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Job description

Job Description

The Fund Financial manager is responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of the organization.

Key Accountabilities

• Directly coordinates and monitors a variety of fund financial programs including but not limited to:
• Manage the fund finance team
• Provide accounting and related services to the Unlimited Life Funds of GroFin
• Deliver accurate and timely financial reports, metrics, and analysis
• Champion the maintenance and on-going development of the fund models
• Manage taxation compliance activities across all fund territories.

Key Competencies

• B Com (Acc) / similar and practicing membership of related professional body (SAICA/SAIPA, etc);
• 7 - 10 years’ relevant experience in accounting and financial management, including at least 5 years’ managing a team;
• Proficient in software applications, databases, spreadsheets, and processing;
• Pastel Partner and Evolution, advanced Excel;
• Multi-currency consolidations experience being advantageous;
• Direct and indirect tax compliance, with African exposure being advantageous;
• Knowledge of applicable laws and regulations;
• Knowledge of general accounting practices and principles (IFRS);
• Report writing skills;
• Excellent financial and analytical skills;
• Written and spoken language fluency in English essential

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Job description

Responsibilities

• Marketing 
• Builds and develops a pipeline of prospective clients in the Retail Distribution space.
• Maintains a SMART database of pipeline of new and existing financial advisers.
• Markets the company’s service & products to retail financial advisers.
• Markets and consults on the company’s and competitor products under agreement with the company.
• Personal Effectiveness
• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Sales/ Productivity 
• Develops an action plan around how to deliver inflow budget.
• Provides advice and consults on a wide range of products & investments to retail financial advisers.
• Realises sales of corporate products for retail distribution in the pipeline.

Qualifications And Experience

• Gr 12 (Matric)
• Relevant Tertiary qualification.
• FAIS compliant

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Job description

Responsibilities

• Sets the strategic consulting direction and client ownership strategy, for the business units’ consultants and clients in the portfolio
• Manages the implementation of the strategy, monitors the results and adjusts the strategy as required.
• Full accountability for the provision of general, secretarial, actuarial, investment, communication, group assurance and legal consulting services to existing / new clients.
• Develops, leads and manages Consultant team/s.
• Actively forms part of the product development enhancement process for the business to stay abreast of market changes.
• Ensures that systems and processes are aligned with legislative requirements.
• Ensures strong relationships with clients/trustees and management committees to reduce business risk, ensure retention and identification of opportunities for new business.
• Manages the expense and income budgets.
• Sources and implements continuous improvement in service delivery.
• Resolves top-level service delivery problems where Consultants need assistance and support.
• Intervenes in and resolves conflict situations.
• Ensures consistency in communication to clients.
• Ensures strong relationship with trustees/management committees and clients so as to reduce business risk, ensure retention and identify opportunities for new business.
• Manages and delivers consulting and advise services according to contracted service levels.
• Responsible for retention and growth of business against targets.
• Markets new and enhanced products and services to clients.
• Works together with sales teams in the new business process.

Qualifications And Experience

• NQF 7;
• CFP or relevant degree/diploma.
• Min. 10 years’ exp. in retirement fund industry
• Senior Management experience.
• FAIS accredited.

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Job description

The company is a housing financier, with a collection mechanism using a salary deduction model, with added services such as insurance and savings products.

Responsibilities

The Business Development Manager will maintain responsibility for the following:

• The identification and development of new housing and housing microfinance opportunities for the Group, in different countries.
• Providing an oversight and advisory role with regard to sales and marketing in all countries of operation.
• Fulfilling the role of relief country head as and when required.
• Key Deliverables of the Business Development Manager
• New Country Development:
• Identify new countries which have potential for the company to operate in.
• Investigate all legislative, competitive and macro factors which might influence an investment decision in that country.
• Prepare and present a suitable report in motivation of same.
• In cases where approval for entering a new country is provided, proceed in obtaining the requisite licences, deduction codes etc.
• In cases where the requisite approvals and deduction codes have been obtained, prepare and present a budget in support of commencing operations.
• In cases where such budget in support of a new operation is approved, proceed in setting up offices in that country, appointing staff and operationalising same.
• Roving Country Manager:
• Stand in as country manager in the following cases:
• Where a current country manager is ill or on leave.
• Where a country manager has resigned or has been suspended or dismissed.
• Where an unfilled vacancy exists.
• Act as trouble shooter for a wide range of operational challenges in the following cases:
• Where specific country operational challenges require specialist attention.
• In cases where turnaround strategies are required.
• Sales Analysis:
• Monitor daily sales results for each country.
• Monitor sales strategy implementation in each country.
• Monitor sales staff activity in each country.
• Monitor product and sectoral performance in each country.
• Marketing Management:
• Assessing of competitors' value propositions in each country and making appropriate recommendations for amendments to the firm’s existing offerings in each country.
• Recommending of amended/additional strategies for products in each country.
• Monitoring and management of all external sales and marketing campaigns, advertising and promotions, to ensure accuracy and consistency of image, presentation and message.
• Ensuring that the rollout of the new corporate identity is appropriately rolled out and implemented in each country.

Requirements: Qualification and Skill 

• A relevant tertiary qualification is essential.
• Experience / Background Preference
• The company will only look at candidates who have no less than TEN years related work experience.
• Previous experience within the financial services sector is essential.
• Furthermore, previous experience within the Microfinance sector is essential.
• Previous marketing and/or new business development experience is essential.
• Experience on the African continent (outside of South Africa) is essential.
• South African citizen
• Willingness to travel extensively
• An excellent command of English, both written and verbal, is a requirement of the role.

Key Competencies

The Successful Candidate Will Need To Demonstrate The Following

• Excellent interpersonal, verbal and written communication skills.
• Self-assurance and a confident manner.
• Accuracy and excellent attention to detail.
• Strong analytical skills, with the ability to assess complex situations and use creativity to solve problems.
• The ability to apply a systematic and logical approach in order to achieve accurate results.
• A self-starter who shows initiative and assumes responsibility for projects.
• The ability to prioritise and handle multiple tasks within strict time frames within a fast paced, pressurised environment.
• The ability to debate in a constructive manner and to challenge conventional wisdom/the status quo in order to achieve a culture dedicated to continuous improvement and best practices.
• Be prepared to meet opposition and resistance to ideas.
• Be alert to changing situations, show flexibility in approach, adaptability in difficult circumstances and continuously strive to achieve meaningful results.
• The ability to build strong relationships with team members, company management and stakeholders.
• The ability to influence and persuade others.
• The successful candidate will be a self-starter, competitive, imaginative, enthusiastic, driven, energetic, self-confident, inspiring, logical, systematic and precise and will have the ability to work independently.