Stakeholder Reporting (ie Integrated Report and response to Investor Relations/JSE special requests, etc), with Group Finance and Corporate Risk and Governance processes

    Tax technical, computations and advisory/commercial competence

    Taxation Law & Practice

    • Demonstrate strong, breadth and depth of knowledge of tax legislation in general (statutory, regulatory and common-law rules), proposed changes to tax legislation and interpretations or best practice
    • Demonstrate the ability to engage with external stakeholders (eg, ASISA, SAICA, SARS and National Treasury etc) including participation on industry bodies/committees on tax legislation, tax practice and national tax strategy, and participate in and influence policy formation
    • Communicate tax technical and compliance and reporting updates and provide adequate training and assistance to stakeholders/business segments on changes to ensure quality reporting (eg deferred tax, etc)
    • Communicate and explain the application of tax legislation and the difference in accounting treatment, with regards to unusual and complex business transactions
    • Implement and monitor continuous process improvement, required controls and governance in response to proposed changes in tax legislation (that is, anticipate impact on business segments and reporting), while identifying potential tax risks and providing strategic direction to the business
    • Input into Old Mutual Group strategy on tax de-risking and mitigation or management of tax risk, in order to ensure minimization of negative tax impact on the Old Mutual Group
    • Lead input on behalf of Group Tax, in wider OML Group teams involved in changes to reporting systems/formats/structures, to ensure that Group Tax Business Requirement Specifications are included in Group wide projects for product/process improvement and test against parameters to ensure BRS met before project signed off.
    • Identify opportunities for tax reporting process improvement, standardization where relevant, data quality and system changes to improve quality, transparency and effectiveness of tax reporting
    • Knowledge of IFRS 17 impact and/or other IFRS impact on the OML Group

     Taxation Computations/Tax Reporting Packs

    • Demonstrate a strong command of tax reporting in general and ability to lead a team to achieve effective, timely reporting to deadlines (ie, deferred tax rules, principles of deferred tax proof, 5 Funds splits, effective tax rate reconciliations (by line of business, AHE ETR, and IFRS ETR), tax transparency (ie GRI207 criteria, PRI criteria, JSE (Tax) Disclosure requirements), IFRIC 23/IAS 37 provisioning, broad principles of transfer pricing benchmarks and disclosure, etc)
    • Demonstrate the ability to take a pragmatic approach and apply tax technical knowledge in preparation and review of tax computations/reporting across tax types - in consultation with Tax Subject Matter Experts in Group Tax – in order to ensure accuracy, completeness and quality compliance and reporting.
    • Provide Business Segments and own team with thought leadership, strategic and technical guidance in the completion and review of tax computations/deferred tax proof/disclosures, etc
    • Monitor completeness and accuracy of tax information for tax reporting
    • Identify and evaluate impact of differences between tax returns submitted and assessments from Revenue Authorities versus tax disclosure in annual financial statements and identify the appropriate action in response to these (ie prior year adjustments, overs-unders provisions, etc)

    Tax Accounting

    • In addition to the above, strong numeracy and literacy skills and the ability to apply tax technical knowledge in order to ensure correct accounting treatment/provisioning for the tax consequences of transactions/new products in the financial statements of business segments
    • In addition to the above, demonstrate a deep understanding of the tax accounting standards in order to resolve unusual and complex tax accounting issues in accordance with applicable accounting standards
    • Recommend and advise on process improvements for tax accounting/reporting outcomes
    • In addition to the above, compute tax analytics and assess tax contribution trends across all taxes on a regular basis

    Tax Advisory

    • Demonstrate the ability to analyze transactions and new products from a tax perspective, and to make recommendations for changes in order to comply with tax legislation
    • Provide tax technical, pragmatic commercial and transaction implementation advice on, inter alia, financial structured investments/divestments and products (including preference shares/hybrid instruments), derivative transactions, group mergers and acquisitions, fund (regulated and non-regulated) structuring, offshore expansions, tax due diligences and projects undertaken
    • Provide targeted tax technical training to business units to ensure tax quality tax compliance and reporting/disclosures, implementation of tax advice, and timely consideration and/or identification of tax implications of new transactions

    Qualifications, Skills and Required Experience

    • Qualified CA(SA), with H Dip Tax (or Honors / Masters in Tax)
    • A minimum of 6 to 10 year’s tax reporting experience in a financial services/ insurance environment (insurers and/or banks) or professional services (Big 4)
    • Tax Risk management/oversight experience an advantage
    • Some exposure to transformation of tax reporting functions (across people, process, data, technology) would be a distinct advantage
    • Deep knowledge of financial services industry and relationships with key stakeholders (e.g. SARS, National Treasury, etc.) in general and life/short term insurance specifically, would be advantageous

    Personal attributes

    • Strong numeracy and literacy skills, in particular, excellent verbal and written communication skills
    • Ability to lead, develop, interact, work with and manage diverse teams
    • Strong forward-thinking and analytical skills
    • Pragmatic and assertive
    • Logical thought processes and critical thinking skills resulting in sound judgment and effective decision-making/recommendations
    • Accountable for high quality service delivery through individual effort and lead Tax Reporting team to meet reporting deadlines, under pressure
    • Able to collaborate with management and teams effectively across functional disciplines and segments of the business
    • Adaptable and ability to cope with a dynamic environment
    • Demonstrate reliability, integrity and professionalism
    • Demonstrative ability to be a self-starter and able to execute effectively
    • Must be prepared to commute to JHB as required

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    Senior Solution Architect - JHB

    Job Description

    The Senior Solution Architect primarily works with the business domain experts and business leadership to craft a solution that is fit for purpose from a business perspective. They focus their attention on a solution package to make sure that it operates effectively as part of the whole as well as independently as a stand-alone solution.
    Focusses on the technical and business feasibility of a solution and ensure that it fits within well-established patterns and guidelines laid down by the Enterprise architects and solution practice architects. Takes responsibility for the quality, commercial compliance and technical integrity of the solution being delivered back into the business.
    Works actively with a range of stakeholders including senior technology / platform systems analysts from across the operational space (both internal subject matter experts and those of the chosen suppliers) to ensure that patterns incorporated are future fit and ensures scalability and resilience of the solution built. Leads a small team of solution architects under his/her guidance.

    Create solution architecture and visible pipeline of target capabilities

    • Responsible for defining end-to-end solution architecture strategies and roadmaps that encompass the current and future needs of the business, IT and the product platforms. Consistently align with the technology (including cloud) aspirations of OM and guide the evolution of the solution in line with these.
    • Responsible to develop and maintain up to date As-Is and To-Be conceptual, logical and physical architectures of the solution/platform that are easily accessible for usage and guidance.
    • Manage dependencies across platforms and systems and keep these well documented, updated and available for decisioning.

    Enablement and support

    • Responsible for the preservation of technical architectural IP by utilising version control practices.
    • Enable management levels by providing appropriate reporting – technical and non-technical reporting that includes team planning, forecasting, milestones, strategic plans and other relevant artifacts.
    • Participate in peer reviews (code, solution, testing etc.) system and solution demos, and transfer knowledge and capability across delivery teams for improved solutioning with the aim of evolving architectural practices and guiding solution delivery. Facilitate design reviews with team.
    • Models, defines and collaborates around designs with business and enterprise stakeholders.

    Compliance:

    • Provides critical input into the operational readiness and resilience components of the solution.
    • Ensures delivery fits within the guidelines published by enterprise / solution practice architects complies with the IT strategy. Works closely and continuously with Enterprise Architecture Chapter Leads and heads to ensure enterprise-wide compliance to architectural standards and guardrails.
    • Oversees the implementation of new integration services to ensure they adhere to the signed off solution architecture designs.

    Continuous Improvement

    • Continuous research and development of solution architecture technologies, patterns and designs for scale, resilience and innovation.
    • Monitors the external environment to gather intelligence on emerging technologies and translate information into appropriate response within the affected solutions.
    • Serve as Old Mutual representative to align solutions from Managed service providers with internal standards and expectations that relate to technical delivery, performance, security.

    Financial costing, Risk & Governance

    • Apply and maintain all Old Mutual architecture risk governance, compliance & regulatory standards and frameworks within the platform/solution to guide delivery.
    • Models and defines the financial implications and considerations of potential solutions. Identify and evaluates alternative architectures and the trade-offs in cost, performance and scalability.
    • Apply FinOps principles as part of the design/architecture process so that the designed solution caters for an optimal operating practice that leverages fit-for-purpose technologies and can be consistently predicted and monitored.
    • Fully represents OM’s needs and requirement for optimal costing, reduced risk, adequate governance and adherence to technical and non-technical when dealing with vendors and Managed service providers.

    Strategy:

    • Operate across both the technical levels within the enterprise architecture and the value chain to develop holistic, sustainable and integrated solutions that are underpinned by designs, standards, patterns and methodology that align to OM best practice guidelines.
    • Identify, design and deliver relevant, scalable, testable and reusable architecture artifacts that contribute to the overall enterprise technology solutions.
    • Provides options and recommendations to business stakeholders to guide the best business decisions based on the different solution alternatives and patterns.
    • Provides thought leadership that aligns current work and designs with future aspirations of the organisation and be leveraging the latest advances in technology while designing solutions with the end customer in mind.

    Technical Consultation:

    • Analyses business processes and architectural solutions to determine optimised architecture patterns that could deliver value through improved cycle times, lower costs and improved quality.
    • Responsible for understanding client requirements, collecting data, analysis and problem resolution.

    Defines a solution and ensure that it:

    • Meets the business requirements.
    • Meets the functional and non-functional requirements.
    • Fits within the guidelines published by the enterprise / solution practice architects.
    • Complies with the overall IT strategy.
    • Can be readily leveraged by other parts of the business.

    Ensure that the usage guidelines relevant artifacts are documented, published and discoverable – including technical guidelines and API consumption details.

    • Build and evolve the architectural capability of delivery teams across the business – through active coaching and information / knowledge sharing.

    Personal Effectiveness:

    • Ability to explain the complex architectural constructs in simple terms to facilitate a common understanding and drive desired technology decisioning.
    • Collaborates effectively with others to achieve targeted results and drive strategic intent of OM.
    • Individually accountable for managing own time, tasks and output quality for periods of 3 months to 1 year.
    • Assist in the demand and workload planning for projects and portfolios that they are part of.
    • Align own behaviour with the organisation culture and values.
    • Proactively lead the implementation of agile practices, remove barriers to success and ensure seamless delivery in a continuously changing work environment. Incorporate agile ceremonies where possible to improve team velocity.

    Minimum Qualifications/Experience (Required for the job)

    • Bachelor’s degree in engineering, Computer Science, or Information Systems.
    • 5 – 10 years’ experience in in a Software Engineering or Solution Architect capacity.
    • Previous experience in a leadership and architect capacity 3-5 years.
    • Skilled at aligning disparate agendas for the wider organisation enablement and strategic purpose.
    • Experience in working with teams in a complex IT environment and must have a sloid foundation of IT technical skills (previous experience as a programmer, solution designer or equivalent).
    • A solid grasp of IT and architecture concepts, patterns, principles and technologies.
    • Firm grasp of enterprise integration patterns and experience defining and implementing these.
    • Experience in software modelling.
    • Knowledge of IT governance, operations and best practices.
    • An acute understanding of how to prioritize change and how to manage multiple related change programs.

    Additional Qualifications/Experience (preferred, not a requirement)

    • Certification and working knowledge of Enterprise Architecture methodologies (e.g. TOGAF, Zachman, SOA, ITIL, COBIT, etc.)
    • Certifications like AWS Certified Solution Architect or relevant credentials desired.

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    OMF Financial Consultant (Daveyton Mall)

    Job Description

    • This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

    The incumbent is individually accountable for achieving results through own efforts.

    • Meets monthly sales targets in terms of lending, transactional banking and insurance.
    • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
    • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
    • Accurately capture all client information on Summit as per loan application and supporting documentation
    • Suspend or reject loan applications to be re-quoted as and when required
    • Report suspicious or fraudulent loan application documents to the Branch Manager
    • Explain the Loan Application Process to facilitate client understanding of the process
    • Explain Terms and Conditions of Old Mutual Finance Products to clients
    • Issue copy of Contract / Agreement to Client
    • Print loan agreement for client’s signature
    • Correct altered loan application information sent for rework and reprint for client’s signature
    • Follow up on clients with 1st and 2nd missed instalments
    • Meets collections and arrears targets in terms of lending products.
    • Educates clients on responsible use of credit and effective money management
    • Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
    • Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
    • Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
    • Provides excellent face to face and telephonic service to customers.
    • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
    • Builds sustainable relationships that enhances the brand.
    • Delivers on daily production standards and adheres to service and quality standards.
    • Processing of lending products and verification of the required information.

    Minimum Requirements

    • National Senior Certificate or; (Equivalent NQF level 4)
    • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

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    OMF Financial Consultant (KwaMashu Bridge City Shopping Centre)

    Job Description

    • This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

    The incumbent is individually accountable for achieving results through own efforts.

    • Meets monthly sales targets in terms of lending, transactional banking and insurance.
    • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
    • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
    • Accurately capture all client information on Summit as per loan application and supporting documentation
    • Suspend or reject loan applications to be re-quoted as and when required
    • Report suspicious or fraudulent loan application documents to the Branch Manager
    • Explain the Loan Application Process to facilitate client understanding of the process
    • Explain Terms and Conditions of Old Mutual Finance Products to clients
    • Issue copy of Contract / Agreement to Client
    • Print loan agreement for client’s signature
    • Correct altered loan application information sent for rework and reprint for client’s signature
    • Follow up on clients with 1st and 2nd missed instalments
    • Meets collections and arrears targets in terms of lending products.
    • Educates clients on responsible use of credit and effective money management
    • Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
    • Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
    • Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
    • Provides excellent face to face and telephonic service to customers.
    • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
    • Builds sustainable relationships that enhances the brand.
    • Delivers on daily production standards and adheres to service and quality standards.
    • Processing of lending products and verification of the required information.

    Minimum Requirements

    • National Senior Certificate or; (Equivalent NQF level 4)
    • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

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    Lead Android Engineer - JHB

    Job Description

    The Digital & Data team is a dynamic division within Old Mutual Limited, which seeks to drive digital engagement with customers by being at the forefront of digital development and innovation. Old Mutual’s longstanding history and unquestionable success in the financial industry, provide a solid foundation for expansion of its digital platform. The Digital & Data team applies customer-focused design thinking, agile and lean development methodologies, and continuous delivery practices.
      
    The role of Lead Android Engineer facilitates the development and delivery of quality software. This role requires established coding skills, proven experience in the digital and/or financial sector, and relevant qualifications. The incumbent will work in a multi-functional team to ensure continuous delivery of quality solutions.

    • Build cloud based functional mobile applications at an enterprise level.
    • Create and test software prototypes.
    • Develop technical specifications and software application architecture and designs.
    • Review and refactor code according to coding standards.
    • Contribute to the technical roadmap and vision of the Digital & Data team.
    • Ability to understand and communicate and/or translate complex procedures.
    • Analyse system requirements and provide estimations within a team setting.
    • Work closely with multi-skilled and cross-functional teams e.g. architects, developers, UX designers, business
    • Write clean, testable code.
    • Follow Agile methodologies (SCRUM / Kanban)
    • Work in a DEVOPS culture with analysts, testers and scrum masters
    • Provide afterhours support of applications (you build it, you run it)
    • Provide higher-level technical and programming support to fellow-developers/engineers.
    • Research and recommend programming-related advances to team(s)

    Technical Leadership:

    • Provide technical guidance and mentorship to the Android development team and Android ecosystem.
    • Drive the architectural decisions for Android applications, ensuring scalability, performance, and maintainability.

    Team Management:

    • Lead and inspire a team of Android developers, fostering a collaborative and innovative work environment.
    • Oversee project timelines, resource allocation, and deliver high-quality software within deadlines.

    Code Quality and Best Practices:

    • Set and enforce coding standards, best practices, and ensure the team follows industry-leading development methodologies.
    • Conduct regular code reviews to maintain high-quality code and identify opportunities for improvement.

    Innovation and Continuous Improvement:

    • Stay abreast of industry trends, emerging technologies, and Android platform updates.
    • Drive the adoption of new tools, libraries, and technologies to enhance development efficiency.

    Collaboration:

    • Collaborate with cross-functional teams, including product managers, designers, and backend engineers, to deliver cohesive and exceptional user experiences.

    Problem Solving:

    • Troubleshoot and resolve complex technical issues, ensuring the stability and performance of Android applications.

    Communication:

    • Effectively communicate technical concepts to both technical and non-technical stakeholders.
    • Provide regular project updates and collaborate on project roadmaps.

    Requirements

    • Matric certificate with relevant tertiary qualification
    • 8+ years of experience in Android mobile application development
    • Knowledge of, and experience in mobile frameworks and technologies such as:

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    Commissioned Financial Advisor - Pretoria

    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

    go to method of application »

    Aspiring Financial Advisor - Alberton

    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.

    Education

    • Bachelors Degree (B), High School (Grade 12) (Required)

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

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