Fresh Positions at Liberty Group South Africa

Purpose

• To provide specialist legal advice and support in areas that require specialisation and to enable the provision of sound legal consultation services, with a primary focus on the development of new Risk products and the ongoing legal management and maintenance of existing Risk products in line with the changing regulations.

Qualifications and Experience

• Bachelor’s degree in law.
• Admitted Attorney.
• 2-3 years’ experience in Financial Services would be advantageous.
• Knowledge and understanding of the insurance and financial service sector would be beneficial.
• An understanding of relevant financial services legislation;
• Knowledge and understanding of products and product structures.

Skills

• Commercial thinking and business acumen with an awareness of commercial objectives of the organisation;
• A good working knowledge of the legislation and regulations impacting the financial services sector;
• Ability to apply concepts of knowledge / skill without requiring supervision;
• Ability to make quality decisions under pressure;
• Ability to provide technical guidance when required; 
• Ability to proactively identify issues that may affect the products;
• Good letter writing and verbal communication skills;
• Ability to effectively manage working relationships with team members as well as internal and external clients;
• Good time management skills

Interpersonal Skills

• Demonstrate an understanding of the consulting process as it relates to partnering with our clients to diagnose their needs, developing a realistic response, planning and implementing an intervention and evaluating results in a manner that yields the desired outcome.
• Developing and maintaining ongoing working relationships, networks and partnerships, requiring personal interaction and mutual support to help achieve business goals.
• Effectively meeting client needs, understanding and exceeding client expectations and requirements using the relevant technical skills, business acumen and optimal resources.
• Applying effective verbal, non-verbal and written communication methods to achieve desired results.
• Presents ideas effectively to individuals and groups.
• Understands team dynamics and uses flexible interpersonal style to contribute to the effective functioning of teams and facilitate the completion of team goals.

Interpersonal Competencies

• Confident and assertive with an understanding of oneself and the impact they have on others.
• Continuously learns and improves through applying an open and proactive approach to work.
• Builds credibility and trust through being honest, ethical and fair.
• Shows pride and a love for the work that they perform.
• Willingness and support for learning and development opportunities in the advocacy and regulatory discipline and area of expertise.        
• Both big picture strategic thinking and attention to detail required.
• Analytical thinking.
• Results, solution and execution focused.
• Organised, initiative and deadline driven.
• Self- management (planning, prioritising & time management).
• Ability to efficiently deal with high volumes of work and work well under pressure.

Key Responsibilities

• Meet tactical and operational needs by identifying, diagnosing and/or addressing product-related problems in own discipline;
• Provide advice to business on various legal and technical matters in line with the legal framework, applicable legislation and best practice standards;
• Vetting of the policy documents of new products that are being developed, as well as changes made to existing/legacy products;
• Attending to general legal queries and providing general legal advice and opinions.
• Identify and communicate current and anticipated legal issues or risks.
• Deliver exceptional legal service that exceeds customers’ expectations through proactive, innovative and appropriate legal solutions.
• Work collaboratively across the IAM business to provide excellent and effective legal advice and opinions.
• Contribute towards a TCF service excellence culture, which builds positive relationships and provides opportunity for feedback and exceptional service;

Additional Key Responsibilities

• Working closely with the product development teams, internal marketing teams, compliance and tax teams across the various business areas for product related matters;
• Working closely with Product development- and internal Marketing and Technical marketing teams to ensure all legislative requirements are complied with when products are advertised and marketed to clients and/or potential clients, as well Brokers and Financial Advisers.
• Working closely with the Legal Dispute Resolution team to rectify risks that have been identified for product related matters by the said team during the litigation/dispute resolution process.
• Vetting the various communication documents relating to Risk products that are sent out to policyholders.
• Vetting all marketing and product related communications that are circulated to the public and the various distribution channels;
• Provide advice on the rights, responsibilities, disclosures and available options related to products.

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Purpose

• To perform data analysis administrative duties, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Higher Certificates and Advanced National (Vocational) Certificates [NQF Level 04] in Finance Economics and Accounting

Additional Minimum Qualifications

Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Effectively extract, consolidate and analyse data to enable the optimal interrogation thereof in order to provide reliable management information.
• Analyse data and provide monthly reports that reflect insight into tendencies and patterns.
• Continuously update data measuring complaint/s quality outputs and ensure availability for analysis purposes.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

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Purpose

• Senior lead in the proposition team responsible for the STANLIB/Liberty LISP. To ensure that the company's product range is structured to meet client needs and that it is appropriately positioned and priced compared to the industry.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

• Postgraduate Degrees and Professional Qualifications [Level TBA: Pre-2009 was L7] in Finance Economics and Accounting

Additional Minimum Qualifications

• Relevant Professional qualification (e.g. CA, CFA, Actuary, MBA)

Outputs

Process

• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
• Conducts research, analysis, modelling and development of various investment products and services, both locally and globally focused on LISP investments.
• Ensures that the company’s product range is structured to meet client needs and that it is appropriately positioned and priced compared to the industry.
• Provides analytical support and possesses a strong knowledge base of product rules, general legislation, understanding on investment products and taxation to support team in decision-making forums.
• Works closely with the Retail Solutions Investment management team and other product specialists to investigate and analyse product opportunities and product features for existing and new product suites.
• Conducts research and analysis of new product features and opportunities.
• Presents research, data segmentation and content to business stakeholders in decision making forums.
• Drives identified, smaller project strategies, new products or services from concept stage through design and ensures successfully roll out to market.
• Supports internal departments with analytically complex and technical queries relating to product suite, queries or deliverables.
• Implements and maintains a structured process to review competitor products in conjunction with the technical marketing function.
• Prepares reports for internal decision making and distribution supporting information documents.
• Maintains product specification documents for all existing and proposed products and checks product related marketing content for product accuracy before roll-out.
• Provides assistance with feasibility analysis on new product opportunities.
• Conducts data segmentation to assist in identifying product and servicing opportunities.
• Conducts modelling of various investment structures for review of existing and design of new product structures.

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Purpose

• To deliver secretarial support services of a business and personal nature to an Executive through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

• Organise and arrange the logistical arrangements of meetings in an effective and efficient manner according to predefined standards.
• Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
• Type, edit and generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Assist in the management of diaries and calendars effectively and efficiently in alignment with performance objectives.
• Perform secretarial duties effectively and efficiently in alignment with performance objectives.
• Arranges business and personal travel plans, itineraries, travel documents and compiles documents for travel-related meetings.
• Sort, read and annotate incoming mail and documents and attach appropriate files to facilitate necessary action.
• Maintains filing and records management system and other office flow procedures to ensure easy retrieval.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

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Purpose

• To provide specialist legal advice and support in areas of specialisation required in Liberty Corporate. Liberty Corporate Benefits is a Business Unit within Liberty Group Limited that provides tailor made solutions for employers to provide their employees with retirement savings, insurance benefits and annuities.
• To The purpose of the role is to manage and mitigate legal, regulatory and commercial risks by providing effective, concise, accurate and timely legal support and advice to the Business. The incumbent will also be responsible for providing legally sound solutions to the Business not only relating to products, services and applicable legislation, but must also ensure that such solutions contribute to the Business goals and realisation of the Business' strategic objectives.

Qualification and Minimum Requirements

• An admitted attorney or advocate;
• Minimum 3-5 years’ legal experience in Financial Services especially in the pension funds industry; 
• Technical and practical knowledge and understanding of the pension funds industry, insurance and financial services sector;
• An understanding of relevant financial services legislation.
• A good working knowledge of the legislation and regulations impacting the financial services sector with specific focus on the pension funds industry;
• Commercial thinking and business acumen with an awareness of commercial and strategic objectives of the organisation;
• Ability to negotiate settlements, resolve disputes with members, regulators, Pension funds adjudicator and propose possible workable solutions;
• Ability to proactively identify issues and legal risks that may affect the business;
• Ability to effectively manage working relationships with team members as well as internal and external clients.

Responsibilities

• Assist Head of Legal: Liberty Corporate in achieving and executing legal strategy relating to Liberty Corporate
• Provide legal advice to the business on various legal and technical matters in line with legal framework and best practice (including divorce and maintenance orders, section 37C distributions, fund rules, product queries)
• Keeping abreast of new legislation, case law and regulatory changes and advising business stakeholders of potential impact (including the PFA, LTIA, TCF, POPI, FAIS Act, ITA, FSR Act, Insurance Act)
• Provide legal and regulatory support to the Liberty Group sponsored funds
• Support and assist the Complaints Management team with FSCA, Pension Funds Adjudicator and ombudsman complaints and queries
• Provide legal and technical support to the Rules Drafting team and review Rules and amendments when required
• Review, vetting and approval of policy documents, member communication, forms, reports and marketing relating to the business
• Drafting, vetting, and negotiation of contracts, and service level agreements relating to the business
• Researching complex legal matters and providing legal opinion into business projects and product development
• Deliver exceptional legal service that exceeds customers' expectations through proactive, innovative and appropriate legal solutions
• Research and issue quarterly publications on legal and regulatory issues
• Training of internal staff as and when required on legal matters
• Cultivate and manage objective working relationships with a variety of stakeholders, including external attorneys and counsel, industry bodies and regulators and act as ambassador of the organisational brand
• Work collaboratively across Liberty to provide excellent and effective legal advise
• Contribute to a TCF service excellence culture, which builds relationships and provides opportunity for feedback and exceptional service
• Complete specific reports, statutory documentation and registers, in order to ensure that administrative procedures associated with litigation functionality are complied with and specific deadlines are adhered to
• Cost Management 

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Purpose

• To provide specialist advice and support in the development and implementation of business development and associated service delivery processes, methods and techniques; enabling the provision of sound planning/forecasting services.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Outputs

Process

• Advise on and assist with the development of business plans and proactively identify new opportunities with the relevant stakeholders.
• Contribute to efforts related to the development of innovative business models to support the development of new business initiatives.
• Identify business opportunities and develop customer relationships for the acquisition of new business to achieve identified targets.
• Determine operational feasibility by evaluating analysis, problem definition, requirements, solution development and proposed solutions.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.