Job Openings at Liberty Group

Purpose

To provide specialist advice and to perform financial analysis and provide financial accounting services.

Minimum Experience

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

Outputs

This role is critical to LAI to collate, analyse and critique all information being sourced from RoA teams in meeting Liberty group reporting requirementsand is responsible for:

• Exco reporting

• Financial Reporting and IFRS

• Financial statement preparation

• Financial management

• Monthly management reporting and variance analysis to Exco

• Shareholder accounting

• Development and continuous improvement of Accounting processes and financial controls

• Support in-country teams in developing a robust reconciliations process and assist in the pro-actively managing in-country suspense accounts

• Input in the annual Budgeting process

• IFRS 17 project work, which is critical as we reach implementation stage.

• NWOW participation and value add to LAI overall.

• Balance sheet recon reviews in-country, once the pandemic has settled.

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Process

• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.

• Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.

• Source, collate, analyse and interpret financial information in order to support the review of the financial performance of the business.

• Contribute to and assist in the effective execution of internal and external audits, financial statement generation and regulatory submissions.

• Ensure accurate reconciliation of financial transaction records to supporting documentation to enable verification of the validity of transactions.

• 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.

Customer

• Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.

• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Forecast financial risks and escalate as required.

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Ensure that established accounting standards, procedures and processes are adhered to, in compliance with legislative regulations.

• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Technical Competencies

• Financial Management (Intermediate)

• Research and Information Gathering (Intermediate)

• Financial Accounting (Proficient)

• Efficiency improvement (Proficient)

• Reporting and Interpretation (Intermediate)

• Financial Acumen (Intermediate)

• Customer Advice (Technical) (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Intermediate)

• People Management and Empowerment (Intermediate)

• Interpersonal Effectiveness (Intermediate)

• Problem Solving and Analysis (Intermediate)

• Teamwork and Cooperation (Intermediate)

• Communicating with Impact (Intermediate)

• Relationship Management and Networking (Intermediate)

• Customer Orientation (Intermediate)

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.

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Purpose

To calculate commission 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

Process

• Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.

• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.

• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.

• Calculate and or obtain commissions calculations through liaison with other departments both verbally and in writing.

• 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.

Customer

• Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.

• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

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.

Competencies

• Basic Financial Management  

• Financial Acumen

• Product Related System Application

• Query resolution

• Verbal & written communication

Technical Competencies

• Financial Control (Basic)

• Financial Administration (Intermediate)

• Financial Acumen (Basic)

• Standard operating procedure compliance (Intermediate)

• Mathematical Literacy (Fundamental) (Intermediate)

Behavioural Competencies

• Organisation and Attention to Detail (Basic)

• Interpersonal Effectiveness (Basic)

• Problem Solving and Analysis (Basic)

• Teamwork and Cooperation (Basic)

• Communicating with Impact (Basic)

• Customer Orientation (Basic)

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.

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Purpose

To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.

Minimum Experience

2 - 3 years experience in a similar environment

Minimum Qualifications

Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Additional Minimum Qualifications

Process

• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.

• Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.

• Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.

• Ensures that underwriting practice and rules are fully understood and appreciated.

• Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.

• 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 sound consulting services and recommendations based on customer needs, current information and trends.

• Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.

• Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.

• Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.

• Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.

• 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.

Competencies

• Afrikaans language requirement: Read, Speak and Write

Liberty Values

Technical Competencies

• Customer Understanding (Intermediate)

• Sales life cycle management (Intermediate)

• Research and Information Gathering (Basic)

• Insurance principles and practice (Intermediate)

• Reporting and Interpretation (Basic)

• Developing sales (Intermediate)

• Customer Advice (Technical) (Basic)

• Insurance products and services (Intermediate)

Behavioural Competencies

• Persuading and Influencing (Basic)

• Professional/Technical learning (Basic)

• Entrepreneurial and commercial thinking (Basic)

• Interpersonal Effectiveness (Basic)

• Problem Solving and Analysis (Basic)

• Teamwork and Cooperation (Basic)

• Communicating with Impact (Basic)

• Relationship Management and Networking (Basic)

• Customer Orientation (Basic)

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Purpose

To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP's.

Minimum Experience

1 - 2 years experience in a similar environment

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

Additional Minimum Qualifications

Actuarial Qualification

Outputs

• Maintain and enhance existing recognition and reward frameworks ensuring commercial alignment and optimising profitability.

• Develop and implement research methodologies and techniques that enable business reporting and decision making.

• Scan the internal and external environment, investigate alternative operating plans or models, and offer specialist advice to deliver a competitive advantage

• Draw on own technical or professional knowledge and experience to identify opportunities and develop solutions to solve practice related and tactical problems.

• Translate technical information into useable business intelligence to support effective decision making.

• Provide input to product focused teams on commercial viability of product launches, changes and enhancements.

• Build and maintain strong relationships with key internal and external stakeholders to facilitate delivery and implementations of initiatives being driven.

Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.

• Adhere to identified best practices in providing advice and support from a specialist perspective.

• Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.

• Collate data related to customer and market requirements and analyse to provide information to inform optimal product solution development.

• Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.

• 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.

• Determines probabilities and assesses risk (in moderately complex cases) through the application of mathematical modelling techniques and statistical concepts.

• Translates and communicates straightforward specialist area information to users in a practical and usable format to enhance business utility.

• Makes preliminary recommendations (under guidance) to existing products based on market needs , product performance and competitor analysis to increase sales volume and productivity.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

• Provides specialist advice and support in area of accountability and checks with senior actuarial resources to ensure that identified solutions and recommendations are appropriate and effective.

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.

Competencies

• Ability to solve complex problems.

• Stakeholder management through excellent written and verbal communication.

• Self-motivated.

• Produce a high standard of work with an appropriate level of attention to detail.

• Ability to translate technical results into business actions.

• Proactivity, accountability and the ability to work independently.

• Ability to work under time pressure.

Technical Competencies

• Research and Information Gathering (Basic)

• Quantitative Skills (Intermediate)

• Modelling (Basic)

• Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

• Professional/Technical learning (Basic)

• Organisation and Attention to Detail (Basic)

• Interpersonal Effectiveness (Basic)

• Problem Solving and Analysis (Basic)

• Teamwork and Cooperation (Basic)

• Communicating with Impact (Basic)

• Relationship Management and Networking (Basic)

• Customer Orientation (Basic)

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.