Job Opportunities at Old Mutual South Africa

Job Description

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts.
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser 
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values.
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance.
•  Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements

• Grade 12 (Matric).
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)
• Presentation skills (Advantageous)

Closing Date

31 December 2023

go to method of application »

Job Description

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts.
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser 
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values.
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance.
•  Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements

• Grade 12 (Matric).
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)
• Presentation skills (Advantageous)

Closing Date

31 December 2023

go to method of application »

Job Description

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts.
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser 
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values.
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance.
•  Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements

• Grade 12 (Matric).
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)
• Presentation skills (Advantageous)

Closing Date

31 December 2023

go to method of application »

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 is accountable for execution, governance and compliance at an operational level. In this role you will be accountable for achieving results through the efforts of others.

Accounting Records

• Ensures that the financial accounting transactions are accurately reflected in the business unit ledgers.

Financial Control

• Creates a healthy internal control environment to ensure integrity of financial information.
• Effects ongoing changes to internal controls as necessitated by changes in business and corporate governance.
• Monitors and reports on status of all control accounts in the business unit.

Financial Reporting

• Prepares monthly financial reports for management, including a high-level variance report by agreed deadline.
• Produces ongoing and ad-hoc reporting based on requirements from business units, central finance and other mutual stakeholders.
• Drives and collates monthly submission consisting of report and commentary by agreed deadline.
• Manages reporting requirements for the business unit.

Governance & Compliance

• Accountable for governance and compliance at an operational level.
• Ensures the effectiveness and appropriateness of the accounting processes utilised to fulfill the needs of the business.
• Provides advice on accounting policy and practice to senior and middle management.

Team Effectiveness

• Balances own priorities with directing and motivating others.
• Creates a climate for optimal performance.
• Manages performance, plans and assigns work.

Technical requirements

• Able to work with large data (Microsoft Access and Excel)
• Project management for internal BAU initiatives
• Deadline driven
• Manager of others
• Ability to work across multiple functions to ensure deliverables are met
• Strong Analytical skills

 Statutory reporting:

• Responsible for the preparation of the annual financial statements.
• Manage the external audit process and ensure sign-off of the annual financial statements within agreed.
• Prepare reporting submissions (HFM and offline) on a monthly basis.
• Liaise with stakeholders, including accountants of other divisions within the cluster.

 Regulatory reporting:

• Assist Compliance with any ad-hoc reports required for regulatory visits.
• Ensure all taxes are filed according to tax standards.

Other

• Various tax preparations and submissions.
• Review and approval of monthly payments.
• Review and approval of journal entries where necessary.
• Review and approval of month-end reconciliations.

Requirements

• CA(SA) with 2+ years’ finance/post articles experience

Skills

• Accounting Processes, Analytical Thinking, Financial Analysis and Reporting, Financial Controlling

Education

• Chartered Accountant (Required)

Closing Date

14 April 2023

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Job Description

• This role is accountable for the end to end reporting, governance and compliance for IFRS 2 and the Share Trusts. It entails reviewing detailed calculations, monthly packs, journals, TB, HFM reporting, AFS, tax returns and managing audits.

Key Result Areas:

Accounting Records

Maintains books and accounts in accordance with accounting requirements

• Review investment reconciliations which calculate the realised and unrealised fair value
• Review bank analysis and reconciliations
• At each grant cycle: Review the overfunding and underfunding calculations for each participating Employer Company
• Review detailed calculations of the unallocated shares per Employer Company
• Review detailed calculations of the allocated and unallocated liability/asset balances per Employer Company
• Review the detailed participant tax analysis
• Review audit fee accrual calculations
• Review dividend received and paid accrual calculations
• Implement any ad hoc calculations and reconciliations required
• Review journals agreed to supporting documents and calculations
• Review trial balance
• Review HFM reporting
• Perform ad hoc task/reports/service requests as needed from time to time

Financial Control

• Maintains a strong and healthy internal control environment to ensure safeguarding of assets & integrity of financial information
• Monitors & reports on status of all control accounts for IFRS 2 and the Share Trusts
• Effects ongoing changes to internal controls as necessitated by changes in business and corporate governance
• Reviews and implement monthly reconciliations and investigate variances
• Communicate information clearly, accurately and timely to manager, team members and stakeholders
• Develop strong peer and stakeholder relationships, maintaining effective communication channels

Financial Reporting

• Manages reporting requirements for IFRS 2 and the Share Trusts
• Reviews monthly financial reporting packs  
• Produces ongoing and ad hoc reporting based on requirements from stakeholders
• Responsible for reviewing Oracle journals
• Review annual financial statements
• Liaise and manage the external auditors to ensure that the audits are completed efficiently

Tax

• Reviews provisional and annual tax returns
• Review submissions to SARS

Governance & Compliance

• Accountable for governance and compliance at an operational level
• Ensures the effectiveness and appropriateness of the accounting processes utilised to fulfil the needs of the business
• Proactively manage risk, anticipate potential issues and implement appropriate mitigations

Qualifications, Skills and Experience:

• Qualified Chartered Accountant
• At least 4 years IFRS 2 experience mandatory
• Share Trusts accounting advantageous
• Flexibility and willingness to work outside strictly defined role and hours when required
• Knowledge of Oracle, Fusion and reporting software such as HFM advantageous
• Proven ability to drive improvement and efficiencies
• Strong organisational, communication and time management skills
• Able to work constructively under pressure and adapt to change
• Motivated self-starter with the ability to cut through complex issues, proactive approach to the resolution of problems and obstacles

Closing Date

12 April 2023

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Job Description

• This role is accountable for the end to end internal and external reporting for subsidiaries of Old Mutual.  It includes accounting transactions, reporting, tax calculations and submission.

Key Result Areas:

Financial Reporting

• Compiles and populates records to trial balance level.
• Prepares draft income statement and balance sheet.

Reconciliations

• Ensures accurate reconciliations are done and followed up.
• Reviews control accounts and reconciliations.

Specific Key Result Areas

• Perform journals from bank statement movements and other sources.
• Processes journal entries in relation to the shareholder entities, timeously and accurately.
• Performs calculations to determine financial transactions required.
• Ensures that the financial records, including the trail balance is valid, accurate and complete.
• Performs inter-company reconciliations and confirmation of balances and corrects mismatches timeously.
• Reconciliation of all Balance sheet accounts, including bank account, ensuring that reconciling items are constantly monitored and actioned, and that there are no long outstanding reconciling items.
• Prepares documentation for payments on behalf of entities.

Prepares, and submits within agreed deadlines:

• HFM Submissions (Monthly, Quarterly, Half Yearly, Annually).
• Disclosure submissions.
• Analytical Reviews.
• CFO sign off.
• Assist with preparation of business plan and quarterly forecasts.
• Prepare VAT calculation.
• Complete VAT and Tax submissions.
• Assist with preparation of the annual financial statements and running of audits until completion.
• Compile management accounts for board meetings.
• Compile relevant Tax schedules where required.

Requirements: Skills, Qualifications and Experience required :

• Finance related qualification.
• 3-5 years’ relevant finance experience a must.
• Experience working with HFM, and Oracle would be a distinct advantage.
• Excellent communication skills.
• Strong stakeholder engagement.
• A collaborative spirit.
• Strong technical ability.
• Superior time management ability.
• Excellent ability to problem solve.

Technical knowledge/competency:

• Transactional Accounting.
• Professional Accounting Standards.
• Financial Reporting.
• Business Planning, Forecasting and Budgeting.
• Financial and Variance Analysis.
• Internal Control & Risk Management.
• Taxation Statutory Returns.

Skills

• Accounting, Analytical Review, Business Planning, Communication, External Reporting, Financial Analysis and Reporting, Management Accounting, Management Reporting, Reconciliations, Time Management, Transaction Accounting, Trial Balances

Education

• Diploma (Dip): Finance

Closing Date

12 April 2023