Jobs at Liberty Group South Africa

Job Description

• To develop and implement an operational sales development plan across service delivery, transaction management, and business integration activities, to ensure consistent execution, improved operational efficiency, and effective alignment between sales objectives and business operations.

Qualifications

Type of Qualification: First Degree
Field of Study: Finance and Accounting

Experience Required
Sales
Sales & Distribution
8-10 years

• Experience in managing sales or in a similar environment of which 3-4 years at management level, demonstrated track record of delivering revenue growth

Additional Information

Behavioural Competencies:

• Checking Things
• Conveying Self-Confidence
• Convincing People
• Developing Strategies
• Directing People

Technical Competencies:

• Asset Management
• Business Development
• Managing Knowledge Assets
• Quality Management
• Risk Awareness

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Job Description

• To effectively lead and manage IAM branch operations and resources (people, process, systems) to achieve sustainable profitability and foster a client-focused, high-performance culture. Drive business growth through effective recruitment, retention, and comprehensive management of diverse Financial Advisers.
• Ensure alignment of company objectives with adviser execution, ensuring strict regulatory compliance (FSCA) and Treating Customers Fairly (TCF).

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Marketing
Licenses & Certifications: FAIS Representative

Experience Required
Sales
Sales & Distribution
1-2 years

• Strong understanding of regulatory compliance, risk management, and client service principles (e.g., TCF) within the financial services industry. Proven experience in managing operational budgets and achieving financial targets.

5-7 years

• 7-10 years of progressive experience within the insurance, financial services, or asset management sectors. This includes at least 3-5 years at a management level, overseeing teams or significant operational areas. Proven track record in sales and distribution management, with demonstrated experience in financial adviser recruitment, retention, and development. Demonstrated ability to lead and manage diverse teams, including independent contractors.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Challenging Ideas
• Checking Things
• Developing Expertise
• Directing People
• Empowering Individuals
• Making Decisions
• Producing Output
• Seizing Opportunities
• Taking Action
• Team Working
• Upholding Standards

Technical Competencies:

• Claims Knowledge and Management
• Client Acceptance & Review
• Compliance
• Customer Value and Insights Management
• Financial Acumen
• Financial Management (Financial)
• Innovation Strategy and Portfolio Management
• Insurance Principles
• Insurance Products & Services
• Meeting Logistics
• Office Logistics
• Product Innovation Lifecycle Management
• Quality Management
• Risk Management
• Root Cause Analysis
• Underwriting Management
• Underwriting Process
• Workspace Management
• Written Communication

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Job Description

• To fulfil all service requests raised by stakeholders (internal and external) efficiently within turnaround times and laid down procedures and against world class standards, ensuring legislative compliance, a positive client experience, client satisfaction, minimised risk and losses to SBG.

Qualifications

Type of Qualification: Diploma
Field of Study: Business Commerce

Experience Required
Service Management
Operations
3-4 years

• Client relationship experience, resolving client services issues, with demonstrated ability to interact across multiple internal stakeholders

3-4 years

• Experience in General client services and / or support capability with proficient technical experience.

Additional Information

Behavioural Competencies:

• Developing Expertise
• Documenting Facts
• Embracing Change
• Examining Information
• Interacting with People
• Interpreting Data

Technical Competencies:

• Active Listening
• Client Relationship Management
• Client Servicing
• Coaching and Mentoring Operational Practices
• Collaboration

go to method of application »

Job Description

• To effectively lead and manage IAM branch operations and resources (people, process, systems) to achieve sustainable profitability and foster a client-focused, high-performance culture. Drive business growth through effective recruitment, retention, and comprehensive management of diverse Financial Advisers. Ensure alignment of company objectives with adviser execution, ensuring strict regulatory compliance (FSCA) and Treating Customers Fairly (TCF).

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Marketing
Licenses & Certifications: FAIS Representative

Experience Required
Sales
Sales & Distribution
1-2 years

• Strong understanding of regulatory compliance, risk management, and client service principles (e.g., TCF) within the financial services industry. Proven experience in managing operational budgets and achieving financial targets.

5-7 years

• 7-10 years of progressive experience within the insurance, financial services, or asset management sectors. This includes at least 3-5 years at a management level, overseeing teams or significant operational areas. Proven track record in sales and distribution management, with demonstrated experience in financial adviser recruitment, retention, and development. Demonstrated ability to lead and manage diverse teams, including independent contractors.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Challenging Ideas
• Checking Things
• Developing Expertise
• Directing People
• Empowering Individuals
• Making Decisions
• Producing Output
• Seizing Opportunities
• Taking Action
• Team Working
• Upholding Standards

Technical Competencies:

• Claims Knowledge and Management
• Client Acceptance & Review
• Compliance
• Customer Value and Insights Management
• Financial Acumen
• Financial Management (Financial)
• Innovation Strategy and Portfolio Management
• Insurance Principles
• Insurance Products & Services
• Meeting Logistics
• Office Logistics
• Product Innovation Lifecycle Management
• Quality Management
• Risk Management
• Root Cause Analysis
• Underwriting Management
• Underwriting Process
• Workspace Management
• Written Communication

go to method of application »

Job Description

Driving end-to-end recruitment, selection, onboarding and contracting of Financial Advisers within LAP (Liberty Advisory Partners) and driving strategic talent acquisition by leveraging industry expertise and a strong understanding of market trends and in-demand skills.

• Identify and attract New-to-Industry and experienced Financial Advisers.
• Conduct the required background checks and verify regulatory history (DOFA, MIE etc.) in alignment with compliance requirements.
• Collaborate with Branch Managers and Franchise Principals to ensures workforce strategies align with business objectives.
• Setting up and conducting Initial Selection Interviews.
• Refer adverse background checks (E.g. Debt findings) for sign-off.
• Support retention initiatives by maintaining positive engagement with advisers.
• Facilitate LawTrust registration for new Financial Advisors.
• Conduct Competency Based interviews with Branch Managers/Franchise Principals etc.
• Adopt implemented technologies and/or systems in work done, provide feedback and recommendations for improvement on issues identified, to support an integrated hiring experience in a transforming environment.
• Achieve quarterly and annual recruitment targets.
• Register successful candidates for Socialization and Orientation programmes.
• Build and maintain a long-term pipeline of Financial Advisers.
• Manage the full contracting process for successful Financial Advisers.
• Adhere to relevant Talent Acquisition data policies so that quality data is consistently and appropriately stored, used and managed in alignment with the POPI Act.
• Act as a liaison between advisers and the branch leadership team where required.
• Review and approve completed contracting documentation to ensure accuracy and compliance.
• Support and participate in Career Opportunity Presentations alongside the Branch Manager or Franchise Principal.
• Maintain confidentiality throughout recruitment discussions.
• Create and maintain data regarding the acquisition of Financial Advisers, best practices, industry benchmarks etc. so that insights may be drawn to add value to Insurance & Asset Management and SBG's hiring agenda.
• Complete all required staff compliance training within stipulated timeframes.
• Adhere to the risk and governance framework to ensure that risks are appropriately mitigated.
• Identify and utilize the most appropriate channel to source Financial Advisers, keeping in mind the talent acquisition agenda of the organization. Aim to leverage efficiencies across sourcing channels.
• Implement predetermined sourcing strategies to build pipelines of potential applicants.
• Keep abreast with trends in Financial Planning and Regulatory updates impacting advisors and the acquisition of advisers.
• Manage relationships with stakeholders (Managers/ Regional Heads, Franchise Principles and candidates), in order to maintain healthy business relationships, networks and connections.
• Promote the IAM’s value proposition to new and experienced advisers.
• Represent IAM and SBG at conferences and Industry events.
• Promote IAM and SBG's brand and recruitment values by assuming a brand ambassador role at recruitment initiatives and events.
• Promote Liberty (IAM) as an employer of choice within the financial services market.
• Act as a subject matter expert (SME) to educate and inform internal stakeholders on market trends, internal processes, talent data and more.
• Provide reported feedback on the success of initiatives/deliverables and recommend improvements to enable successful hiring solutioning/execution.
• Retain an understanding of the Talent Acquisition value chain so that advice and guidance may be provided to internal stakeholders where required.

Qualifications

Type of Qualification: First Degree
Field of Study: Human Resources

Experience Required

Work Experience

3-5 years

• Experience in recruitment, talent acquisition, or financial services distribution.
• Experience recruiting sales professionals or financial advisers is advantageous

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Developing Expertise
• Embracing Change
• Interpreting Data
• Meeting Timescales
• Producing Output
• Providing Insights
• Seizing Opportunities
• Taking Action
• Team Working
• Upholding Standards

Technical Competencies:

• Decision Making
• P&C Solution Marketing
• Solution Delivery
• Solution Design
• Teaming
• Workforce Insights

go to method of application »

Job Description

Driving end-to-end recruitment, selection, onboarding and contracting of Financial Advisers within LAP (Liberty Advisory Partners) and driving strategic talent acquisition by leveraging industry expertise and a strong understanding of market trends and in-demand skills.

• Identify and attract New-to-Industry and experienced Financial Advisers.
• Conduct the required background checks and verify regulatory history (DOFA, MIE etc.) in alignment with compliance requirements.
• Collaborate with Branch Managers and Franchise Principals to ensures workforce strategies align with business objectives.
• Setting up and conducting Initial Selection Interviews.
• Refer adverse background checks (E.g. Debt findings) for sign-off.
• Support retention initiatives by maintaining positive engagement with advisers.
• Facilitate LawTrust registration for new Financial Advisors.
• Conduct Competency Based interviews with Branch Managers/Franchise Principals etc.
• Adopt implemented technologies and/or systems in work done, provide feedback and recommendations for improvement on issues identified, to support an integrated hiring experience in a transforming environment.
• Achieve quarterly and annual recruitment targets.
• Register successful candidates for Socialization and Orientation programmes.
• Build and maintain a long-term pipeline of Financial Advisers.
• Manage the full contracting process for successful Financial Advisers.
• Adhere to relevant Talent Acquisition data policies so that quality data is consistently and appropriately stored, used and managed in alignment with the POPI Act.
• Act as a liaison between advisers and the branch leadership team where required.
• Review and approve completed contracting documentation to ensure accuracy and compliance.
• Support and participate in Career Opportunity Presentations alongside the Branch Manager or Franchise Principal.
• Maintain confidentiality throughout recruitment discussions.
• Create and maintain data regarding the acquisition of Financial Advisers, best practices, industry benchmarks etc. so that insights may be drawn to add value to Insurance & Asset Management and SBG's hiring agenda.
• Complete all required staff compliance training within stipulated timeframes.
• Adhere to the risk and governance framework to ensure that risks are appropriately mitigated.
• Identify and utilize the most appropriate channel to source Financial Advisers, keeping in mind the talent acquisition agenda of the organization. Aim to leverage efficiencies across sourcing channels.
• Implement predetermined sourcing strategies to build pipelines of potential applicants.
• Keep abreast with trends in Financial Planning and Regulatory updates impacting advisors and the acquisition of advisers.
• Manage relationships with stakeholders (Managers/ Regional Heads, Franchise Principles and candidates), in order to maintain healthy business relationships, networks and connections.
• Promote the IAM’s value proposition to new and experienced advisers.
• Represent IAM and SBG at conferences and Industry events.
• Promote IAM and SBG's brand and recruitment values by assuming a brand ambassador role at recruitment initiatives and events.
• Promote Liberty (IAM) as an employer of choice within the financial services market.
• Act as a subject matter expert (SME) to educate and inform internal stakeholders on market trends, internal processes, talent data and more.
• Provide reported feedback on the success of initiatives/deliverables and recommend improvements to enable successful hiring solutioning/execution.
• Retain an understanding of the Talent Acquisition value chain so that advice and guidance may be provided to internal stakeholders where required.

Qualifications

Type of Qualification: First Degree
Field of Study: Human Resources

Experience Required

Work Experience

3-5 years

• Experience in recruitment, talent acquisition, or financial services distribution.
• Experience recruiting sales professionals or financial advisers is advantageous

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Developing Expertise
• Embracing Change
• Interpreting Data
• Meeting Timescales
• Producing Output
• Providing Insights
• Seizing Opportunities
• Taking Action
• Team Working
• Upholding Standards

Technical Competencies:

• Decision Making
• P&C Solution Marketing
• Solution Delivery
• Solution Design
• Teaming
• Workforce Insights