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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- Perform professional accounting work, including compilation, consolidation, and analysis of financial data.
- The role requires an understanding of accounting fundamentals and principles, as well as experience in bookkeeping.
- Responsibilities may include any or all of the following: ledgers and preparation of journal entries, fixed asset or inventory accounting, preparation of trial balance or financial statements, cost accounting, bank account reconciliation.
Role Overview
- The focus for this role is the preparation of financial and management reports, provision of interpretation of financial data and predictive results, implementation of accounting processes, systems and controls.
- You will have a combination of strong business, financial, strategic, and analytical skills to ensure the provision of business and support services of a high standard and enable Old Mutual Corporate (OMC) to meet its objectives of providing its clients and staff with responsive end to end business systems with timely and accurate financial and business information.
- This role falls within our junior management category
Role Key Result Areas
- Being an Assistant Management Accountant in OMC, this role will provide a strong support to the financial manager and broader reporting team
- Provide financial analysis, commentary and support throughout the OMC value chain, which spans distribution, administration, product management and group reporting
- Interact with business unit line managers on financial outcomes, expense trends
- Be responsible for the detailed expense budgeting process
- Assist with maintaining a strong financial control environment
- Work effectively within a team, whilst balancing own priorities
- Be flexible and responsive to changes in the business that impact financial processes and reporting
- Work to strict deadlines
Requirements: Skills, Qualifications and Experience required
- Matric
- Tertiary finance qualification required, BCom Accounting preferable
- Minimum of 2 years of experience in a finance function
- Insurance industry would be preferable
- Attention to detail
- MS Office with solid excel skills
- Stakeholder management & excellent communication skills required
Competencies
- Strategic
- Leading with Influence
- Innovation (Perspective)
- Execution
- Customer First
- Personal Mastery (Learning)
- Collaboration (Relating)
Skills
Competencies
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Plans and Aligns
- Tech Savvy
Closing Date
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Design Leadership
- Lead the design strategy and vision for the product, ensuring alignment with business goals and user needs.
- Lead cross-functional workshops and ideation sessions to foster creativity and reinforce a unified design vision.
- Direct and oversee the execution of design projects, from concept to delivery, ensuring high-quality outcomes.
- Integrate the multi-disciplinary design team towards a unified, efficient and effective design environment that can deliver to business and customer outcomes.
- Conduct and guide user research and testing activities to gain insights and inform design decisions. Present these with impact across stakeholder levels.
- Collaborate closely with product managers, engineers, and other stakeholders to define requirements and prioritise features.
- Drive the creation of user-centred design solutions, including wireframes, prototypes, and visual designs.
- Advocate for design excellence and experience best practices within the product team and broader portfolio.
- Stay abreast of methods, tools, technology and platforms within the product space and their associated experience design principles and best practices.
Design Quality & Delivery Management
- Create a clear understanding of the drivers of design quality within the product, as they pertain to strategic alignment, business case, customer and business requirement and design standards.
- Establish quality management within the product design team to ensure quality standards are checked and met appropriately.
- Represent the design stream within the team, and collaborate with the Product Owner and Agile Management Structures to ensure that we are delivering within time, quality and budget controls.
- Report appropriately to the Design CoE on performance and governance requirements, ensuring compliance and supporting collaboration across teams.
Design Team & Stakeholder Management
- Build and sustain effective relationships with key stakeholders, including product owners, digital marketing, and technical teams, to ensure design objectives are aligned with overarching business goals.
- Present design concepts, progress, and performance metrics to senior leadership, highlighting the role of design in driving business outcomes.
- Lead the collaboration of cross-functional teams to incorporate feedback into design iterations, keeping stakeholders engaged throughout the project lifecycle.
- As a leader, emphasise mentorship and personal growth by dedicating time to teaching, guiding, and fostering the development of the design team, building a positive, engaging and progressive culture within the team.
Design Execution
- Support the design team in crafting user-centred, visually compelling, and highly functional designs that elevate the customer experience.
- Ensure consistency and coherence across all aspects of the product design, including interaction patterns, visual style, and brand identity.
- Execute product design personally at a high-level of quality and efficiency, modelling delivery to the team and stakeholders.
MINIMUM QUALIFICATIONS/ EXPERIENCE (REQUIRED FOR THE JOB)
Working Experience & Qualifications
- NQF Level 4: Grade 12 or equivalent
- 6+ years working in the field of product design, 2+ within roles that involved product design leadership.
- Experience working in an Omni-Channel Digital and Agile environment, with cross-functional collaboration, working with product, engineering, and business teams.
- Proven track record of delivering high-performance team and quality outcomes across complex, omni-channel design environments.
Technical Expertise
- Proficiency in user research methodologies, including interviews, surveys, and usability testing.
- Deep understanding of UX/UI methodologies, including user research, wireframing, prototyping, usability testing, accessibility and visual design.
- Strong expertise in design tools (e.g., Sketch, Figma, Adobe Creative Suite) and front-end development principles (HTML, CSS, JavaScript).
- Strong ability to translate user insights into actionable design solutions, such as sitemaps, wireframes, and prototypes.
- Strong ability in visual design and management of the relationship between UX and UI activities within a project.
- Expertise in developing workflows, interaction flows, information architecture, and navigational flows.
- Up-to-date with industry trends and emerging technologies.
- Experience in senior design leadership, motivating teams to excel, mentoring and coaching teams towards high performance and integrating with executive business stakeholders towards the achievement of business goals.
- Experience with agile methodologies and working collaboratively in cross-functional teams.
- Deep appreciation and experience with the application of, and contribution to, design systems and component libraries.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED)
- Bachelor's Degree in design (Interaction, Graphic, Industrial), marketing, technology, business administration or a related field. With an Honour’s or Master’s degree as an additional plus.
- Experience with emerging technologies (e.g., AR/VR, AI).
- Background in cognitive psychology or human factors.
- Familiarity with accessibility standards and guidelines.
- Experience with service design and design thinking.
- Track record of published work or speaking at industry events
- Experience designing for multiple platforms, including web, mobile, and desktop.
COMPETENCIES REQUIRED
- Delivery Focus: Leads teams to effective and efficient delivery with a focus on time, quality and budget.
- Collaboration: Ability to bring many inter-connected disciplines, roles and processes together through excellence in facilitating collaboration towards shared and integrated outcomes.
- Communication: Excellent verbal and written communication skills, capable of presenting to senior stakeholders.
- Problem-Solving: Strong analytical and critical thinking skills, with a passion for solving complex design challenges.
- Coaching and Mentorship: A commitment to developing and nurturing talent through regular feedback and professional development.
Skills
- Adaptive Thinking
- Business Requirements Analysis
- Commercial Acumen
- Creative Design
- Current State Analysis
- Customer Analytics
- Market Analysis
- Negotiation
- Oral Communications
- Presentation Preparations
- Presentation Techniques
- Presenting Solutions
- Product Development
- Strategic Planning
- User Experience (UX) Design
Closing Date
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Job Description
Experience, Knowledge and Skills required:
- Bachelors’ Degree or equivalent (Preferable).
- 5 – 8 years’ experience in building market presence or experience in sales enablement, marketing support, sales operations or distribution effectiveness.
Strong project management and cross-functional collaboration skills.
- To lead the design, implementation and continuous improvement of enablement tools, sales support platforms, campaigns and readiness programs to drive Intermediary productivity and support the profitable growth of the OMBS Channel.
- The Channel Enablement Manager partners with product, marketing, underwriting, Data, IT and operations and regional teams to ensure the channel is equipped, informed and supported to deliver against sales, retention and profitability targets. The role also acts as a key bridge between strategic intent and field execution, ensuring that enablement is practical, effective, and aligned to the Intermediary journey.
Lead the implementation and execution of a channel enablement strategy to support advisor productivity, business development, and field readiness, enhancing the organisation’s ability to deliver profitable growth and exceptional client experiences within the general insurance industry
- Design and implement channel enablement strategies that drive field readiness, sales effectiveness and Intermediary support.
- Translate the OMBS distribution strategy into enablement roadmaps, campaigns and support toolkits.
- Ensure enablement initiatives reflect Intermediary needs, regional input and performance gaps.
Tools, Campaigns and Content Development
- Develop and manage sales toolkits, onboarding materials, product cheat sheets, competitive positioning guides, and objection handlers.
- Partner with marketing and product teams to craft field-ready materials and campaigns.
- Maintain and optimize digital and physical platforms used by field teams (e.g., quoting tools, CRM, dashboards).
Sales Training and Readiness
- Collaborate with L&D to ensure timely and relevant sales training for product launches, regulatory changes and sales process optimization.
- Coordinate and deliver Intermediary onboarding and upskilling interventions in partnership with Regional teams.
- Track enablement adoption and field effectiveness, adjusting initiatives as needed.
Insights, Feedback and Performance Support
- Monitor Intermediary performance data and regional trends to identify enablement opportunities.
- Facilitate feedback loops with field leaders to improve tools, messaging and delivery cadence.
- Track campaign and tool usage; recommend enhancements based on usage analytics and Intermediary feedback.
- Prepare regular enablement reports for internal management and distribution leadership, summarising campaign impact, adoption trends and advisor engagement.
- Provide reporting and engagement support to strategic partners where required, ensuring transparency and alignment on enablement delivery and outcomes. and regional trends to identify enablement opportunities.
Stakeholder Alignment and Communication
- Serve as the central link between distribution, product, marketing, operations and Old Mutual segments.
- Ensure clear communication, rollout and engagement for all enablement initiatives.
- Manage expectations, timelines and delivery standards for key support projects.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost control, increase operational efficiency and manage operating budget goals.
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to enhance service delivery.
Ensure cost efficiency through financial and corporate governance
- Accountable for the development and implementation of fit for purpose budgets.
- Accountable for managing supplier relationships, and budgets associated with projects.
Nurture a culture of high performance
- Align own behaviour with the organisations culture and values.
- Build a culture where unique employee experiences can be created, new work experiences can be designed, deep business "know how" and experiences are openly shared, new ideas are encouraged and implemented without fear of reprisal and where employees feel inspired to enable positive futures through coaching and mentoring.
Skills
Competencies
- Action Oriented
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Instills Trust
- Interpersonal Savvy
Education
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive)
- Communication
- Company Policies
- Credit Policies
- Customer Centric Selling
- Digital Savvy (Inactive)
- Interpersonal Relationship Management
- Numeracy
- Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Role Description & Key Result Areas:
- Investigating complex & unusual data sets relating to historic and present legislative changes
- Processing of historic issues eg, surplus payments, compliance reviews and audits, Investigate and resolve technical cases.
- Engage with clients/planners to communicate remediation data requirements
- Effectively manage any non-conformances.
- Investigate the nature of problems, identify and eliminate the root causes.
- Prepare reports for non-conformance and identify corrective action recommendations to management.
- Highlight any inefficiencies in the process and report back to management on process improvements that will benefit both the client and the business.
- Maintain high level of teamwork to achieve the KPI’s.
- Always be professional and treat Customers with respect and that they feel special after every interaction
- Coach other staff where and when necessary
- Stay informed of developments and regulatory changes within the Financial Services Industry
- Market the corporate image of Old Mutual by developing a positive relationship with Customers and to build trust and understanding.
Qualifications and experience:
- Matric qualification with Maths and a minimum of 3 years working experience in the Financial Services Industry
- Degree is advantageous
- Wealth/OMUT product and process knowledge is Advantageous
- Knowledge of the following Legislation – DWT, AML, FATCA/CRS Essential
- Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet), with specific knowledge of IBC, OMUNET, AWD, Bizagi, EMS, Documentum, & Wealth Frontend Portals
- The above summary is in line with the Old Mutual Wealth Servicing ( Remediation team) expectations. More provided below:
Skills
- Consultative Selling
- Customer Complaint Management
- Customer Feedback Management
- Customer-Focused
- Customer Relationship Management (CRM) Software
- Customer Service, Customer Service Operations
- Customer Understanding
- Data Management
- Digital Consumer Engagement
- Identifying Sales Opportunities
- Probing Questions
- Remediation
- Sales Data Management
- Strengthening Customer Relationships
- Upselling
- Wealth Management Services
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Advanced Diploma (AdvDip) (Required)
Closing Date
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Job Description
- The Quality Engineering Manager serves as the strategic leader responsible for establishing, implementing, and continuously improving quality assurance processes across software development lifecycles.
- This role combines technical expertise with management skills to build and lead high-performing QA teams, develop comprehensive testing strategies, and ensure product reliability and performance standards are met.
- The Quality Engineering Manager collaborates closely with development, product, and operations teams to integrate quality practices throughout the entire development process, from requirements gathering to production deployment.
Critical Objectives:
- Establish and maintain comprehensive quality standards that align with business objectives and customer expectations
- Reduce defect escape rates to production while optimizing testing efficiency and release velocity
- Build scalable quality processes that support rapid product development and organizational growth
- Drive continuous improvement in product reliability, performance, and user experience metrics
- Foster cross-functional collaboration to embed quality practices throughout the development lifecycle
- Develop and implement solutions that align with the organization's strategic objectives, driving efficiency and supporting business growth.
- Build and maintain a high-performing development team, providing mentorship, guidance, and professional development opportunities to enhance team capabilities and performance.
- Promote effective communication and collaboration across teams and with stakeholders to ensure alignment, manage expectations, and facilitate successful project outcomes.
- Lead and develop a high-performing quality engineering team through hiring, mentoring, and performance management while defining career growth paths and technical skill development.
- Design and implement end-to-end testing strategies encompassing functional, performance, security, and accessibility testing across multiple platforms and environments.
- Establish quality gates and release criteria, working closely with product and development teams to balance quality standards with delivery commitments.
- Drive the adoption of test automation frameworks and tools, ensuring optimal test coverage and execution efficiency while reducing manual testing overhead.
- Monitor and analyze quality metrics, defect trends, and customer feedback to identify systemic issues and improvement opportunities.
- Collaborate with stakeholders to define acceptance criteria, review requirements for testability, and ensure quality considerations are integrated into product planning and architectural decisions.
- Manage quality-related vendor relationships, tool evaluations, and budget planning while staying current with industry best practices and emerging testing technologies.
Experience, knowledge & skills required
- Degree in IT or related qualification
- 7+ years in software quality assurance with 3+ years in management or team leadership roles
- Proven track record of scaling QA operations in fast-paced, agile development environments
- Experience with multiple testing methodologies including manual, automated, performance, and security testing
- Background in implementing CI/CD pipelines with integrated quality gates and automated testing
- History of managing cross-functional projects and collaborating with engineering, product, and DevOps teams
- Experience with cloud platforms, microservices architecture, and distributed systems testing .
Knowledge and Skills Required:
- Deep understanding of software development lifecycle methodologies including Agile, Scrum, and DevOps practices with expertise in test planning, execution, and defect management processes.
- Proficiency in test automation frameworks such as Selenium, Cypress, TestNG, or similar tools, along with API testing tools like Postman, REST Assured, or equivalent platforms. Strong knowledge of performance testing tools including JMeter, LoadRunner, or k6, combined with an understanding of security testing principles and OWASP guidelines.
- Familiarity with CI/CD tools like Jenkins, GitLab, or Azure DevOps, and experience with containerization technologies such as Docker and Kubernetes.
- Understanding of database testing, SQL queries, and data validation techniques across various database systems.
Core Skills:
- Strategic thinking and analytical problem-solving abilities to identify root causes and implement systematic solutions.
- Excellent communication and interpersonal skills for stakeholder management, team coordination, and technical documentation.
- Strong project management capabilities with experience in resource planning, timeline management, and risk assessment.
- Leadership and mentoring skills to build team capabilities, drive performance, and manage organizational change.
- Technical acumen to evaluate new tools and technologies while making data-driven decisions based on metrics and quality indicators.
Advantageous Skills:
- Experience with modern testing frameworks and tools such as Playwright, WebdriverIO, or Appium for cross-platform mobile and web application testing
- Knowledge of infrastructure-as-code tools like Terraform or CloudFormation for test environment provisioning and management
- Familiarity with observability and monitoring platforms including Datadog, New Relic, Splunk, or Grafana for production quality monitoring and incident analysis
- Experience with accessibility testing tools and WCAG compliance standards to ensure inclusive product design
- Proficiency in scripting languages such as Python, JavaScript, or PowerShell for test automation and custom tooling development
- Familiarity with shift-left security practices and integration of security testing tools like SAST, DAST, and dependency scanning into development workflows
- Understanding of chaos engineering principles and tools like Chaos Monkey for resilience testing
Skills
- Adaptive Thinking
- Change Management
- Data Analysis
- Data Compilation
- Executing Plans
- Laboratory Testing
- Policies & Procedures
- Project Performance Management (PM)
- QA Methodologies
- Regulatory Compliance Management
- Report Review
- Software Testing
- Test Case Management
Competencies
- Builds Effective Teams
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
Closing Date
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Job Description
- We are seeking a highly skilled and experienced Head of Fund Administration to oversee the daily and strategic functioning of the end-to-end delivery for all financial aspects of our product and legal entities.
- Financial Oversight: Manage the financial operations of the fund administration and accounting area, ensuring compliance with regulatory and industry standards.
- Daily Investments: Monitor and optimize daily investment activities, ensuring timeous and accurate allocation of funds.
- Pricing and Valuation: Oversee the pricing and valuation of assets, ensuring accuracy and adherence to industry best practices.
- Reconciliations: Lead the reconciliation process to ensure accurate and timely reconciliation of all financial data and transactions.
- Governance: Establish and maintain robust governance processes to mitigate risks and ensure compliance with relevant regulations.
- Annual Financial Statements (AFS): Provide critical inputs and data required for the preparation of AFS, collaborating closely with the finance team.
- Distributions: Manage the distribution process, ensuring timely and accurate distribution of funds to investors.
- Data and Fund Maintenance: Maintain accurate and up-to-date data related to fund performance and holdings.
- Unit Injections and Corrections: Manage unit injections into funds and corrections when discrepancies arise, ensuring data integrity.
- Team Leadership: Manage and mentor a team of finance professionals, providing guidance and support to drive performance excellence.
- Strategic Planning: Contribute to the development and execution of strategic initiatives to enhance the financial performance of the fund administration and accounting area.
Accountable for:
- Timely and accurate financial reporting.
- Well-maintained pricing and valuation processes.
- Reconciliation errors minimized, if not eliminated.
- Robust governance framework in place and adhered to.
- High-quality inputs for AFS preparation.
- Timely and accurate distribution of funds.
- Accurate data and fund maintenance.
- Prompt and accurate execution of order instructions.
- Effective management of unit injections and corrections.
- Motivated and high-performing team achieving set targets.
- Effective contribution to the company’s financial strategy.
ROLES and RESPONSIBILITIES
GENERAL MANAGEMENT
Overall management of a team of 100, including 9 direct reports. Specific goals include:
- Managing performance and service delivery through direct reports and their teams
- Defining performance parameters and measurable goals for the team
- Driving adoption of Agile principles where applicable
- Encouraging and instituting a culture of continuous learning
- Ensuring readiness for the delivery of the business’s key strategic initiatives without compromising existing deliveries
- Modelling of customer centric behaviour and driving understanding of the end to end value chain and the COE’s role within it
- Identifying and growing talent and succession pipelines
- Leading and supporting culture change initiatives
- Medium to long term resource and structure planning based on business strategy
RISK, COMPLIANCE AND GOVERNANCE
- Ongoing pursuit of process improvements and efficiencies across the COE whilst mitigating key resource dependency risks and adhering to inflexible daily deadlines. Establishing best practice and setting standards of excellence
- Ongoing monitoring of Risk environment, mitigation of identified risks (in conjunction with Group and Segment Risk teams)
- Ongoing management of Compliance to applicable legislation, including the Pension Funds Act, FAIS Act and FICA Act (in conjunction with Group and Segment Compliance)
- Identifying financial risks and providing guidance to the team on how to mitigate financial risks with limited resources
STAKEHOLDER ENGAGEMENT
Management of various audits (internal and external)
- Presentations and reporting to various Boards, including Wealth Retirement Fund Trustee meetings, Old Mutual Investment Services (Pty) Ltd, Old Mutual Investment Administration (Pty) Ltd
- Member of the Wealth Agile Release Train Leadership Team
- Representation of the COE in various strategic projects
- Engagement and relationship management with key 3rd party stakeholders, including pricing agents, banks and other asset management companies
- Engagement with various senior internal stakeholders
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Chartered Accountant (CA) qualification (CA(SA)) is mandatory.
- Proven experience in fund administration and accounting within the financial services industry, including the fund administration function of asset management companies
- Strong knowledge of retirement funds, including Regulation 28 requirements, daily investments, pricing, and reconciliations.
- Excellent understanding of regulatory requirements and governance standards (FAIS, Pension Funds Act, Collective Investment Schemes Control Act)
- Exceptional leadership and team management skills.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a dynamic and fast-paced environment.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- Familiarity with Agile methodology (SAFe)
Skills
- Accounting
- Adaptive Thinking
- Analytical Thinking
- Budget Management
- Collaborating
- Data Compilation
- Data Controls
- Evaluating Information
- Executing Plans
- Financial Accounting
- Financial Acumen
- Financial Auditing
- Financial Modeling
- Financial Operations
- Management Accounting
- Management Reporting
- Numerical Aptitude
- People Management
- Policies & Procedures
- Team Leadership
- Team Management
Competencies
- Balances Stakeholders
- Business Insight
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Chartered Accountant: Accounting
Closing Date
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Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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Job Description
- This position of a Business Manager is based in East London, this is a sales management role accountable for an existing and experienced team.
- The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area.
- This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
Duties and Responsibilities:
- Managing the application of Personal Financial Advisor’s sales process.
- Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care)
- Interacting with successful and demanding financial advisors.
- Coaching and development of financial advisors.
- Building and sustaining a productive team.
Assist with General Practice
- Recruitment into an existing Team of Quality Established Advisors
- Recruit into ACA team to ensure you have pipeline of Graduate Advisor
- Development and Implementation of a Local Marketing Plan
Desired Experience and Qualifications:
- Matric or equivalent
- CFP qualification will be an advantage
- Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
- Must have passed RE 5 level 1.
- Previous experience as a Sales Manager is preferable.
- Be accredited on all products that PFA distributes as well as accreditation on other optional products
- Preferably 24 month’s service as a Financial Advisor.
- Have strong administrative capabilitie
- Should be comfortable in applying the sales process
- Should be able to apply the six step financial process
- Profiency in Afrikaans would be advantageous
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements.
- Manages a large-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists.
- Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support.
- Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities.
- Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
- Education
Closing Date
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Skills
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- This role, a Senior Product Accountant position in Old Mutual International, is mainly responsible for the management of the policyholder accounting team together with associated BAU and project deliverables which includes but not limited to review of BAU accounting processes, maintenance and implementation of appropriate levels of internal financial control, compliance at an operational level and interpretation of financial data and predictive results.
- Key responsibilities will include amongst others:
Financial Reporting
- Review of oracle policyholder ledgers
- Review of disclosure reports to OM Wealth reporting team
- Valuation of Investments according to regulatory and international financial reporting standards
- Review of the PH Asset minus Liabilities calculation
- Ownership of the predictive accounting spec that drives the oracle ledgers
- Ensuring and developing a strong internal control environment through maintenance and continuous improvement of the controls process
Reconciliations
- Review of investments NAV reconciliations on a fund level
- Proper analysis of all Investment balance sheet and income statement accounts for validity, completeness, accuracy, and correct recording into the annual financial statements
- Review and in-depth analysis of Fees including checks on system generated fee calculations.
- Review of policyholder bank account recons as well as presentation of aging to management
Investment Repository
- Review of OMI investment repository and all related disclosure requirements
Stakeholder Management
- Working together with key stakeholders across the business in achieve financial/actuarial/management reporting, financial control, and project objectives.
Other
- Be the business finance lead in Controls Improvement Projects and tasks as required.
- Managing the required outcomes of audits of multiple entities which have different audit engagement requirements.
- Working closely with the operations team and or service providers to ensure the completeness and accuracy of Authorized Custodian as well as Direct Funds holdings data for reporting purposes.
Team Effectiveness
- Drive process improvements and simplification in accounting.
- Demonstrates commitment to implementing new technologies and automation of reporting and processes.
- Managing of team members, provides training and support to junior staff members, to ensure accurate and timely reporting and effective operational delivery.
- Strong interpersonal and communication skills and ability to work in diverse teams as well as independently.
Qualifications and Experience required:
- Chartered Accountant or similar qualification (with 4-5 years post article experience)
- 3 - 6 years relevant years’ experience within financial services
- Oracle financials experience would be beneficial.
- Advanced Excel skills would be beneficial.
Skills
- Accounting
- Action Planning
- Analytical Thinking
- Budget Management
- Computer Literacy
- Data Analysis
- Database Reporting
- Data Classification
- Data Compilation
- Data Controls
- Data Encoding
- Data Modeling
- Evaluating Information
- Numerical Aptitude
- Solution Analysis
Competencies
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
- Resourcefulness
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards.
- Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Closing Date
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Responsibilities
Financial Analysis
- Analyses business, financial, control and general operating information to identify trends and opportunities for development and/or correction.
- Provides commentary on financial results and implications and advises on corrective action to be taken.
- Generates financial information.
- Financial Control
Analyse and reports on variances.
- Ensures all controls and working optimally and effectively.
- Ensures all reconciling items are identified and investigated.
- Understand root causes of reconciling items and agrees on remedial action with relevant parties/vendors to eliminate reoccurrence.
- Performs testing and provide sign-off of remedial action before implementation into production.
- Drive implementation of remedial action and ensure that it is delivered successfully within agreed timelines.
- Responsible for the process ownership of key accounting processes on behalf of the wider business, and will thus champion the implementation, measurement and improvement of this/these processes.
- Reviews work performed by team members to ensure that the controls have operated effectively.
- Key involvement in projects.
Governance and Compliance
- Accountable for governance and compliance at an operational level.
- Maintains suitable financial control environment.
- Monitor effectiveness of controls and identify and implement any additional controls required.
- Monitors internal controls and reporting on controls and processes, as well as recommending and implementing amendments to internal controls where appropriate.
- Responsible for audit liaisons as per tax, legislative and statutory requirements and manages the external audit interaction and deliverables.
Management Reporting
- Generates internal management reports to report on internal controls and processes, as well as the financial position of the products.
- Interacts with business unit line managers on financial outcomes, expense trends, etc.
- Provides financial assistance and training to segment finance teams.
- Provides assistance to the actuaries, auditors and other parties requiring information as needed.
Team Effectiveness
- Staff management and development will be a key component outside of the normal delivery.
- Individually accountable for others time, tasks and output quality over periods of three months to a year.
- Balances own priorities with directing and motivating others.
- Creates a climate for optimal performance and guides and directs staff to achieve operational excellence standards.
- Manages performance, plans & assigns work.
- Selects potential staff to sustain customer/client service delivery.
Skills
- Accountable
- Accounting Processes
- Auditing
- Finance
- Financial Analysis
- Financial Analysis and Reporting
- Financial Controlling
- Internal Controls
- Internal Reporting
- Management Reporting
- Patient Outcomes
- Prioritization
- Process Ownership
- Strategic Planning
Education
- CA Qualification, with at least 5 years’ relevant experience preferably in a financial services environment.
Skills
- Accounting
- Action Planning
- Analytical Thinking
- Budget Management
- Computer Literacy
- Data Analysis
- Database Reporting
- Data Classification
- Data Compilation
- Data Controls
- Data Encoding
- Data Modeling
- Evaluating Information
- Numerical Aptitude
- Solution Analysis
Competencies
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
- Resourcefulness
Education
Closing Date
go to method of application »
Job Description
Accounting Records
- Responsible for creating, verifying, and maintaining accounting records.
- Implements accounting processes, systems, and controls for product.
- Provides commentary on financial results and implications and advises on corrective action to be taken.
- Generates financial information.
- Analyses and reports on variances.
Financial Control
- Performs a root cause analysis of all reconciling items to identify the appropriate remediation required.
- Monitors the remediation to ensure that all remediation is being actioned correctly within agreed timelines.
- Maintains suitable financial control environment.
- Understand root causes of reconciling items and agrees on remedial action with relevant parties/vendors to eliminate reoccurrence.
- Monitor effectiveness of controls and identify and implement any additional controls required.
- Performs testing and provide sign-off of remedial action before implementation into production.
- Key involvement in projects.
Governance and Compliance
- Accountable for governance and compliance at an operational level.
- Maintains suitable financial control environment.
- Monitor effectiveness of controls and identify and implement any additional controls required.
- Responsible for audit liaisons as per tax, legislative and statutory requirements and provide input into the audit process.
Management Reporting
- Generates internal management reports to report on internal controls and processes, as well as the financial position of the products.
- Interacts with business unit line managers on financial outcomes, expense trends, etc.
- Provides financial assistance and training to segment finance teams.
- Provides assistance to the actuaries, auditors and other parties requiring information as needed.
Role Minimum Requirements:
- Financial Tertiary Education (B. Com., B.Compt., etc.) with at least 5 years’ relevant experience preferably in a financial services environment.
- Articles would be advantageous.
- Action orientation, self-starter, decisive and fast paced.
- Ability to work under pressure.
- Superior analytical and interpretation skills.
- Excellent interpersonal and relationship building skills.
- Verbal and written communication skills.
- Ability to interact at all levels with stakeholders.
- Solid planning, organising and time-management skills.
- Must be an innovative and strategic thinker.
- Good application of business principles
- Attention to detail
Responsibilities
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Financial Management and Control
- Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Financial Information Systems
- Support the implementation of financial systems process changes and enhancements; ensure all changes are effectively implemented.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.
- Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance.
- Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions to build their capabilities.
- Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Budgeting
- Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Skills
- Accounting
- Budget Management
- Business Requirements Analysis
- Data Controls
- Evaluating Information
- Financial Accounting
- Financial Acumen
- Financial Analysis
- Financial Auditing
- Financial Modeling
- Legal Practices
- Management Accounting
- Policies & Procedures
- Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Financial Analysis
- Analyses business, financial, control and general operating information to identify trends and opportunities for development and/or correction.
- Provides commentary on financial results and implications and advises on corrective action to be taken.
- Generates financial information.
Financial Control
- Analyse and reports on variances.
- Ensures all controls and working optimally and effectively.
- Ensures all reconciling items are identified and investigated.
- Understand root causes of reconciling items and agrees on remedial action with relevant parties/vendors to eliminate reoccurrence.
- Performs testing and provide sign-off of remedial action before implementation into production.
- Drive implementation of remedial action and ensure that it is delivered successfully within agreed timelines.
- Responsible for the process ownership of key accounting processes on behalf of the wider business, and will thus champion the implementation, measurement and improvement of this/these processes.
- Reviews work performed by team members to ensure that the controls have operated effectively.
- Key involvement in projects.
Governance and Compliance
- Accountable for governance and compliance at an operational level.
- Maintains suitable financial control environment.
- Monitor effectiveness of controls and identify and implement any additional controls required.
- Monitors internal controls and reporting on controls and processes, as well as recommending and implementing amendments to internal controls where appropriate.
- Responsible for audit liaisons as per tax, legislative and statutory requirements and manages the external audit interaction and deliverables.
Management Reporting
- Generates internal management reports to report on internal controls and processes, as well as the financial position of the products.
- Interacts with business unit line managers on financial outcomes, expense trends, etc.
- Provides financial assistance and training to segment finance teams.
- Provides assistance to the actuaries, auditors and other parties requiring information as needed.
Team Effectiveness
- Staff management and development will be a key component outside of the normal delivery.
- Individually accountable for others time, tasks and output quality over periods of three months to a year.
- Balances own priorities with directing and motivating others.
- Creates a climate for optimal performance and guides and directs staff to achieve operational excellence standards.
- Manages performance, plans & assigns work.
- Selects potential staff to sustain customer/client service delivery.
Skills
- Accountable
- Accounting Processes
- Auditing, Finance
- Financial Analysis
- Financial Analysis and Reporting
- Financial Controlling
- Internal Controls
- Internal Reporting
- Management Reporting
- Patient Outcomes
- Prioritization
- Process Ownership
- Strategic Planning
Education
- CA Qualification, with at least 5 years’ relevant experience preferably in a financial services environment.
Skills
- Accounting,
- Action Planning
- Analytical Thinking
- Budget Management
- Computer Literacy
- Data Analysis
- Database Reporting
- Data Classification
- Data Compilation
- Data Controls
- Data Encoding
- Data Modeling
- Evaluating Information
- Numerical Aptitude
- Solution Analysis
Competencies
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
- Resourcefulness
Education
Closing Date
go to method of application »
Key Responsibilities
Marketing Research & Insights
- Gather and analyse customer, competitor, and market data to support campaign planning and marketing strategy. Assist in identifying trends, target audiences, and areas for growth.
Campaign Coordination
- Support the execution of marketing campaigns across digital, social, and traditional channels. Assist with campaign planning, content creation, scheduling, and performance tracking.
Digital Marketing Support
- Contribute to website content updates, SEO optimisation, and social media management. Monitor engagement metrics and suggest opportunities for improvement.
Customer Engagement & Experience
- Assist in delivering consistent brand messaging and customer experiences. Support initiatives that enhance customer satisfaction, loyalty, and engagement across marketing touchpoints.
Brand & Content Management
- Help maintain brand consistency by adhering to brand guidelines and reviewing marketing materials. Collaborate with designers and content creators to develop engaging materials.
Data Collection & Performance Reporting
- Collect marketing data from digital platforms, surveys, and internal systems. Create performance reports and dashboards to track ROI and campaign effectiveness.
Marketing Innovation
- Bring fresh ideas to team discussions and contribute to brainstorming sessions. Identify trends and technologies that could improve how we engage with customers.
Knowledge Sharing
- Capture and document marketing best practices, lessons learned from campaigns, and success stories to build a shared knowledge base.
Compliance & Brand Governance
- Gain awareness of legal, regulatory, and compliance requirements relevant to marketing activities. Ensure adherence to data privacy laws and brand standards.
Personal & Professional Development
- Participate in training, mentoring, and development initiatives. Build your marketing toolkit through structured learning and hands-on experience.
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Competency and skills
- Data modelling
- Analysis and insights
- Creativity and innovation
- Collaboration
- Effective communication
- Client centric
- Ownership and accountability
- Organisationally savvy
- Self-development
Skills
- Action Planning
- Analytical Thinking
- Business Case Development
- Current State Assessment
- Customer Service
- Customer Service Delivery
- Customer Service Operations
- Data Compilation
- Data Modeling
- Developing Creative Solutions
- Evaluating Information
- Legal Practices
- Oral Communications
- Service to Sales
- Solution Analysis
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Job Description
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
Method of Application
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