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.
Read more about this company
- 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
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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.
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
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Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
- We are looking for an experienced QA SDET Automation Manager with 13+ years of hands-on experience in test automation, framework design, and quality leadership.
- This role is ideal for a strategic and technically strong professional who can lead test automation initiatives across squads, architect robust frameworks, and drive quality-first delivery in Agile environments.
- You will lead end-to-end test automation strategy across multiple projects, drive continuous improvements in automation, and mentor a team of engineers while staying aligned with modern industry trends, including DevOps and AI-driven testing.
KEY RESULT AREAS
- Define and implement a comprehensive test automation strategy aligned with business and technical objectives.
- Design, build, and maintain scalable automation frameworks for web, API, and mobile platforms.
- Lead and manage QA automation efforts across squads/platforms, ensuring consistency in tools, standards, and practices.
- Collaborate with cross-functional teams including Product Owners, Developers, and DevOps to define testing scope, stories, and acceptance criteria.
- Integrate automated test suites into CI/CD pipelines, supporting continuous testing and delivery.
- Manage regression test cycles, ensuring stable test environments and quick defect turnaround.
- Conduct technical reviews, lead script debugging sessions, and unblock test teams where necessary.
- Guide test reporting and analytics, ensuring test coverage and quality metrics are monitored and communicated effectively.
- Mentor and coach QA engineers, fostering a high-performing and learning-focused team culture.
- Conduct technical assessments, POCs, and tool evaluations to improve automation capabilities.
- Promote best practices in Agile, BDD/TDD, and risk-based testing methodologies.
ROLE REQUIREMENTS
- 13+ years of progressive experience in test automation, QA leadership, and framework development.
- Strong technical expertise in Java, Selenium, API automation (REST Assured/Karate), Appium, TestNG, BDD with Cucumber.
- Proven experience leading test automation across web, mobile, and API layers.
- Deep knowledge of CI/CD practices, tools like Jenkins, GitHub Actions, Azure DevOps, and integrating test suites into pipelines.
- Expertise in test data management, environment stability, and automation maintenance.
- In-depth understanding of framework patterns (e.g., Page Object Model, Data-Driven, Hybrid) and Agile/DevOps methodologies.
- Strong experience with test planning, estimation, and execution strategies.
- Knowledge of performance testing tools (e.g., JMeter, Gatling) is a plus.
- Familiarity with AI/ML-driven testing tools or approaches is desirable.
- Ability to lead technical discussions, influence stakeholders, and drive change.
Nice to Have
- Exposure to cloud platforms (AWS, Azure) and container technologies (Docker, Kubernetes).
- Knowledge of security and performance testing practices.
- Hands-on with test orchestration, real-device cloud platforms (BrowserStack, HeadSpin).
- Familiarity with AI-based test generation or optimization tools.
Soft Skills
- Strong leadership and people management skills.
- Analytical thinker with a solution-driven mindset.
- Excellent communication and stakeholder engagement skills.
- Ability to manage competing priorities in a fast-paced environment.
- High attention
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
Closing Date
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Job Description
- Our innovative digital bank is in search of a skilled CRM & Lifecycle Marketing Specialist to support the development and execution of targeted customer communications & other direct marketing campaigns across email, WhatsApp, in-app messaging, SMS, and more.
- This role will manage lifecycle campaigns from brief to conception to execution, working closely with cross-functional teams including Brand, Data, and Product to ensure messages are relevant, timely, and impactful.
- Reporting to the Head of Digital Marketing, and with a focus on personalised, data-driven journeys, the ideal candidate will help deepen prospect & customer engagement, improve onboarding and conversion, and drive lifetime value.
- They will also ensure all messaging aligns with performance, brand and compliance standards.
KEY RESULT AREAS
- Own the end-to-end process for lifecycle and customer communications campaigns: from intake and brief development, to journey mapping, creative approval, build, QA, launch, and reporting.
- Build and manage automated, multi-channel journeys (email, push, in-app, SMS) in Braze across all customer lifecycle stages: onboarding, engagement, reactivation, win-back, and service updates.
- Work closely with the Brand team to ensure message tone, creative and design align with brand identity and customer experience principles.
- Collaborate with the Data and Martech teams to define segments, triggers, and data integrations that power personalisation and relevance.
- Manage the campaign calendar for CRM and lifecycle comms, ensuring it complements broader marketing and product activity. ·
- Develop and execute A/B tests, message variants, and channel optimisation strategies to improve open rates, conversions, and engagement.
- Track performance using Braze, GA4, mParticle or similar tools -analyse results and provide clear insights and recommendations. ·
- Ensure POPIA-compliant communications and manage approvals with legal, compliance, and other relevant stakeholders.
- Partner with Product and Customer Service teams to support in-app comms, operational notices, and customer engagement flows.
- Identify opportunities to automate, personalise, and scale communications for better customer outcomes and marketing efficiency.
ROLE REQUIREMENTS
- Bachelor’s degree in Marketing, Communications, Digital, or a related field. · 3–5 years of hands-on experience in CRM, Lifecycle Marketing, or Direct Marketing within a digital-first or fintech environment.
- Proven experience managing end-to-end campaign delivery, including briefing, creative input, segmentation, execution, testing, and reporting.
- Proficient in CRM platforms such as Braze, Salesforce Marketing Cloud, Adobe Campaign, HubSpot, or similar.
- Comfortable working with Customer Data Platforms (e.g. mParticle) and collaborating with data teams on audience creation and targeting.
- Strong copywriting and editing skills for customer-facing messaging.
- Data-literate with experience interpreting analytics and applying insights to optimise journeys.
- Excellent project management and cross-functional collaboration skills. · Knowledge of customer data privacy and regulatory considerations, especially POPIA.
- Experience in financial services, fintech, or other regulated industries is advantageous.
Skills
- Accounting, Action Planning, Adaptive Thinking, Agile Project Management, Brand Development, Budget Management, Commercial Acumen, Customer-Focused, Data Compilation, Evaluating Information, Executing Plans, Market Analysis, Media Management, Public Relations (PR) Management, Target Market Segmentation
Competencies
- Business Insight
- Communicates Effectively
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
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
- 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
- Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 2800 employees with more than 300 branches nationally. Within our branches we offer insurance, lending products as well as servicing.
- Old Mutual Finance is currently seeking to hire a Senior Financial Accountant.
- This role will report to the Financial Manager of Old Mutual Finance and include reporting deliverables for Old Mutual Finance as well as Old Mutual Transaction Services as needed.
- It requires an individual with a passion for financial management, driving reporting timelines of financial results and execution on the business plan, while managing governance and compliance at an operational level.
- This position is individually accountable for achieving results through others, over periods of three months to one year.
Key responsibilities will include amongst others the following:
- Supporting the Financial Manager on the interpretation of complex financial data and predictive results, providing commentary on financial results and implications and advising on corrective action to be taken
- Develops, reports on, and interprets cost drivers, KPIs and benchmarks
- Generating internal management reports
- Reviewing internal management reports
- Preparation of slides for Committee meetings
- Preparation of Annual Financial Statements
- Analyses and reports on variances
- Audit management, tax management as well as governance and compliance
- Responsibility for audit liaisons as per tax, legislative and statutory requirements
- Ensuring tax workings and returns are in line with Group Tax and statutory requirements
- Accountability for governance and compliance at an operational level
- Maintaining a suitable financial control environment
- Providing insights into accounting policies and technical opinions, where relevant
- Continuous evaluation of financial processes and driving process optimization within the relevant teams
- Management of others
- Providing input into ad hoc projects, directly within or outside of the broader Finance team
Qualifications, Skills and Experience required:
- Chartered Accountant Qualification
- 4-5 years post articles experience,
- Articles preferably from a large audit firm
- Experience in a Financial Services organization
- Banking experience advantageous
- IT skills – excellent Excel skills required
- Tax experience advantageous
- Strong work ethic, self-motivated and demonstrable high standards of achievement
- Strong interpersonal skills and ability to work in diverse teams as well as independently
- Ability to work in a fast-paced environment, with multiple priorities and deliveries under tight deadlines
- Ability to work with complex financial data sets and provide insights and recommendations
- Excellent attention to detail
Skills
- Accounting, Action Planning, Budget Management, Business Requirements Analysis, Data Compilation, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Management Accounting, Report Review
Competencies
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
Education
- Bachelors Degree (B): Chartered Accountancy (Required)
Closing Date
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Job Description
- The Feature Analyst is accountable for facilitating the clarification of the business requirements and for translating the requirements into user stories with acceptance criteria and the related artifacts.
- The feature analysts work in close collaboration with the business stakeholders, and the agile team to ensure end to end understanding of the epics, features and the value it delivers.
Area: Digital Servicing
- Business Requirements Identification
- Feature Product and Solution Development
- Agile Backlog Management
- Business Case
- Requirements Management
- Analysis of "As Is" and "To Be"
- Documentation and Backup
- Enterprise Business Analysis
- Feasibility Studies
- Prototype Development
- Testing
Requirements
- 3 to 5 years’ experience in business apps & exposure to IT functions.
- Has broad knowledge and experience understanding end to end IT solution designs
- Exposure to ITIL principles/ functions across IT operational environment
- BA / IT Qualification
- Business analysis certification
- Experienced in business and data analysis, solutions design & testing, data modelling.
- Agile certification would be preferred
- Experience working with JIRA & Confluence.
Competencies
- Agility and adaptability.
- Strong behavioral skills.
- Planning and prioritization.
- Problem solving and decision-making skills.
- Oral & written communication skills.
- Teamwork/collaboration.
- Facilitation skills.
- Stakeholder management / relationship building skills.
- Continuous improvement.
Skills
- Adaptive Thinking, Business Analysis Tools, Business Case Development, Business Intelligence (BI) Analysis, Change Readiness Assessment, Current State Analysis, Define Future State/TO-BE State, Performance Gap Analysis, Performance Improvements, Product Change Management, Project Estimations, Project Risk Management, Requirements Elicitation and Facilitation, Requirements Validation, Requirements Verification
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
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Job Description
- This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues.
- The incumbent is individually accountable for achieving results through own efforts.
The role includes the following responsibilities:
- Calculations and backdating of Discretionary Investment Management (DIM), Investment Review (IRF).
- Complete Effective Annual Cost Calculations.
- Incorrect pricing or recalculations of Withdrawal/Switches.
- Breakage Calculations.
- Unit adjustments.
- Maintain Compensation, Breakages and Prefunding Register.
- Review End of Day Audit Report.
- System Bug fixes and enhancements (Resolution of IMS System issues).
- Error corrections - Compensation funded by Shareholder/Unit Compensation application to policy.
- Bespoke AC invoicing Statements.
- Reporting (Asset Under Management/Sales/Green Fund Report).
- Link between business and IT and as such must have skills within both areas.
- Strong communication skills are required to elicit requirements, deliver on solutions and resolve issues.
- Elicit and establish business needs.
- Produce accurate mapping of “As is” and “To be” processes.
- Produce User Acceptance Test Cases, scenarios and assist with QA testing.
- Provide regular, continuous and accurate feedback to project management team.
- Participation in and sign-off of user acceptance testing, pilot and production testing.
- Articulate internal business requirements.
Qualifications and Experience required:
- Relevant Tertiary qualification.
- Business Analyst qualification advantageous.
- 5 years relevant experience – asset fund administration, background in Collective Investment Schemes and operational experience in financial services.
- Excel proficiency.
- Demonstrated process improvement would be beneficial.
- International Business knowledge is advantageous.
- A working knowledge of data management and data flow is advantageous.
- SQL skills is advantageous.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be. We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
- We are seeking an experienced Business Analyst to join our team. The ideal candidate will have a proven Retail Banking track record, and will be responsible for analyzing and documenting business requirements, designing solutions, and ensuring the successful implementation of banking systems and processes.
- The candidate will work in cross-functional Agile teams, including product owners, developers, testers, project managers, and other stakeholders (e.g. Risk) to identify customer and business needs, and translate them into requirements expressed as Use Stories, to ultimately deliver compelling Customer Experiences.
KEY RESULT AREAS
- Collaborate with Product Owners and other stakeholders to identify and document business requirements for banking systems and processes in an Agile environment
- Work with product owners and development teams to design and develop solutions that meet customer needs
Analyze and translate business requirements into artefacts that define and express the requirements, including:
- User Stories
- Acceptance Criteria (Gherkin)
- Business Processes
- Business Rules
- Wireframes
- Data Requirements
- Run Grooming sessions
- Proactively manage project timelines, and deliverables, utilising and engaging in, Agile practices, including sprint planning, daily stand-ups, and retrospectives
- Conduct user acceptance testing and ensure that systems and processes are performing as expected
- Communicate with stakeholders to provide updates on status and ensure alignment with business goals and objectives
- Identify opportunities for process improvements and propose solutions to increase efficiency and effectiveness.
Domain Expertise:
- Experience with system implementation, testing, and deployment, ideally in Retail Banking
- Demonstrated success in collaborating with cross-functional teams, stakeholders, and vendors
- Familiarity with regulatory compliance and risk management practices in the Retail Banking industry
- Retail Banking in general
- Digital Banking (online and mobile app)
- Savings and Current Accounts
- Retail Lending (including Personal Loans and Overdrafts)
- Fraud
- AML
- Card Chargebacks/Disputes
ROLE REQUIREMENTS
- 4+ years of proven experience as a Business Analyst, specifically in Retail Banking and retail lending, with a focus on digital banking systems and processes
- Retail Banking experience is essential
- Fraud and/or AML experience advantageous
- Card Chargebacks/Disputes experience advantageous
- At least 3 years working on Agile projects
Skills and Qualifications:
- Bachelor's degree in Information Systems, Computer Science, Engineering, or related field
- Knowledge of Agile methodologies and project management practices, including Scrum, Kanban, and Lean
- Excellent communication, collaboration, and problem-solving
- Ability to work independently and in a team environment in an Agile framework
- Strong analytical and critical thinking skills.
Skills
- Adaptive Thinking, Analytics Software, Business Case Development, Business Intelligence (BI) Analysis, Business Requirements Analysis, Business Requirements Elicitation, Computer Literacy, Current State Assessment, Database Reporting, Data Compilation, Data Controls, Gaps Analysis, Readiness Assessments, Requirements Development, User Requirements Documentation
Competencies
- Action Oriented
- Business Insight
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
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Job Description
- Knowledge of agile methodology and frameworks like Scrum, Kanban, Scaled Agile (SAFe) etc. so that they can explain other methodologies to motivate their team if needed.
- Professional facilitation skills to empower the team through facilitation.
- Understand the value of team metrics and keep track of them to drive team performance.
- Ability to run and facilitate core meetings and activities: Backlog Refinement, Sprint Planning, story writing, sizing, prioritising, Daily stand ups, Sprint Reviews and Sprint Retrospectives.
- Stakeholder Management, Negotiation & Communication Skills.
- JIRA/Confluence experience (or other relevant tools). Making work visible though a Sprint board.
- Lead and manage various Scrum teams and Scrum of Scrums meetings on Agile projects. Interface with product owners and other stakeholders to minimize distractions for the development teams.
Responsibilities
Agile Development Team Facilitation
- Lead Scrum ceremonies, remove obstacles, and facilitate problem-solving, collaboration, and conflict resolution to enable the most effective work delivery by development teams on small projects.
Agile Release Planning
- Plan and replan software releases for medium-sized projects as they are produced to ensure timely updates and to deliver the planned benefits as early as possible in the project or program.
Agile Backlog Management
- Review the backlog of work for a small project and reprioritize the work and deployment of project resources to reduce costs and increase the value of the work delivered to the business.
Culture of Innovation
- Promote a culture of innovation by creating solutions that boost creativity, innovation, and collaboration, such as idea generation platforms, jam sessions, and hackathons.
Digital Strategy/Transformational Projects Execution
- Execute and deliver elements of the digital road map, leveraging agile and design-thinking principles to drive sustainable implementation.
Project Risk and Issue Management
- Identify and evaluate risks, issues, dependencies, and constraints associated with the project, escalating matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Project Resource Management
- Carry out delegated activities to support the deployment and effective utilization of project resources.
Project Planning
- Carry out delegated activities to support the production of workstream and project plans that identify and organize all the activities needed to deliver project objectives and that comply with the organization's project management framework.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Adaptive Thinking, Agile Project Management, Backlog Management, Budget Management, Change Management, Executing Plans, Oral Communications, Project Communications Management, Project Estimations, Project Performance Management (PM), Project Quality Assurance, Project Resource Management, Project Schedule Management, Project Scope Management
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Directs Work
- Drives Engagement
- Drives Results
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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What is a financial adviser?
- Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.
What is required of you?
- A accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.
- You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks.
- The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.
What do we need from you?
- Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Personal Qualities
- Interacting with People
- Embracing Change
- Articulating Information
- Meeting Timescales
- Interpreting Information
- Developing Strategies and Producing Output
- Pursuing Goals
- Ability to convince and influence
- Seizing Opportunities
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
- The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client’s signature
- Correct altered loan application information sent for rework and reprint for client’s signature
- Follow up on clients with 1st and 2nd missed instalments
- 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
- 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers.
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or; (Equivalent NQF level 4)
- Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
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
- National Certification (Nat Cert) (Required)
Closing Date
go to method of application »
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
- 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
go to method of application »
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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
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.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
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
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- This role is individually accountable for collecting, cleaning, analyzing and reporting data to support business decisions and improve service delivery. The incumbent demonstrates strong analytical thinking, builds dashboards and reports, and translates data into meaningful insights. They support the broader team with actionable, data-informed recommendations and continuous improvement opportunities.
Data Collection & Preparation
- Source, clean, and organize structured and unstructured data from multiple internal and external sources.
- Collaborate with teams to streamline and standardize data collection and reporting processes.
Analysis & Insight Generation
- Conduct descriptive and diagnostic data analysis to identify trends, service gaps, and performance improvement opportunities.
- Present findings in a meaningful, visual, and actionable format for stakeholders.
Reporting & Dashboards
- Build and maintain recurring reports and dashboards using tools like Power BI, Tableau and Excel to track key performance indicators.
- Support root cause analysis for service issues using data-driven evidence.
Collaboration
- Engage with journey owners, product owners, and operational teams to understand their data needs and co-create fit-for-purpose outputs.
- Support implementation of data-informed decisions across the customer and adviser servicing value chain.
Continuous Improvement & Learning
- Contribute to the automation of reporting and data workflows to improve efficiency.
- Stay abreast of developments in data analytics and apply learnings to improve current practices.
Customer-Centric Focus
- Apply data to understand customer and adviser servicing journeys and pain points.
- Contribute to improving service quality and turnaround times through data insights.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Bachelor’s degree in data science, statistics, computer science, or a related field
- 2–4 years of experience in data analytics, preferably in a financial services or operational environment
- Solid understanding of service metrics, customer journeys, and contact centre reporting
- Strong technical skills in data analytics tools and programming languages such as SQL, Python, R, Tableau, Alteryx, Power BI, and Excel
- Strong attention to detail and a proactive, problem-solving mindset
- Ability to communicate clearly with both technical and non-technical stakeholders
- Ability to work independently while contributing to team goals in a fast-paced environment
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT
- Experience in analysing service-related KPIs (e.g. turnaround time, case volumes, query types, backlog trends)
- Experience in customer or adviser servicing analytics within a regulated environment
- Familiarity with agile delivery environments and working in cross-functional teams
Skills
- Action Planning, Application Development, Business Requirements Analysis, Computer Literacy, Data Compilation, Data Controls, Data Management, Data Modeling, Executing Plans, Gaps Analysis, IT Network Security, Management Reporting, Market Analysis, Policies & Procedures, User Requirements Documentation
Competencies
- Action Oriented
- Collaborates
- Cultivates Innovation
- Customer Focus
- Drives Engagement
- Drives Results
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
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
- 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
Closing Date
go to method of application »
Job Description
- The OML Group Head of Tax is mandated by the OML Board Risk Committee (BRC) to oversee the implementation of the Group Tax risk management policy throughout the Group and to prescribe minimum benchmarks for tax-related methodologies, processes, and standard operating procedures, including the proportional application of requirements and the approval of related waivers.
- This role also ensures tax transparency, optimises capital efficiency, and drives proactive value creation through robust governance, modernised processes, and strategic stakeholder engagement.
Tax Risk Management and Strategic Leadership
- Leads strategic engagement with tax authorities and regulators to ensure effective relationships that support compliance, influence future tax legislation, and enable accurate interpretation of existing laws.
- Accountable for ensuring compliance with corporate and employee tax laws and directives across all jurisdictions, including income tax (corporate, shareholder, and policyholder), value-added tax (VAT), sales taxes, stamp duties, securities transfer tax, transactional taxes, withholding taxes, and payroll-related taxes.
- Responsible for managing customer tax reporting risks and withholding obligations, including scenarios where customers may be deemed employees for tax purposes.
- Accountable for ensuring regulatory requirements are adhered to, compliance controls operate as intended, and any mitigating management actions are effective.
- Responsible for periodically commissioning the conduct of an independent assessment of the adherence to standard operating procedures and established processes to meet the minimum requirements of the Group Tax risk management policy and ensure adherence to tax laws and practice.
- Responsible for the sign-off of all communication or engagements with the revenue authorities that relate to disputes, objections, and/or material issues.
- Publish the annual Tax Transparency Report and lead the preparation of all tax disclosures to maintain and strengthen stakeholder trust.
- Drive alignment of tax strategy with the Group’s Investor Story and ESG commitments.
- Position Old Mutual as a leader in responsible tax practices and identify and deliver proactive tax savings opportunities across the Group.
Stakeholder Engagement & Advisory
- Serve as the primary tax advisor to the Group Executive and Board on all tax-related matters.
- Engage with external stakeholders, including tax authorities, regulators, and industry bodies.
- Collaborate effectively with Group Finance, Legal, Treasury, Investor Relations, and other key functions.
Leadership & People Development
- Build and lead a high-performing Group Tax team, fostering a culture of accountability, integrity, and continuous improvement.
- Develop tax capability across the business through knowledge sharing and coaching.
- Role model Old Mutual’s values and leadership behaviours.
Requirements:
- CA(SA) and equivalent postgraduate tax qualification.
- Minimum of 10+ years’ relevant post-qualification experience at senior level.
- Senior tax leadership experience in a complex, regulated, and multinational or listed organisation.
- Deep expertise in corporate tax, tax transparency, compliance, and governance.
- Demonstrated success delivering strategic tax input for capital management and business transactions.
- Proven track record implementing tax frameworks and leading large-scale tax projects.
- Ability to translate complex tax concepts into actionable strategies and clear business insights.
- Strong commercial acumen
- Gravitas to engage and influence Board, Exco, senior regulators, and external stakeholders.
- Confident communicator with exceptional relationship-building skills.
- Proven ability to lead, inspire, and develop a diverse, high-performing team.
- Change agility to drive transformation programmes and continuous process improvement.
Skills
- Adaptive Thinking, Business Requirements Analysis, Change Management, Current State Assessment, Customer Value Management, Data Compilation, Evaluating Information, Legal Practices, Negotiation, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation
Competencies
- Balances Stakeholders
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Decision Quality
- Drives Vision and Purpose
- Financial Acumen
- Interpersonal Savvy
Education
- Chartered Accountant (Required)
Closing Date
go to method of application »
Job Description
- We are looking for a dynamic and experienced governance leader to head our Governance, Risk, Legal, and Compliance (GRLC) function. This role is critical in strengthening our operating model, ensuring robust oversight, and enabling strategic execution through strong frameworks and controls.
- The role will be responsible for facilitating, co-ordinating and overseeing all regulatory adherence and implementation, enterprise risk management and legal and compliance related responsibilities of Symmetry.
The role includes the following responsibilities:
Governance & Reporting
- Oversee implementation and continuous enhancement of governance, risk, and compliance frameworks.
- Engage with group functions, internal/external auditors, and relevant stakeholders.
- Draft management and board reports; act as liaison with company secretary and internal board members.
Legal Oversight
- Identify and manage legal risks across the business.
- Review a wide range of operational and strategic contracts.
- Own the contracts register, execution and compliance tracking processes.
- Provide legal input on business initiatives, projects, and regulatory changes.
- Maintain strong engagement with internal legal counsel and manage legal stakeholder relationships.
Regulatory Compliance
- Serve as subject matter expert on FAIS, CISCA, AML, data privacy, and other key regulations.
- Translate regulatory changes into practical guidance and implementation support.
- Maintain registers, review business documentation, and support compliance culture across teams.
- Represent the function in relevant compliance forums.
Risk Management
- Develop and embed risk policies, frameworks, and monitoring processes.
- Partner with risk owners to assess risks, structure mitigations, and track controls.
- Provide risk reporting to management and the board.
- Lead root cause analyses and culture-building in risk awareness.
Strategic Projects & Due Diligence
- Lead or support key regulatory, strategic, and operational implementation initiatives.
- Manage due diligence processes for shareholders and service providers.
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required:
- Proven track record in senior governance, legal, or compliance roles within financial services, preferably asset management.
- LLB (preferred), CPrac(SA).
- Deep understanding of regulatory frameworks (local and international), including FAIS, FICA, POPIA, CISCA and others.
- Commercial mindset with the ability to balance risk management and business enablement.
- Strong leadership, stakeholder engagement, and communication skills.
- Ability to lead through complexity and ambiguity, driving structure and accountability.
Skills
- Adaptive Thinking, Change Management, Client Management, Computer Literacy, Data Compilation, Executing Plans, Legal Practices, Management Accounting, Numerical Aptitude, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Servant Leadership, Writing
Competencies
- Builds Effective Teams
- Business Insight
- Collaborates
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
go to method of application »
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
- 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
go to method of application »
Job Description
- The Forensic Consultant is responsible for the planning and execution of forensic investigations with a strong focus on economic crimes impacting the financial services industry. The role involves gathering and analysing evidence, maintaining accurate documentation, and reporting findings.
- This future-fit role requires strong investigative skills, awareness of emerging financial crime tactics, and the ability to adapt to evolving forensic practices and technologies.
Key Responsibilities:
Investigation Planning and Execution
- Execute end-to-end forensic investigations under guidance, from scoping and information gathering to evidence analysis and conclusion
- Identify and assess potential control breakdowns, fraud schemes (e.g., identity theft, collusion, social engineering), and policy breaches
- Apply forensic investigative techniques that align with regulatory and legal requirements
- Ensure investigative actions are documented and traceable, supporting potential disciplinary, civil, or criminal proceedings
Reporting and Documentation
- Draft investigation reports that clearly present findings, root causes, implicated parties, and risk implications
- Develop recommendations that are practical, risk-aligned, and relevant to business operations
- Maintain all documentation, interview records, and evidence logs in the GFS case management system for audit trail and data analysis purposes
- Participate in presenting findings to stakeholders as required
Stakeholder Engagement and Relationship Management
- Interact with internal clients (e.g., HR, Legal, Risk, Claims, Distribution) to gather information, clarify facts, and provide updates on case progress
- Escalate sensitive matters appropriately and in a timely manner
- Promote awareness of investigation protocols and contribute to a culture of fraud prevention through your interactions
Risk Insights and Learning Contribution
- Identify emerging fraud trends or patterns based on case observations and share insights with the team
- Contribute to forensic team knowledge bases, including case studies, learning notes, and root cause analyses
- Support development of risk mitigative measures (e.g., process improvements, fraud detection triggers)
Personal Development and Future-Fit Capability Building
- Regularly update own skills in relation to digital evidence, financial crime typologies, and investigative software
- Participate in forensic workshops, team reviews, and debriefs to sharpen professional judgment and capability
- Demonstrate increasing autonomy and sound investigative decision-making over time
- This role is an opportunity to join a dynamic team in safeguarding financial integrity while driving future-fit investigative solutions
Qualifications, Skills and Experience:
Qualifications and Experience:
- Matric / Grade 12 is essential
- Fraud Examiner certificate and/or a qualification in Forensics, Law, Accounting, or Information Technology is advantageous
- 3 - 5 years of experience in forensic investigations is a pre-requisite, with at least 2 years of experience in the Financial Services Sector
- At least 2 years of experience in a corporate environment is essential
- Experience in claims investigations (funeral, life & disability) is advantageous
- Experience in investigating syndicates will be an added advantage.
- Self-starter, able to show initiative and work with minimal guidance
- Capacity to work under pressure and meet deadlines
- Solution-driven, passionate, and energetic
- Possess a strong sense of ownership, initiative, and a proactive mindset
Skills and Competencies:
- Strong leadership capabilities with a proven track record of managing high-performing forensic teams
- Advanced knowledge of forensic methodologies and investigation techniques in financial services
- Excellent report writing, communication, and stakeholder management skills
- Strategic thinking with the ability to influence decision-making at senior levels
- Knowledge of criminal law, labour law, and financial crime regulations
- Ability to navigate complex cross-border investigations and regulatory environments
Future-Fit Forensic Competencies:
- Proficiency in digital research and open-source intelligence (OSINT) for information gathering
- Familiarity with basic data analysis for identifying trends and anomalies
- Understanding of cybersecurity fundamentals and data privacy principles
- Exposure to digital documentation and case management systems
- Capacity to learn and adapt to evolving forensic technologies and methodologies
- Awareness of social engineering techniques and fraud prevention strategies
- Key behavioural skills and attributes that would make a candidate successful in this role:
- Ability to handle a constantly changing legislative environment
- Excellent inter-personal skills, including influencing skills
- Ability to collaborate effectively with others to achieve personal and team results
- Good business acumen and insight
- A self-starter, with the ability to show initiative and work with minimal guidance
- Capacity to work under pressure and meet deadlines
- Solution-driven, passionate and energetic
- Possesses a strong sense of ownership and initiative as well as a proactive mind-set
Skills
- Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Typology
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- Bachelors Degree (B) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- The Senior Feature analyst takes overall responsibility for driving requirements by working closely with the Product Owner, Solutions Architect, Designers and Business stakeholders to design and implement industry-led solutions.
- Guiding and mentoring other feature analysts to deliver on business outcomes. Serve as thought leader for technical business processes that promote increased efficiency and productivity on multiple levels.
- Supporting the Product Manager /Product Owner in management activities, including scope management, stakeholder management and timely delivery
Requirements Management
- Analysis of "As Is" and "To Be"
- Business Requirements Identification
- Enterprise Business Analysis
- Feasibility Studies
- Horizon Scanning
- Business Case
- Documentation and Backup
- Culture of Innovation
- Agile Backlog Management
- Practice Leadership
- Agile Development Team Facilitation
- The senior feature analyst could operate with a team of feature analysts directly or indirectly reporting into the senior feature analyst and depends on the requirement of the team. The senior feature analyst works with the feature analyst practice lead to drive the feature analyst practice.
Requirements
- BA / IT qualification
- Business analysis certification
Experience / Skills
- 7 years plus years of experience as a business analyst or systems analyst in senior / strategic role
- Agile experience, with an understanding of the methodology and its principles
- Solid understanding and in-depth knowledge of Business and IT capabilities
- High level understanding of the architectural landscape
- Strong technical knowledge and proven business and systems analysis skills at a senior level
- Experience in JIRA / Confluence / Figma / MIRO
- Business Process Modelling
- Experience in data interpretation
- Additional Requirements/Experience (Not a requirement)
- Bachelor’s degree in information technology, Computer Science or equivalent
- SAFe certification (advantageous)
- Lean Six Sigma Certification (advantageous)
- Financial Services experience
- Knowledge of Old Mutual products and processes (optional)
- Business Analyst certificates
Behavioural competencies:
- Business acumen.
- Communication skills (oral & written).
- Elicitation and collaboration.
- Negotiation and facilitation.
- Conflict resolution.
- Decision making skills.
- Stakeholder management / relationship building skills.
- Problem solving and decision-making skills.
- Continuous improvement.
- Planning and prioritization.
Technical competencies:
- Business Analysis/ Feature Analysis / System Analysis.
- IT knowledge.
- Requirements gathering and management.
- Research & Information Gath
Skills
- Adaptive Thinking, Analytics Software, Application Development, Business Intelligence (BI) Analysis, Computer Literacy, Database Reporting, Data Compilation, Data Controls, Data Modeling, Data Recovery, Evaluating Information, Gaps Analysis, IT Architecture, Requirements Development, User Requirements Documentation
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- Exciting Opportunity! We are looking for x2 Renewal Underwriters for our Pineland branch
- Purpose: Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection techniques to determine acceptability of new and renewal insurance risks.
Responsibilities:
- Underwriting Insurance Cases: Review new business and renewal proposals to ensure acceptability and completeness of underwriting and rating information, providing price quotations for underwriters and referring unusual or complex cases to senior colleagues.
- Underwriting Automation: Carry out allocated research and analysis to support the development, validation, and improvement of automated underwriting processes and systems.
- Organizational Risk Management: Gather, monitor, and analyze risk data and recommend further investigation. Involves using established risk management models, systems, and protocols and working under direction.
- Regulatory and Compliance Management: Carry out a wide range of compliance monitoring activities and give basic advice on compliance and regulatory requirements.
- External Communications: Use the external communications system to access and supply specific information.
- Recommendations: Provide information and clarification on existing procedures, processes, and precedents.
- Document Preparation: Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
- Operational Compliance: Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements [Skills & Experience]:
- Matric and/or equivalent.
- Diploma and/or equivalent NQF Level 6 qualification in general insurance (Advantageous).
- Regulatory Examination (RE).
- 2 – 3 years’ experience in commercial underwriting.
Competencies:
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Attention to detail and accuracy.
- Customer-oriented
- Customer-focused with a positive attitude.
- Ability to work independently and as part of a team.
- Strong organizational and time management skills
Critical objectives:
- Responsible for risk evaluation, pricing and selection / rejection of new and renewal business for all assigned accounts within the portfolio.
- Continuous improvement to ensure effective service
- Service delivery to ensure customer satisfaction
- Cost control and governance adherence
- Quality people practices
Skills
- Action Planning, Computer Literacy, Data Compilation, Data Controls, Default Risk, Insurance Product Management, Insurance Sales, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Risk Based Pricing, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
Method of Application
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