Purpose
- To provide specialist advice and support and to work collaboratively within their team and across other teams in the business to deliver exceptional onboarding customer experiences.
Minimum Experience
- 2 - 3 years experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
- Comply to business rules and processes pertaining to the agent set up on the various source systems.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
- Work collaboratively with distribution to ensure IFA and Tied adviser accounts are onboarded successfully with exceptional levels of service.
- Develop deep relationships with adviser back office staff to ensure smooth running of the process.
- Working with marketing and as necessary other departments to develop materials and content which may be client facing to ensure a smooth onboarding experience.
- Ensure that new business and servicing processes operate efficiently including the checking of documents and other regulatory requirements.
- Train adviser office staff to ensure smooth operation and complete understanding of the platform.
- Document all processes and procedures for the onboarding process ensuring version control.
- Develop relationships with Fund Manager Companies to be able to effectively manage any queries regarding proposition.
- Collect data for and triage any requests for amendments to our fund list. Ensure the governance process is followed.
- Use management information to identify where improvements can be made and drive relevant improvement implementation.
- Have complete mastery and confidence in the platform and the processes surrounding it and an exceptional product knowledge of platform funds.
- Help to train new team members in knowledge of products, processes and systems.
- Manage risks and adhere to compliance in line with company policies.
Customer
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Integrate new knowledge attained through formal and informal learning opportunities and apply in the execution of own role.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
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Purpose
- To offer specialized guidance and assistance aimed at optimizing the implementation of technical marketing frameworks. This involves executing predefined objectives according to established standard operating procedures, ensuring efficient and effective operations.
Essential Functions
- Demonstrates adept stakeholder engagement abilities, fostering productive relationships across diverse groups.
- Exhibits autonomy and efficacy in project management, consistently driving initiatives to fruition.
- Possesses a nuanced understanding of varied client archetypes within corporate settings, adeptly tailoring communication strategies for optimal resonance.
- Offers valuable insights for positioning strategies, technical training, and other client-facing deliverables, enhancing overall effectiveness.
- Displays astute awareness of competitive landscapes, skillfully leveraging our strengths to empower our sales and advisory teams.
- Thrives in collaborative team environments, adeptly managing competing priorities with finesse.
- Proactively drives initiatives to elevate brand positioning, thereby bolstering new business acquisition and client retention efforts.
- Crafts innovative tools for members, advisers, and sales consultants, effectively communicating the value proposition of our umbrella offering.
- Maintains a keen interest in the intricacies of corporate benefits, risk management, and investment products, translating insights into tangible marketing assets.
- Demonstrates a keen enthusiasm for collaborating with the distribution (sales force), contributing to presentations, sales collateral, tools, and fostering robust intermediary relationships.
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Actuarial Sciences or related qualification.
- Advancement in actuarial examinations, progressing steadily towards achieving full professional qualification.
Minimum Experience
- 2 - 3 years experience in a similar environment
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Purpose
The primary purpose of the role is to be accountable for legal support and to provide expert and comprehensive legal solutions to all departments and subsidiaries within Liberty group and all its subsidiaries. This will include providing legally sound solutions to the Liberty group with a particular focus on commercial contracts with third parties and corporate transactions (including all mergers and acquisitions, private equity and banking and finance type transactions) and proactively supporting the Board, Group Exco, senior management and their Business Unit on all corporate and commercial transactions.
Minimum Qualifications
- LLB or higher Qualification
- An admitted Attorney or advocate
Experience
- 8 or more years’ post qualification experience and 5 years thereof being in Financial Service Sector
- An in-depth knowledge and detailed understanding of the mergers and acquisitions (both in country and cross border) and general corporate and commercial transactions in the financial service sector;
- Management experience; and
- Expert knowledge of relevant financial services legislation.
Key Responsibilities
Management:
- Managing a team of legal specialists responsible for providing legal support and advice to the Liberty group and its subsidiaries on all corporate transactions;
- Managing the daily activities of the team including workflow in accordance with agreed service levels with business units;
- Overseeing the ongoing professional development of the team through informal coaching and training and where required through formal training;
- Managing all IR aspects regarding team members in consultation with the Group Counsel and HR department.
Specialist Legal Services:
- Maintenance of expert knowledge on relevant legislative amendments, industry best practice and provision of proactive and holistic advice and solutions to relevant stakeholders;
- Proven experience in conducting cross border mergers and acquisitions;
- Experience dealing with the JSE Listing Requirements and the JSE Debt Listing Requirements;
- Interaction and engagements with Regulators (ie Competition Commission, Takeover Regulations Panel and PA)
Additional Responsibilities
Specialist Legal Services:
- Understanding and applying relevant legal requirements in the provision of advice, training, publications, legal advice, contracts and product development;
- Keep abreast of new legislation and regulatory changes and manage the team’s response to this together with Group Legal;
- Manage legal risk in company policies and procedures of the business;
- Managing legal costs, litigation and legal advice for internal and external clients when external attorneys are utilized;
- Manage the drafting and vetting of contracts, corporate transaction documents (ie sale of shares agreement, sale of business agreement, limited partnership agreements, preference share subscription agreements, loan agreements, policies and service level agreements);
- Managing, editing and writing publications for internal and external use;
- Responsible for researching complex legal matters and giving input into business projects;
More Responsibilities
Specialist Legal Service
- Lobbying and giving input to the regulators on legislation in collaboration with Group Legal;
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate legal solutions;
- Cultivate and manage objective working relationships with a variety of stakeholders, including external attorneys and Group Legal Services to ensure that the business is in a position to obtain expert opinion on specialist areas of Law;
- Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress;
- Comply with governance in terms of legislative and audit requirements;
- Identify and communicate current and anticipated legal issues or risks;
- Work collaboratively across Liberty to provide excellent and effective legal advice;
- Assist and support the General Counsel;
- Costs management.
Skills
- Commercial thinking and business acumen with an awareness of commercial objectives of the organisation;
- Expert working knowledge of the legislation and regulations impacting the financial services sector;
- Ability to effectively manage working relationships with team members and internal clients;
- Ability to make quality decisions under pressure;
- Ability to provide technical guidance when required;
- Ability to provide assistance to legal dispute resolution team to resolve disputes.
Interpersonal Skills
- Confident and assertive with an understanding of themselves 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;
- Both big picture strategic thinking and attention to detail required;
- Analytical thinking;
- Results, solution and execution focused;
- Organised and able to organise others;
- Initiative and deadline driven;
- Self-management (planning, prioritising & time management)
- Ability to efficiently deal with high volumes of work and work well under pressure;
- Ability to deal with demanding internal and external client in terms of deadlines, quality and extent of information to be understood.
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Purpose
Reporting to the Head of Legal: Product, Marketing and Communication and to be a member of the IAM Legal team. 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 life insurance Risk products and the ongoing legal management and maintenance of existing Risk products in line with the changing regulations.
Qualifications & Experience
- Bachelor's degree in law;
- Admitted Attorney;
- Minimum of 5 years’ experience in Financial Services;
- Knowledge and understanding of the insurance and financial service sector;
- An understanding of relevant financial services legislation;
- Knowledge and understanding of products and product structures.
- Non-life (short-term) insurance experience will be beneficial.
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
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.
Additional Key Responsibilities
- Contribute towards a TCF service excellence culture, which builds positive relationships and provides opportunity for feedback and exceptional service;
- 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 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.
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.
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Purpose
To provide specialist legal advice and support in areas of specialisation, enabling the provision of sound legal consultation services, with a primary focus on procurement contracts.Reporting to the Lead Specialist: Contracts and Corporate Transactions, as a team member of the IAM Legal team.
Qualification and Experience
- An admitted attorney or advocate
- LLB / Bachelors of Law degree
- 3-5 years’ experience in financial services
- Working knowledge and understanding of the insurance and financial service sector
- An understanding of relevant insurance and financial services legislation
Key Responsibilities
- Drafting, vetting and reviewing various Group contracts with a special focus on procurement contracts.
- Providing subject matter expertise in respect of procurement contracts for the Group to ensure legal soundness and effective execution of agreements.
- Review/draft contractual obligations in a way that delivers the objectives required in the contract.
- Provide expert advice to business on various legal and technical matters in line with legal framework and best practice.
- Provide clear and effective writing, in order to support professional communication internally within Liberty and externally
- Be proactive in contractual negotiations in order to mitigate risk and achieve cost effective solutions to situations
- Negotiate in a timely manner to provide cost effective solutions for the company and its customers within a range of more complex and/or unfamiliar situations
- Ensure that legal documents are executed in accordance with relevant industry legislation and requirements
- Guide others towards effective and efficient contract management practice. Report noncompliance and assists in implementing corrective measures
- Keep abreast of changes and new legislation and developments within the insurance industry
Additional Key Responsibilites
- Provide authoritative, specialist expertise and advice to internal/external stakeholders that builds strong relationships and creates a favorable impression aligned to Treating the Customer Fairly (TCF) principles
- Manage interdependent functional activities, and direct best-practice priorities, standards and procedures to ensure efficiency
- Provide advice to business on various legal and technical matters in line with legal framework and best practice
- Attending to general legal queries and providing general legal advice
- Researching complex legal matters and give input into business projects
- Identify and communicate current and anticipated legal issues or risks
- Work collaboratively across Liberty to provide excellent and effective legal advice
- Contribute to a TCF service excellence culture, which builds positive relationships and provides opportunity for feedback and exceptional service
Interpersonal Skills
- Cultivates and manages 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
- Developing and maintaining ongoing working relationships, networks and partnerships, requiring personal interaction and mutual support to help achieve business goals
- Effectively meet 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
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 proactively identify issues that may affect the business
- Ability to negotiate
- Demonstrates an understanding of and is able to apply the skills and tactical awareness necessary to achieve effectual negotiations.
- Uses a range of strategies to achieve desirable outcomes.
- Makes sound decisions based on the available information, own experience and consideration of all possible outcomes within a range of more complex and/or unfamiliar situations.
- Ability to effectively manage working relationships with team members as well as internal and external clients.
- Meet tactical and operational needs by identifying, diagnosing and/or addressing problems of a complex nature in own discipline.
- Understand that different writing styles are required for different documents or audiences. Reviews others' documents for clarity and impact. Has a solid mastery of writing principles such as grammar, sentence construction, etc.
- Deliver exceptional legal service that exceeds customers’ expectations through proactive, innovative and appropriate legal solutions.
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Purpose
Responsible for leading and continuously improving The IT Service Management capability looking after an information technology functional operating model and framework in a broadly defined group functional strategy; enabling horizontal alignment, implementation, and adoption.
Key Responsibilities
- Engages in problem solving sessions with team leads on how to develop long-term strategies and roadmaps which are congruent with the Agile approach.
- Maintain information on the resolution of major incidents and ensures this is communicated to all stakeholders.
- Develops relationships with customers at the highest level to identify potential areas of mutual commercial interest for future development.
- Be the escalation point for the Service Desk around incidents to ensure that high impact incidents are proactively managed as they occur.
- Drive, Execute, Own and Manage the Incident Management Process by facilitating the recovery of all Sev1/Sev2/3 incidents.
- Proactively manage incidents to satisfactory resolution in a timely manner, ensuring minimal business impact, and initiate escalation procedure as appropriate.
- Providing correct communication and reporting to key stakeholders.
- Need to drive satisfactory resolution with the resources from IT support groups and Business by owning the incident lifecycle to ensure that IT SLA’s to Business are met.
Additional Key Responsibilities
- Understand the impact of incidents on SLA targets, allowing prioritization and direction to intervene when the process breaks down.
- Manage Crisis Meetings to ensure that Incidents are resolved within the agreed SLA’s.
- Identifying underlying causes of incidents and preventing recurrences.
- Developing workarounds or other solutions to incidents.
- Submitting change requests to Change Enablement as required to eliminate known problems.
- Assist to schedules awareness sessions to educate the Service Desk/Technical teams about the importance of incident logging and resolving incidents.
- Manage escalation for Incidents during and after business hours when required.
- Attend Change Management and Steering Committee meetings.
- Coordinate Problem Management task team and Post Review Board (PRB) meeting.
Minimum Experience
- 5 - 8 years experience in IT Incident and Problem management or a similar environment, of which 2 - 3 years at specialist level.
Minimum Qualifications
- Matriculation Certificate.
- National Certificate in Information Technology - Technical Support - Level 4.
- IT Service Management Certification (ITIL4) will be an added advantage.
- Governance framework certification (Cobit) will be an advantage.
- Bachelor's Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences advantageous
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Purpose
Responsible for leading and continuously improving an information technology functional operating model and framework in a broadly defined group functional strategy; enabling horizontal alignment, implementation, and adoption within IT storage management and databases.
Key Responsibilities
- Contribute to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
- Develop alternatives and identify optimal best practice solutions for tactical problems.
- Develops and maintains procedures and documentation for databases. Contributes to the setting of standards for definition, security and integrity of database objects and ensures conformance to these standards.
- Work with Product Management and service providers to ensure economic prioritisation and demand-to-capacity matching.
- Own domain-specific Disaster Recovery strategy, testing and execution aligned to the broader enterprise Business Continuity Management context.
- Lead Domain specific strategy development and implementation, governance, delivery execution and IT operations in the enterprise (end-to-end ownership) in storage and data based on the level of criticality of the information.
- Work with System Architect/Engineering to understand Enabler work to assist with decision-making and sequencing of the technological infrastructures that will host the new business functionality.
Minimum Qualifications
- Bachelor's Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences.
- Skilled in Agile Methodology.
- Preferred - SAFe Agilist (Leading SAFe).
- Preferred - AWS Certified Solutions Architect .
- Associate Certification.
- Preferred - Exam AZ-900: Microsoft Azure Fundamentals.
Minimum Experience
- 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level.
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Purpose
- To provide specialist technical services advice and support related to operations administration services, in order to achieve predefined goals, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
- 2 - 3 years experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration
Additional Minimum Qualifications
Outputs
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.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Provide technical services and advice, ensuring the effective resolution of customer queries.
- Process complex policy changes, which often have a material contractual and premium related impact.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Provide support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
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Purpose
The Business Analyst is accountable for guiding the clarification of the business requirements, through in-work collaboration with the business stakeholders, and working within the Agile team to ensure these are delivered effectively end-to-end. The Business Analyst will provide a comprehensive view of the features within an Epic, the functionality required to implement it, and the benefits it delivers to the business. Business Analysts have broader end-to-end understanding of an Epic/project, can work across multiple Agile teams and Product Owners, and own the process from start to finish, while getting involved at a technical level of implementations.
Key Responsibilities
- Collaborating with the Product Owner to create and refine Features and acceptance criteria.
- Pre-Analysis of Features and Epics.
- Impact Analysis for features.
- Conduct research, design, prototype, and other exploration activities.
- Participating in PI Planning and creating Iteration plans.
Additional Key Responsibilities
- Estimating the size and complexity of features.
- Provide the Product Owner with key information for prioritization and estimation.
- Identifying user journeys and supporting showcasing features to affected stakeholders in collaboration with user experience teams.
- Documentation of analysis.
- Presentation of documented work to stakeholders.
- Support operational business solutions.
Minimum Experience
- 3-5 years proven experience in requirements elicitation, gathering, documentation and management and analysing business needs and provide solutions, working in an agile environment.
- 3-5 years understanding of Agile working practices and SCRUM proficiency and working collaboratively across teams.
- Experience in developing requirements for creation of a solution/application from scratch.
- Experience on the delivery of large scale and complex custom development projects.
- Demonstrated experience in Azure Devops.
- Understand the impact of features across the Software Development Life Cycle (SDLC).
- Have the relevant technical and business skills to communicate with a variety of stakeholders.
- Good understanding and experience of IT terminology and processes.
- Ability to prioritize workloads and work with minimum supervision.
Minimum Qualifications
- Degree in Computer Science, Informatics, or a related field.
- Lean Six Sigma Certification will be an added advantage.
- SAFe certification will be an added advantage.
- Diploma in Business Analysis.
- Experience in Business Process Modelling will be an added advantage.
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Purpose
The Feature Analyst is accountable for guiding the clarification of the business requirements, through in-work collaboration with the business stakeholders, and working within the Agile team to ensure these are delivered effectively end-to-end. The Feature Analyst will provide a comprehensive view of the features within an Epic, the functionality required to implement it, and the benefits it delivers to the business. Feature Analysts have broader end-to-end understanding of an Epic/project, can work across multiple Agile teams and Product Owners, and own the process from start to finish, while getting involved at a technical level of implementations.
Key Responsibilities
- Collaborating with the Product Owner to create and refine Features and acceptance criteria.
- Pre-Analysis of Features and Epics.
- Impact Analysis for features.
- Conduct research, design, prototype, and other exploration activities.
- Participating in PI Planning and creating Iteration plans
- Estimating the size and complexity of features.
Additional Key Responsibilities
- Provide the Product Owner with key information for prioritization and estimation.
- Identifying user journeys and supporting showcasing features to affected stakeholders in collaboration with user experience teams.
- Documentation of analysis.
- Presentation of documented work to stakeholders.
- Support operational business solutions.
Minimum Experience
- 5-7 years proven experience in requirements elicitation, gathering, documentation and management and analysing business needs and provide solutions, working in an agile environment.
- 5-7 years understanding of Agile working practices and SCRUM proficiency and working collaboratively across teams.
- Experience in developing requirements for creation of a solution/application from scratch.
- Experience in User Design for UI components.
- Demonstrated experience in Azure Devop.
- Understand the impact of features across the Software Development Life Cycle (SDLC).
- Have the relevant technical and business skills to communicate with a variety of stakeholders.
- Good understanding and experience of IT terminology and processes.
- Ability to prioritize workloads and work with minimum supervision.
Minimum Qualifications
- Degree in Computer Science, Informatics or a related field.
- Lean Six Sigma Certification will be an added advantage.
- SAFe certification will be an added advantage.
Method of Application
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