Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- 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.
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
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Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
go to method of application »
Job Description
- We are seeking to appoint a Senior Investment Analyst within the Old Mutual Customised Solutions boutique of Old Mutual Investment Group. The successful candidate will report to the Head of Investment & Quant Research and be responsible for assisting with investment research as well as the improvement of the current systemic processes. Predictive modelling, advanced algorithm design and optimisation that help the investment team to drive performance across the fund range will be part of the daily deliverables, along with any associated research activities.
Key Result Areas
The key objective is the research and development of new systematic tools and strategies, as well as the improvement of the current processes
- Assist in defining the investment and quant research framework
- Design and improve analytics tools and research engine
- Develop models for security selection across asset classes and across the risk spectrum
- Develop and test various optimisation methodologies
- Improve portfolio construction by developing tools to enhance and maximise the model transfer coefficient
- Research new risk management ideas
- Develop analytics tools and process large amounts of data
- Present on progress and results of research projects
- Document and validate all research, models and processes
- Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability
- Build the infrastructure required for optimal extraction, transformation and loading of data from a wide variety of data sources
- Build analytics tools that utilize the data pipelines to provide actionable insights into customer acquisition, operational efficiency, and other key business performance metrics
- Evaluate, benchmark, and improve the scalability, robustness, efficiency and performance of big data platform and applications
Requirements: Skills, Qualifications and Experience required
- Appropriate degree (honours preferable) with quantitative focus e.g., Maths/Stats/Computer Science/Investments/CFA
- 3-5 years relevant experience in financial services
- Meet FAIS requirements – education and experience
- Thorough understanding of the investment environment and financial markets; equity, fixed income and derivative markets both international and domestic
- Quantitative and financial modelling experience
- A good understanding of operational processes, various market settlement windows, benchmarks, mandates, tracking error, compliance and order management systems
- Advanced knowledge of Python and SQL is a prerequisite
- Experience with version control and relational database solutions
Competencies
- Enthusiasm and a passion for investments
- Sound Relationship management
- Decision making
- Ability to process large volumes of data
- Initiating Action
- Ownership
- Team Orientation
- Technical Knowledge and Modelling skills
- Risk Analysis
- Thinking skills
- Communication skills
- Presentation skills
- Ability to perform well under pressure
- Excellent attention to detail
Education
- Honours Degree (Hons): Computer and Information Science (Required), Honours Degree (Hons): Investment Management (Required), Honours Degree (Hons): Mathematics (Required)
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The Opportunity:
- Old Mutual Finance is currently seeking to hire a Lead Analyst Programmer. This is a nationally based role that forms part of the Old Mutual Finance Information Technology Team. The objective of this role is to define, develop, test, analyze, and maintain new software applications in support of the achievement of business requirements. This includes coding, testing, and analyzing software programs.
In This Role, You will Get To:
- Design and program software solutions based on user requirement specifications.
- Manage the implementation of software solutions.
- Review the work of Junior Programmers and provide required coaching and mentoring to ensure quality of delivery as well as provide support.
- Investigate, analyse and resolve production issues escalated to Third-Line Development Team Support.
- Identify inefficiencies and work towards continuous improvement of existing systems and/or processes.
- Contribute to Old Mutual Finance body of knowledge (Documentation, Wikis, How-To Guides).
- Participate actively in Scrum delivery ceremonies (Stand-ups, Planning, Design Retrospectives and Reviews).
What You Will Need To Succeed:
- A Matric or Grade 12 equivalent, relevant Tertiary Qualification as well as a minimum of 8 years’ experience in Software Design and Programming.
You will also need to have experience in working with the following technologies in an Agile environment:
- Java
- Spring Boot
- Docker
- Kubernetes
- ANT
- Maven
- Source control – Git, SVN
- XML
- XSL
- Html
- xsl:fo
- Jquery
- Jenkins
- Patterns
- UML
- Relational databases
- Object databases
- SQL
- Web servers (e.g Tomcat, Jetty,Netty)
go to method of application »
The Opportunity:
- Old Mutual Finance is currently seeking to hire a Lead Analyst Programmer. This is a nationally based role that forms part of the Old Mutual Finance Information Technology Team. The objective of this role is to define, develop, test, analyze, and maintain new software applications in support of the achievement of business requirements. This includes coding, testing, and analyzing software programs.
In This Role, You will Get To:
- Design and program software solutions based on user requirement specifications.
- Manage the implementation of software solutions.
- Review the work of Junior Programmers and provide required coaching and mentoring to ensure quality of delivery as well as provide support.
- Investigate, analyse and resolve production issues escalated to Third-Line Development Team Support.
- Identify inefficiencies and work towards continuous improvement of existing systems and/or processes.
- Contribute to Old Mutual Finance body of knowledge (Documentation, Wikis, How-To Guides).
- Participate actively in Scrum delivery ceremonies (Stand-ups, Planning, Design Retrospectives and Reviews).
What You Will Need To Succeed:
- A Matric or Grade 12 equivalent, relevant Tertiary Qualification as well as a minimum of 8 years’ experience in Software Design and Programming.
You will also need to have experience in working with the following technologies in an Agile environment:
- Java
- Spring Boot
- Docker
- Kubernetes
- ANT
- Maven
- Source control – Git, SVN
- XML
- XSL
- Html
- xsl:fo
- Jquery
- Jenkins
- Patterns
- UML
- Relational databases
- Object databases
- SQL
- Web servers (e.g Tomcat, Jetty,Netty)
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- 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.
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
go to method of application »
Job Description
- To deliver a world-class customer-focused and quality claims service by attending to phone calls and interacting with customers.
- Take inbound (First Notification of Claim) and make outbound calls in accordance with predetermined schedules
- Telephonically take customer through the claims process – this would involve immediate resolution of claim (where appropriate).
- Deal with all customers in a professional manner in strict accordance with the business culture, products and quality standards
- Manage time and workloads to ensure that deadlines and targets are met.
- Be personally responsible for reaching set targets.
- Demonstrate an excellent knowledge of product and claim terms, rules and conditions in order to correctly advise and assist the customer.
- Identify claim scams, inconsistencies or fraudulent activity and alert the responsible person following the appropriate policies, compliance and market trends
- Monitor business results.
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The Role:
- Reporting to the Senior Regulatory Accountant, the role will be primarily accountable for the preparation of OML Regulatory reporting to the Regulator and for internal and external purposes.
The successful candidate will:
- own the process of planning, preparing and analysing submissions to the PA and other regulatory bodies on behalf of the designated Insurance Group and Financial Conglomerate;
- own the process of preparing ad-hoc regulatory submissions (including applications) as and when required;
- adhere to strict internal timelines to achieve deadlines set by the regulator;
- support key stakeholders and manage interdependencies between Balance Sheet Management (BSM), Office of the Chief Actuary, Group Actuarial, Segment Finance and the Group Reporting & Insights teams with regulatory matters;
- support the external audit process by adhering to timelines and addressing queries timeously;
- support the business planning capital process (incl. ORSA) to ensure these are completed (with supporting analysis) timeously, including the production of relevant elements of the capital dashboard for BSM;
- drive operational excellence through active process review and improvements that ensure deliverables are performed accurately and efficiently;
- keep abreast with regulatory developments and ensure compliance within processes;
- participate in knowledge sharing initiatives within Group Reporting & Insights team
- have an understanding of legal and management consolidation structures with a strong appreciation of need for process disciplines and controls
Job Requirements
- Minimum requirement: Qualified CA (SA)
- HFM experience advantageous
- Attention to detail & strong analytical skills
- Good communication skills – able to present complex reporting matters / issues to senior management
- Strong Excel skills
- Willing and able to learn fast and assimilate a significant amount of information
- Flexibility and willingness to work outside strictly defined role and hours when required
- Motivated self-starter & team player
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
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
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Job Description
- Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of brokers.
Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry.
- Deliver consistent growth on Gross Written Premium (Monthly / Quarterly / Annually) through ensuring quotes and sales are continuously hitting planned targets.
- Proactively monitor sales trends and identify and implement corrective actions as required. (i.e. drive new business by managing quotations and conversion ratios to guide conversations / provide status updates)
- Deliver profitability and growth targets by ensuring that services and solutions provided to our brokers within the candidate’s portfolio meets or exceeds defined service level agreements.
- Deliver on coordinated business development opportunities.
- Support the Senior Relationship Manager make and deliver presentations to brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.
- Ensure statutory and legislative knowledge is always current in order to resolve broker issues, queries as well as customer complaints.
- Be able to advise the business on corrective solutions to mitigate compliance and business risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to contract rights and obligations, organisational policies, practices and procedures.
- Ensure and execute, where necessary, the audit findings are remediated within agreed timelines.
- Ensure a consistent, detailed understanding amongst your peers within the team that business development targets, goals, performance levels, products, business rules and conditions.
- Explore as well as drive opportunities to improve and expand product and service offerings.
- Collaborate with PLCC, Centre of Excellence Underwriting, Sales a and Services Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
- Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
- Agree and drive targets with brokers to achieve growth and profitability budgets
- Identify cross & up selling opportunities across all products.
Continuous improvement to ensure effective service
- Deliver on campaigns and interventions in line with opportunities, available resources, product scope and best practices.
- Lead the measurement, assessment and reporting on the performance of the portfolio.
- Drive the efficiencies that are required from on-platform activities by brokers.
- Ensure that any duplication or wastage is eliminated from the processes within the portfolio.
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 maintain service delivery.
Ensure cost efficiency through financial and corporate governance
- Contribute to the development and implementation of fit for purpose budgets.
- Manage supplier relationships, and budgets associated with projects.
Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer multiple product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the business to deliver required quotes, sales as well as service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
Education
- Matriculation Certificate (Matric) (Required)
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Job Description
- The Agile Capability Manager is responsible for building, leading and motivating scrum master & delivery teams, ensuring that they have the appropriate skills and competencies available within their respective teams and fosters a multi-disciplinary delivery team culture.
- A key responsibility of the Capability Manager will be to support cross-functional teams as they adopt an agile approach to delivery. The primary purpose of the role is to analyse specific gaps and develop sustainable strategies to ensure effective and efficient business outcomes for Information Technology. The role supports timely and appropriate skill, knowledge and behavioral development as well as succession planning for individuals.
- Requires strong communication, interpersonal, organizational and team building skills, business judgment, and proven expertise in directing the efforts of a technical staff. In-depth knowledge of business functions and understanding of business operations, strategies, and objectives.
Main activities:
- Actively demonstrate the importance of collaboration by working closely with all stakeholders to resolve resource issues and blockers across delivery teams.
- Plan and track progress against strategic road maps whilst challenging and providing direction.
- Contribute to the building of a strategically agile culture alongside the senior management team.
- In conjunction with the Service Delivery Managers, ensure the staffing levels, skills and capabilities meet demand.
- Communicate with the specialists in their capability to ensure they have the support and understanding they need to work at maximum effectiveness.
- Identify capability training and development requirement, ensuring employee knowledge and skills are appropriate to their current and future roles.
- Lead the ongoing professional development of the capability specialists and the promotion of best practice within these teams.
- Contribute to the performance management for team members actively managing both strong and poor performance.
- In conjunction with the Service Delivery Manager, understand the pipeline of work. Strategically plan for future business needs and direct the timely deployment of appropriate resources.
- In conjunction with the Service Delivery Managers, identify and organise additional resources based on skill capability and the requirements of the flexible delivery teams.
- Establish and formalise governance, disciplines and controls for a specialist function.
Technical Operations and Development
- Lead the strategic development of a specialist function and think strategically about how to improve, optimize, and expand it to meet the goals and objectives of the business and IT strategy, in conjunction with the Capability Lead.
Technical Effort Management
- Manage capability within budget and schedules.
Organizational Management
- Plan and manage capability budgets.
- Liaise with other relevant groups, partner organizations, and external vendors as needed in relation to operational matters.
- Advise and implement IT disciplines and approaches within a fast-paced tech environment.
- Communicate complex technical information to non-technical people in a comprehensible form.
- Identify improvements to operational systems, processes, and policies in support of IT and business strategy.
Scope of Influence
- Advises Peers, Engineers, Manager, Senior Manager
- Responds to stakeholder needs and influences the development of alternative solutions.
- Actively mentors/develops others - improving their skills, their knowledge, and their ability to get things done correctly.
- Assesses readiness of scrum masters engineers for promotion. You actively participate in the hiring process.
Requirements:
- Relevant Bachelor’s degree or Diploma in Information Technology.
- Relevant Scrum Master certification.
- Minimum 6 years of experience in agile software development including coaching on agile methodologies.
- High level of technology awareness and experience of recruiting and /or procuring a wide range of technical expertise.
- A cooperative and outcome focused approach to employee and peer interactions with proven ability to coach and mentor employees through change, harnessing strengths and abilities to affect positive change outcomes.
- Exceptional knowledge and understanding of tools and methods for delivering IT Solutions.
- Demonstrated ability, managing the capabilities needed to deliver in a complex operational environment.
go to method of application »
Job Description
- The Agile Capability Manager is responsible for building, leading and motivating scrum master & delivery teams, ensuring that they have the appropriate skills and competencies available within their respective teams and fosters a multi-disciplinary delivery team culture.
- A key responsibility of the Capability Manager will be to support cross-functional teams as they adopt an agile approach to delivery. The primary purpose of the role is to analyse specific gaps and develop sustainable strategies to ensure effective and efficient business outcomes for Information Technology. The role supports timely and appropriate skill, knowledge and behavioral development as well as succession planning for individuals.
- Requires strong communication, interpersonal, organizational and team building skills, business judgment, and proven expertise in directing the efforts of a technical staff. In-depth knowledge of business functions and understanding of business operations, strategies, and objectives.
Main activities:
- Actively demonstrate the importance of collaboration by working closely with all stakeholders to resolve resource issues and blockers across delivery teams.
- Plan and track progress against strategic road maps whilst challenging and providing direction.
- Contribute to the building of a strategically agile culture alongside the senior management team.
- In conjunction with the Service Delivery Managers, ensure the staffing levels, skills and capabilities meet demand.
- Communicate with the specialists in their capability to ensure they have the support and understanding they need to work at maximum effectiveness.
- Identify capability training and development requirement, ensuring employee knowledge and skills are appropriate to their current and future roles.
- Lead the ongoing professional development of the capability specialists and the promotion of best practice within these teams.
- Contribute to the performance management for team members actively managing both strong and poor performance.
- In conjunction with the Service Delivery Manager, understand the pipeline of work. Strategically plan for future business needs and direct the timely deployment of appropriate resources.
- In conjunction with the Service Delivery Managers, identify and organise additional resources based on skill capability and the requirements of the flexible delivery teams.
- Establish and formalise governance, disciplines and controls for a specialist function.
Technical Operations and Development
- Lead the strategic development of a specialist function and think strategically about how to improve, optimize, and expand it to meet the goals and objectives of the business and IT strategy, in conjunction with the Capability Lead.
Technical Effort Management
- Manage capability within budget and schedules.
Organizational Management
- Plan and manage capability budgets.
- Liaise with other relevant groups, partner organizations, and external vendors as needed in relation to operational matters.
- Advise and implement IT disciplines and approaches within a fast-paced tech environment.
- Communicate complex technical information to non-technical people in a comprehensible form.
- Identify improvements to operational systems, processes, and policies in support of IT and business strategy.
Scope of Influence
- Advises Peers, Engineers, Manager, Senior Manager
- Responds to stakeholder needs and influences the development of alternative solutions.
- Actively mentors/develops others - improving their skills, their knowledge, and their ability to get things done correctly.
- Assesses readiness of scrum masters engineers for promotion. You actively participate in the hiring process.
Requirements:
- Relevant Bachelor’s degree or Diploma in Information Technology.
- Relevant Scrum Master certification.
- Minimum 6 years of experience in agile software development including coaching on agile methodologies.
- High level of technology awareness and experience of recruiting and /or procuring a wide range of technical expertise.
- A cooperative and outcome focused approach to employee and peer interactions with proven ability to coach and mentor employees through change, harnessing strengths and abilities to affect positive change outcomes.
- Exceptional knowledge and understanding of tools and methods for delivering IT Solutions.
- Demonstrated ability, managing the capabilities needed to deliver in a complex operational environment.
go to method of application »
Job Description
- The Agile Capability Manager is responsible for building, leading and motivating scrum master & delivery teams, ensuring that they have the appropriate skills and competencies available within their respective teams and fosters a multi-disciplinary delivery team culture.
- A key responsibility of the Capability Manager will be to support cross-functional teams as they adopt an agile approach to delivery. The primary purpose of the role is to analyse specific gaps and develop sustainable strategies to ensure effective and efficient business outcomes for Information Technology. The role supports timely and appropriate skill, knowledge and behavioral development as well as succession planning for individuals.
- Requires strong communication, interpersonal, organizational and team building skills, business judgment, and proven expertise in directing the efforts of a technical staff. In-depth knowledge of business functions and understanding of business operations, strategies, and objectives.
Main activities:
- Actively demonstrate the importance of collaboration by working closely with all stakeholders to resolve resource issues and blockers across delivery teams.
- Plan and track progress against strategic road maps whilst challenging and providing direction.
- Contribute to the building of a strategically agile culture alongside the senior management team.
- In conjunction with the Service Delivery Managers, ensure the staffing levels, skills and capabilities meet demand.
- Communicate with the specialists in their capability to ensure they have the support and understanding they need to work at maximum effectiveness.
- Identify capability training and development requirement, ensuring employee knowledge and skills are appropriate to their current and future roles.
- Lead the ongoing professional development of the capability specialists and the promotion of best practice within these teams.
- Contribute to the performance management for team members actively managing both strong and poor performance.
- In conjunction with the Service Delivery Manager, understand the pipeline of work. Strategically plan for future business needs and direct the timely deployment of appropriate resources.
- In conjunction with the Service Delivery Managers, identify and organise additional resources based on skill capability and the requirements of the flexible delivery teams.
- Establish and formalise governance, disciplines and controls for a specialist function.
Technical Operations and Development
- Lead the strategic development of a specialist function and think strategically about how to improve, optimize, and expand it to meet the goals and objectives of the business and IT strategy, in conjunction with the Capability Lead.
Technical Effort Management
- Manage capability within budget and schedules.
Organizational Management
- Plan and manage capability budgets.
- Liaise with other relevant groups, partner organizations, and external vendors as needed in relation to operational matters.
- Advise and implement IT disciplines and approaches within a fast-paced tech environment.
- Communicate complex technical information to non-technical people in a comprehensible form.
- Identify improvements to operational systems, processes, and policies in support of IT and business strategy.
Scope of Influence
- Advises Peers, Engineers, Manager, Senior Manager
- Responds to stakeholder needs and influences the development of alternative solutions.
- Actively mentors/develops others - improving their skills, their knowledge, and their ability to get things done correctly.
- Assesses readiness of scrum masters engineers for promotion. You actively participate in the hiring process.
Requirements:
- Relevant Bachelor’s degree or Diploma in Information Technology.
- Relevant Scrum Master certification.
- Minimum 6 years of experience in agile software development including coaching on agile methodologies.
- High level of technology awareness and experience of recruiting and /or procuring a wide range of technical expertise.
- A cooperative and outcome focused approach to employee and peer interactions with proven ability to coach and mentor employees through change, harnessing strengths and abilities to affect positive change outcomes.
- Exceptional knowledge and understanding of tools and methods for delivering IT Solutions.
- Demonstrated ability, managing the capabilities needed to deliver in a complex operational environment.
go to method of application »
Job Description
This Johannesburg-based role (which will require travel to Cape Town and other regional offices) will form part of the office of the Group Head of Tax. The Group Head of Tax is responsible for providing the group-wide signoff and oversight on the implementation of the tax risk management strategy and policy to support the group's business strategy. This includes oversight of the internal and external tax processes to execute on, amongst others, the tax compliance, advisory and financial reporting and disclosures in the annual financial statements, including the Tax Transparency Report (as part of the Integrated Reporting Suite).
In the main, as part of the Group Tax Executive Committee, the candidate will be responsible for the following:
- To provide effective support to the OML Group Head of Tax on all strategic initiatives and developments.
- For the management of senior tax executives in the Group Tax team, the wider Group Finance team and business segments to ensure effective execution on strategic projects and timeous delivery of all critical reports (see below).
- Setting and monitoring the effectiveness of the group tax governance and control framework,
- In collaboration with the Group Tax Leadership team, reviewing the effectiveness of the implementation of the tax risk management policy throughout the business segments ie testing standard operating procedures in place to ensure the area of risk is adequately mitigated)
- In collaboration with the Group Tax Leadership team, co-ordination and management of the processes for the preparation and delivery to deadlines, of the reports that are presented at various meetings (eg audit committee meetings, Executive Finance Committee meetings, Segment Reporting, Quarterly Business Review, Simplification Unit etc)
Execution in the role will require regular internal and external stakeholder management. It is imperative that the successful candidate has ‘presence’ and is capable of building strong, trusting relationships within the Group Tax team, in the wider Group Finance team, with business executives and externally (eg SARS, ASISA, etc). This role requires an agile, ‘self-driven’ person comfortable with ambiguity, with a very strong ‘can-do’ attitude. High levels of integrity, maturity, assertiveness/confidence and confidentiality are critical requirements. The successful candidate must have very strong communication and presentation skills. Strong numerical and analytical skills are necessary.
Group Tax provides tax advisory, certain tax compliance services and tax reporting (in its widest sense) to the Old Mutual Limited Group. We consider ourselves a specialist business partner, and aim to provide deep, specialist tax knowledge to enable and lead the group effectively and to efficiently integrate tax into business and decision-making processes. We derive the key messages and support the group in communicating our tax contribution in a transparent manner.
The incumbent along with the Group Tax team will be responsible for leading various tax provisioning and tax reporting processes, as well as certain tax advisory services to the Old Mutual Group. The role offers a challenging blend of strategic input and governance, technical comprehension and relationship building, while leading with influence and executing conscientiously.
Key Result Areas
Group Tax Projects
- In collaboration with other senior members of the Group Tax Team, oversee the development and/or regular updating of the Group Tax strategic project plans, project scorecards and budgets (including project delivery in terms of the Tax Optimisation Programme, Remediation Programme, Implementation of new legislation (eg tax changes as a consequence of the implementation of IFRS 17), Implementation of new reporting systems, etc)
- Oversee actual spend against budgets
- Monitor the flight plans for projects and raise red flags/barriers to delivery
- Regular feedback on the status of the projects (including reports in preparation for project steering committee meetings) and timeous escalation where delivery deadlines are at risk.
- Ensure due diligence (build versus business requirement specifications) reports are obtained that support the closure of projects.
Tax Risk Management Process
- Lead the process to refresh standard operating procedures to ensure that these procedures are comprehensive, relevant and aligned to the tax risk attestations
- Lead the process to ensure that the required internal controls are included in the internal controls system - where Group Tax is responsible, that these are signed off timeously with the relevant evidence in place
- Work as part of a wider team, to ensure that tax risks within the Old Mutual Group are identified, well understood and managed within acceptable risk parameters
- Lead the process to refresh and implement updated Tax Risk Management strategy and policy throughout the business segments.
- Co-ordinate and consolidate input to deliver the various tax risk attestations required (for example, letter of representation, Financial Reporting Controls attestation, model risk attestations, etc)
- Takes ownership of end-to-end documentation for assigned, ‘in scope’ processes (or sub-processes) and sign off of periodic, internal confirmations on the effectiveness of key controls relevant to the tax controls framework.
Tax Compliance and Reporting
- Develop, maintain and monitor the tax compliance and reporting calendar. This should include submission deadlines for various tax return submissions (for example, income tax returns, provisional tax returns, dividend withholding tax, employees tax, IT3 certificates, etc), other regulatory filings (for example, revenue authority objections) and internal reporting deadlines (for example, year-end reporting, tax transparency report, etc).
- Monitor workflow tracker to drive delivery and ensure that all deadlines are met.
- Provide regular feedback on the status of the various deliverables and timeously escalate where delivery deadlines are at risk.
General
- Drive pre-reporting tax processes (for example, ensure that the appropriate teams reconcile accounts to latest statements of account, review tax payment reconciliations, ensure that top up tax payments are timeous, and internal expense budgets and forecasts are compiled)
- Engage with external entities (for example, ASISA, SARS & National Treasury) and co-ordinate commentary on proposed tax legislation, tax practice and national tax strategy (policy formation), as appropriate
- Stay abreast of tax changes and lead the process to ensure that legislative and compliance changes are communicated timeously, and act as the feedback loop internally and externally to ensure changes are implemented
- Support the Group Head of Tax with monitoring and engaging the business on, for example, tax implications of major corporate action (for example, mergers and acquisitions, unbundling, share buy-backs, bond issues, etc), new product development, new systems implementations, etc.
Relationship Building
- Build and maintain relationships with executives and senior management, as well as key individuals, in Group Tax, across Group Finance and across the business segments
- High level of contact with external parties and stakeholders, as required.
Communication & Engagement
- Co-ordinate the process of research, preparation of reports, presentations, media pieces, etc.
- Eminence: Manage the process to deliver tax input into wider campaigns (for example, the National Budget Campaign).
Personal Effectiveness
- Accountable for service delivery through own efforts as well as the influencing of others.
- Individually accountable for managing own time, tasks, and quality of reports/output.
- Contribution by deepening and broadening skills.
- Collaborate effectively with others to achieve personal results.
- Lives and drives the company values and culture we aspire to have in Group Tax.
Support to the Group Head of Tax
- Coordinates resources to gather information and may prepare of various reports (including reports to Exco and Audit Committee of the Board).
- Responsible for ensuring relevant matters are included on board, EXCO agendas and Group Tax Leadco agendas.
- Communicating and escalating important issues within the business appropriately.
- Required to investigate and research various ad-hoc business-issues, strategic initiatives and developments.
- Required to respond timeously and professionally to a variety of ad hoc projects, business issues, client requests and stakeholder requests, etc. that impact across the organisation.
- Ensures Group Head of Tax is equipped with necessary reports and information to proceed with internal and external meetings.
- Represents the executive on certain ad hoc projects, meetings and events as required.
- Responsible for the planning and execution of internal and external events hosted by the Group Head of Tax.
- Plan the yearly calendar for the Group Head of Tax which will form the basis of the Group Tax calendar.
- Keep a record of and follow up on action arising out of Group Tax Leadco meetings.
- Provide the Group Head of Tax with informed suggestions on how to deal with smaller matters arising out of the business following consultation with other senior managers.
Requirements
- CA(SA) with at least 8 years core tax advisory, tax compliance experience and tax reporting experience. H.Dip Tax or Tax Honours /Masters required.
- Strong knowledge of financial services industry and understanding of Insurance Products.
- Essential IFRS knowledge, particularly relating to deferred tax, tax disclosure, and those applicable to financial services.
- Good operational understanding across the financial services industry, such as long-term insurance companies, short-term insurance, unit trusts, LISPs, asset management and banking.
- Strong communication skills – is able to communicate large complex matters/changes using simple written and verbal skills.
- Tax risk management/oversight experience.
- Experience with transformation of tax functions (people, process, data, technology) would be a distinct advantage.
- Adaptable and able to cope with a dynamic environment: must drive matters to completion (get things done).
- Must display emotional maturity and resilience - is able to multi-task (manage the outcomes to deadlines of multiple engagements) and work well under pressure.
- Reliable and display a professional approach.
- Maintain confidentiality of all information, both from internal and external sources.
- Display solid business acumen.
- Accountable for achieving results through own efforts and/or through managing efforts of a tax specialist team including working in collaboration with the wider Group Tax/Group Finance team.
Personal attributes
- Articulate. excellent verbal and written communication skills (including report writing)
- The ability to perform under pressure
- The ability to interact, work with and manage diverse teams
- Strong forward-thinking and analytical skills
- Pragmatic and numerate
- Logical thought processes and critical thinking skills resulting in sound judgment at an enterprise level
- Decisive and pragmatic
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question
Skills
- Deadline Management, End Reporting, Financial Analysis and Reporting, Internal Reporting, Management Reporting, Reporting Processes, Risk Management Strategies, Stakeholder Management, Strategic Projects
Education
- Chartered Accountant (Required), Higher Diploma: Taxation (Required), Honours Degree (Hons): Taxation (Required), Masters Degree (M): Taxation
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Job Description
- Next176 is driven by a purpose to deliver impactful and sustainable innovations that affect a billion people. Our communications with the various stakeholders in our ecosystem, needs to effectively drive this brand purpose and ambition (and that of our ventures), through all forms of communication media and engagement platforms. These include web, email, public relations, social media and events.
Strategy
- Develop the overall Next176 communication strategy through thorough engagement with the various teams and stakeholders. The strategy should reflect the needs of the various teams and stakeholders across the various communication channels
- Support the formulation of communication strategies for ventures and investees (where needed)
- In consultation with the various teams, manage the development of an engagement plan
- Ensures integrity and compliance to the Next176 brand strategy across all channels and associated usage with OML Group
Planning and execution
- Develop engagement plans that deliver on the overall strategy (accounting for all communication channels and events)
- Where necessary, drive the development of any accompanying content plans and calendars
- Drive the execution of all engagements, content creation and posting, brand refreshes and other communication requirements for the realisation of the outlined strategy
- Support the leadership team in handling PR engagements, through briefing media, planning talking points, and arranging schedules
- Ensure internal communications are current and relevant to support the development of the desired team culture
- Plan and co-ordinate the execution of events as required to meet the communications strategy.
- Ensure an appropriate communication plan is in place and implemented so that Next176 being recognised as a notable player in the entrepreneurial and corporate innovation ecosystem in at least all of Old Mutual’s markets.
- Manage the events calendar for Next176 ensuring that events are well planned and timed to deliver maximum value through tangible results and outcomes
- Have a good understanding of Next176 business and associated ventures to ensure appropriate application of a communication and events strategy
- Actively research and keep up to date with digital and industry trends and recommend new ways communications can be enhanced within our business.
- Review new technologies and keep business at the forefront of developments in communication
Stakeholder Management
- Identify, build and maintain sustainable relationships with relevant partners in OML, professional bodies and/or regulatory bodies, to support the implementation of communication and marketing solutions
- Manage relationships and evaluate performance of service providers and external consultants and ensure all the services are delivered in line with the agreed standard and cost
- Maintain and coordinate marketing and communication activities across Next176 and OML to ensure compliance and synergies to ensure we meet our objectives
- Coordinate relationships with other stakeholder groups and associates who influence internal and external marketing communication implementations. This includes designated communication partners from OML group.
- Manage agency and partner relationships to ensure the best quality support and service delivery.
Reporting and Insights
- Ensure that the impact of communication and events initiatives and track and report adoption and outcomes resulting from such initiatives
- Analyze key metrics and provide insights and recommendations to business
Governance
- Ensure adherence to the Next176 brand strategy and governance processes, ensuring compliance with relevant Old Mutual governance processes and forums, where appropriate
- Ensure appropriate quality assurance processes are in place
Financial Management
- In consultation with the various teams and stakeholders, develop and manage the marketing budget, review and solicit the required approvals for expenditure in line with set budget, identify and implement cost efficiencies
- In consultation with the various teams and stakeholders, develop and manage the marketing budget, review and solicit the required approvals for expenditure in line with set budget, identify and implement cost efficiencies
Skills
- Digital Marketing Platforms, Emerging Technologies, Marketing, Marketing Communications (MarCom), Social Media Communications, Social Media Technologies, Strategic Communication
Education
- Bachelor of Communication and Media Studies (BCoMS): Marketing
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Job Description
- Provide quality claims negotiating outcomes for the Claims function through effective and efficient claims negotiations and finalisation of claims.
- Answer telephone and email queries from the brokers, based on updated logs
- Analyze claim and confirm cover
- Draft rejection letter if claim rejected
- Request and analyze policy file and related documentation
- Appoint assessor, if required
- Capture/register claim
- Settle claims within mandate
- Recover 3rd party claims
- Prepare payments file on successful recovery
- Finalize claim as per Old Mutual Insure standard Keep broker informed at all times in terms of progress of claim
Job requirements :
- Must have matric or Grade 12
- 2 years experience in personal claims
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Job Description
- The role of Collections and ECM Strategy is to oversee the development of collection strategy and takes full accountability to ensure a consistent increase in the overall collections book, strategic campaign planning and optimisation of new and existing models, data sets and stakeholder relationships both internal and external
- Understand business needs and objectives
- Management of weekly performance reports and presentations
- Recommend and implement appropriate champion/challenger strategies to continually “test and learn” to improve portfolio profitability.
- Provide Daily and monthly analytic support for Collections in collaboration with Data and Analytics function
- Monitor and Deploy analytic models where relevant for the Collections environment to enhance performance
- Contribute positively toward effective monthly collections percentage by providing up-to-date analysis and reporting as well as providing strategic guidance to ensure consistent increase in the overall collections book
- Produce daily productivity analysis
- Ensure efficiency of resources by providing a strategic campaign plan to optimize the effective use of all current tools i.e., WhatsApp, Dialler, SMS etc.
- Self Service campaigns and Communications Strategies – implement and manage in collaboration with other business stakeholders
- Omni Channel - Investigate and promote the use of Omni Channel solution
Coach and mentor Junior Analysts
- Minimum Qualifications / Experience (Required for the Job)
Relevant Bachelors Degree
- Bcom including Maths, Stats or Finance, Economics major with Econometrix, Actuarial Science, Bsc Engineering (these are preferred)
- Experience min 5 years in the Credit Risk environment especially within the Financial Services Industry
Method of Application
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