Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Jan 29, 2025
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
    Read more about this company

     

    Snr Specialist: Tax

    Purpose

    • To provide specialist advice and deliver and ensure statutory tax compliance for a specific company or specific tax discipline within the Group and provide tax advice where appropriate.

    Minimum Experience

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

    Minimum Qualifications

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

    Additional Minimum Qualifications

    Responsibilites

    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
    • Investigate and make recommendations that could potentially lead to tax savings in compliance with relevant legislation.
    • Source, collate, analyse and interpret financial data in order to assist in and support the review of the financial performance of the business.
    • Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
    • Advise on the accurate and timeous completion and submission of tax returns, related payments and monthly tax accounting entries.
    • Review and compare, on a monthly basis, internal tax accounting with SARS statements of accounts to ensure they are reconciled.
    • Review and identify improvements to the preparation of tax submissions and ensure compliance in the process.
    • Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
    • Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
    • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

    go to method of application »

    Head: Finance

    Purpose

    • To develop tactical strategy and delivery plans, formulate associated practice/s and to ensure operational implementation and adaption i.t.o. financial management methodology, governance and delivery objectives.

    Minimum Experience

    • 5 - 8 years experience in a similar environment, of which 3 - 4 years at management level

    Minimum Qualifications

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

    Additional Minimum Qualifications

    Responsibilites

    • Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
    • Partner with next level managers and specialists to ensure effective practice management through multiple process design and integration.
    • Drive the implementation of tactical strategy to realise business results, in adherence to an operational framework of policies and procedures.
    • Manage and ensure the effective preparation of accurate budgets and monitoring of performance against actual outcomes.
    • Provide accurate management accounts to relevant stakeholders to inform cost saving and other decision making purposes.
    • Develop and align area related operational tactics in order to contribute to efficient cash flow management, ensuring business liquidity.
    • Coordinate the sourcing, analyses and interpretation of financial information in order to review the financial performance of the business.
    • Carry out continuous reviews of working accounting practices, procedures and processes to ensure efficient and cost effective operations.
    • Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
    • Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
    • Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.

    go to method of application »

    Specialist: Ops and Admin

    Purpose

    • To provide specialist advice and support related to operations administration services, in order to achieve predefined goals, through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

    Additional Minimum Qualifications

    Outputs

    Process

    • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
    • Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Plan for own task execution and advises on improvements related to area of specialisation.

    go to method of application »

    Specialist: Broker Consultant

    Purpose

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

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

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

    Additional Minimum Qualifications

    Outputs

    Process

    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
    • Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
    • Ensures that underwriting practice and rules are fully understood and appreciated.
    • Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Plan for own task execution and advises on improvements related to area of specialisation.

    go to method of application »

    Senior Specialist: Customer Touchpoint Manager

    Purpose

    • The Customer Touchpoint Manager is responsible for designing, managing, and optimizing all customer interaction points to ensure a seamless and engaging customer experience. This role involves analyzing customer journeys, implementing strategies to enhance customer satisfaction, and collaborating with various departments to ensure consistency and excellence across all touchpoints.

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

    Minimum Experience

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

    Key Responsibilities

    • Customer Journey Mapping: Analyze and design the entire customer journey to identify and optimize key touchpoints.
    • Data Analysis: Use data to understand customer behaviors and preferences, and to measure the effectiveness of different touchpoints.
    • Coordination: Work with various departments (marketing, sales, customer service, etc.) to ensure a consistent and integrated customer experience.
    • Feedback Management: Collect, analyze, and respond to customer feedback to continuously improve touchpoints.
    • Strategy Development: Develop and implement strategies to enhance customer engagement and satisfaction.
    • Technology Integration: Leverage technology to improve and innovate customer interactions.
    • Performance Metrics: Establish and track key performance indicators (KPIs) to measure the success of touchpoint strategies.
    • Training: Train and support staff to ensure they understand the importance of touchpoints and how to manage them effectively.
    • Customer Communication: Develop clear and consistent communication strategies across all touchpoints.

    Key Competencies

    • Analytical Skills: Ability to analyze data and derive insights to improve customer touchpoints.
    • Communication Skills: Excellent verbal and written communication skills to convey strategies and feedback effectively.
    • Customer-Centric Mindset: Focused on understanding and meeting customer needs and expectations.
    • Project Management: Strong project management skills to oversee initiatives across multiple touchpoints.
    • Technical Proficiency: Familiarity with CRM systems, data analytics tools, and other relevant technology.
    • Problem-Solving Skills: Ability to identify issues in the customer journey and develop effective solutions.
    • Collaboration: Strong interpersonal skills to work with different teams and departments.
    • Adaptability: Ability to adapt to changing customer behaviors and market trends.
    • We put our knowledge

    go to method of application »

    Senior Specialist: Operational Risk

    Purpose

    • To provide specialist advice and support in area of specialisation enabling the effective implementation of operational risk management frameworks.

    Qualification & Experience

    • Risk Management, Accounting / Finance or Legal Degree. Investment qualification ( Added Advantage )
    • 5 years’ experience in Risk Management with 2 years in Investment / Insurance experience

    Key Requirements

    • Provide guidelines and oversight to ensure the identification and assessment of business risk in order to create awareness and manage risk accordingly.
    • Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
    • Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
    • Coordinate investigations in order to establish and verify facts that leads to the identification and reduction of business risks.
    • Coordinate and collaborate with various risk teams to ensure alignment and minimize risk.
    • Partner with business to facilitate risk practices and entrench operational risk management practices.
    • Provide assurance and effective management of operational risk for area accountable for to minimize operational risk.
    • Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
    • Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
    • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience

    Skills

    • Risk and governance experience.
    • An understanding of insurance business principles.
    • An understanding of the business objectives (strategic, business and operating model) of the different businesses.
    • An understanding of the risk environment in which the different business units operate.
    • Understand the legal implications and pitfalls of insurance legislation and policy wordings.
    • Financial planning / budgeting.

    go to method of application »

    Branch Manager: Gauteng North

    Purpose

    • To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

    Minimum Experience

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

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

    Additional Minimum Qualifications

    Outputs

    Process

    • Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
    • Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
    • Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
    • Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
    • Manage branch operations.
    • Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
    • Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
    • Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

    go to method of application »

    Senior Specialist: Research Management

    Purpose

    • To provide extensive research and analysis to business development managers, portfolio managers and clients on external asset managers, by conducting in-depth investment due diligent reviews as well as desktop reviews.

    Minimum Experience

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

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

    Additional Minimum Qualifications

    Outputs

    Key Responsibilities

    • Conduct manager related research topics, to be presented to the wider investment team.
    • Follow manager portfolio positioning through manager report backs with the portfolio management team.
    • Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
    • Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
    • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
    • Setting up and running due diligence meetings for all managers and capabilities within the coverage universe.
    • Producing in-depth manager research notes, combining both quantitative and qualitative research to form an informed view around the manager and capability, in a timely manner.
    • Communicating findings of the analysis to the Investment team in a structured manner.
    • Taking responsibility for maintaining manager research related communication for the benefit of business development.
    • Frequent interaction with portfolio managers and the wider investment team.
    • Take ownership of ad hoc responsibilities to refine and improve the manager research process.
    • Convey key takeaways from manager conferences to the Multi-Manager team.

    go to method of application »

    Specialist: ALM

    Purpose

    • The primary role is to provide technical support to Liberty’s equity and interest rate non-linear ALM portfolios in managing market risk, day-to-day processes and to interface with stakeholders. The role will expose the successful candidate to an array of financial instruments such as equity derivatives, interest rate derivatives and government bonds.

    Key Responsibilities

    • Work within a fast-paced trading and financial markets-focused team.
    • Run a subset of the ALM portfolio from day-to-day (Monitor Risk and PNL).
    • Execute market facing hedging strategies.
    • Analyse and investigate asset and liability pricing models and risk metrics.
    • Pricing of guaranteed investment and fixed income products.
    • Use modern financial mathematics to help with the development and implementation of stochastic and deterministic financial models, primarily in the equities and fixed income space.
    • Provide technical and operational support to other senior members within the ALM team.

    Minimum Qualifications

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

    Additional Qualifications

    • Strong result in a quantitative degree at a postgraduate level.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Knowledge

    • Enthusiasm for financial markets.
    • Knowledge of applying statistical techniques to financial modelling.
    • Programming experience (Python, VBA, Matlab).
    • Familiarity with risk-neutral pricing techniques.
    • Understanding of South African markets, particularly in equities and fixed income.

     

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Liberty Group South Africa Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail