Liberty Vacancies

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To apply, click on the link at the end of the posts and all the best with your applications.

Manager: Operations (KZN)

Location: Umhlanga Rocks KZN ZA, NL, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

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

Minimum Experience

3-5 Years in a similar role,of which 1-2 years in a junior management role

Sales Experience

General Operational Experience

Complaince and Risk experinece advantegeous

FAIS Requirements

RE01 and RE05

Key Individual

Minimum Qualifications

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

Process

Develop and implement approved business plans and initiatives in order to grow the business.
Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
Monitor operations for accuracy and efficiency, provide feedback to team and serve as a point of escalation for challenging operational issues.
Assist in the timeous identification and solving of operational problems for a team being managed.
Develop and deliver technical design solutions according to agreed standards that address business requirements within an agreed timeframe.
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.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Competencies

Dynamic

Project driven

Attention to detail

Innovative

Collaborative

Technical Competencies

Product Related System Application (Intermediate)
Operations Risk Management (Intermediate)
Operations Management (Intermediate)
Product and/or Service Knowledge (Intermediate)

Behavioural Competencies

People Management and Empowerment (Intermediate)
Judgment and decision making (Intermediate)
Relationship Management and Networking (Intermediate)

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Specialist: Regulatory Monitoring

Location: Pretoria GAU ZA, GT, ZA

Company: Liberty Group Limited

Purpose

To provide specialist advice and support in order to implement relevant components of sales compliance monitoring and to monitor and advise on associated compliance (or non-compliance, through the execution of predefined objectives as agreed SOPs.

Minimum Experience

A minimum of 2- 3 years in First Line Compliance

Regulatory Monitoring experience

Reporting experience in compliance

Complaince registration with Moonstone

Project Management

Training and coaching of staff

FAIS Requirements

RE 1 and RE5 advantageous

Minimum Qualifications

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

Additional Minimum Qualifications

Compliance and Risk Management formal qualification

Process

Collate information to serve as input to managerial reporting or decision making related to an area of specialisation.
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.
Monitor and track progress on sales compliance to ensure that contract requests are actioned timeously.
Monitor sales for accuracy and efficiency, provide feedback to management and serve as a point of escalation for difficult operational issues.
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.

Customer

Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.
Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

Review and monitor compliance against organisations rules, codes or practice, business ethics, internal guidelines, principles and legislation.
Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Attention to detail

Stong adminitration skills

Deadline driven

Conflict resolution

Collaborative

Technical Competencies

Operational Audit (Intermediate)
LHL Governance and Regulatory Framework (Basic)
Research and Information Gathering (Basic)
Reporting and Interpretation (Basic)
Compliance & operational risk knowledge (Basic)
Customer Advice (Technical) (Basic)

Behavioural Competencies

Professional/Technical learning (Basic)
Organisation and Attention to Detail (Intermediate)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Governance, Ethics and Values (Basic)
Communicating with Impact (Basic)
Relationship Management and Networking (Intermediate)
Customer Orientation (Basic)

Branch Manager PTA

Location: Pretoria GAU ZA, GT, ZA

Company: Liberty Group Limited

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

FAIS Requirements

RE 05

Minimum Qualifications

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

Additional Minimum Qualifications

NQFL05 Wealth Management

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.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.
Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Technical Competencies

Legal Compliance (Sales) (Intermediate)
Risk Awareness (Intermediate)
Sales life cycle management (Proficient)
Conflict Resolution (Intermediate)
Efficiency improvement (Intermediate)
Functional Policies and Procedures (Intermediate)
Operations Management (Proficient)
Product and/or Service Knowledge (Intermediate)
Sales management (Proficient)
Budgeting and Expenditure Control (Intermediate)

Behavioural Competencies

Persuading and Influencing (Intermediate)
People Management and Empowerment (Intermediate)
Interpersonal Effectiveness (Intermediate)
Problem Solving and Analysis (Intermediate)
Strategic Insight and Capability (Intermediate)
Teamwork and Cooperation (Intermediate)
Judgment and decision making (Intermediate)
Communicating with Impact (Intermediate)
Relationship Management and Networking (Intermediate)
Customer Orientation (Intermediate)

Manager: IT Operations

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Purpose

As an IT: Operations Manager your main role is to for manage the delivery of ongoing service improvement activities within IT Operations and identify opportunities to improve the performance of services to deliver enhanced value to the business.

Key Responsibilities

Lead and monitor the team to execute a high standard of service and process adherence to ensure superior service delivery and quality of work.
Use practical knowledge and theoretical guidelines, to diagnose area of specialisation problems and generate workable solutions.
Engages with the different IT disciplines to improve service delivery and maintains close relationships with Business and Technology Teams.
Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
Appreciates and understands the technical strengths and weaknesses of the team to delegate work appropriately to the right people.
Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Minimum Experience

3 – 5 years’ experience in a similar environment, of which 1 -2 years at a specialist level
3 -5 years’ experience within a mainframe and control-M environment.
3 – 5 years of management experience.
Basic understanding of Linux , Solaris , oracle and sql.
SharePoint 365 knowledge , editing sites and working with SharePoint lists , deriving reports from SharePoint.
Managing staff and KPI management which includes training programme and long term goals for the team.
Understanding of Monitoring dashboards, troubleshooting alerts. Added advantage would be tools like Check_MK and Dynatrace
Good understanding of change management processes following the ITIL framework and SAFe and agility methodology and concepts.

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas in Business, Commerce, Information Technology and Management Studies.
Skilled in IT Operations
Skilled in Agile methodology
SAFe Agilist (Leading SAFe), AWS/ MS Azure Foundation
Professional Cloud Service Manager Certification
ITIL framework

Specialist: Onboarding (Cape Town based FTC)

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Business Unit

An exciting opportunity exists for a Local Onboarding Specialist to join the Client and Adviser Experience Team. This role is ideal for a proactive and detail-oriented professional who is passionate about delivering high-end, personalised service to financial advisers while driving business objectives and enhancing digital solutions.

As an Onboarding Specialist, you will play a key role in ensuring a seamless onboarding process for Financial Advisers, Specialist Investment Consultants, Broker Consultant and Discretionary Fund Managers (DFMs). You will work collaboratively with various teams to deliver an outstanding onboarding experience and provide specialised support throughout the process.

Key Responsibilities

Ensure accurate and up-to-date records of onboarding activities in line with standard operating procedures and performance criteria.
Execute specialised work to improve the quality, standards, and efficiency of onboarding processes.
Proactively identify problems, determine root causes, and implement effective solutions in line with business guidelines.
Plan and optimise task execution, contributing to process improvements in onboarding.
Collaborate with distribution teams to ensure seamless onboarding of IFAs, Tied Advisers, and DFMs.
Develop strong relationships with adviser and their office staff to facilitate a smooth onboarding experience.
Work with marketing and other departments to develop materials and content that enhance the onboarding journey.
Ensure compliance with regulatory and company requirements in onboarding and new business servicing processes.
Maintain and update onboarding processes and procedure documentation with version control.
Use management information and analytics to identify areas for improvement and drive implementation.
Attain mastery of onboarding systems, platform functionality, and product knowledge to provide expert guidance.
Train new team members, advisers, and adviser office staff on processes, systems, and products.
Manage risks and compliance in alignment with company policies and Treating Customers Fairly (TCF) principles.
Contribute to knowledge sharing and continuous learning within the team.

Experience

3-5 years of experience in a similar onboarding, customer service, or operational role within Investment Platform industry

Qualifications

Bachelor’s Degree or Advanced Diploma (NQF Level 07) in Business Administration, Financial Services, Operations Management, or equivalent

Senior Solution Architect Applications

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

About the role

Are you a visionary in IT architecture with a passion for designing innovative application solutions? We are looking for a Senior Specialist: Solution Architect to join our dynamic team and help shape the future of our technology landscape. As a Solution Architect, you’ll provide expert advice and support in developing and implementing application solutions that solve complex integration and compatibility challenges across multiple platforms. You’ll play a key role in establishing architectural standards and driving strategic IT initiatives.

Qualifications and Experience

Bachelor’s Degree or Advanced Diploma (NQF Level 7) in IT or Computer Science.
3–5 years of experience in a similar role.
TOGAF Certification (mandatory).
Additional certifications in AWS, Azure, or Salesforce are an advantage.
Strong communication skills to explain complex technical concepts.
Proficiency in secure network environments and Microsoft Office Suite.
Experience with Cloud Platforms: AWS, Azure, Salesforce and MuleSoft.
Proven ability to document architecture principles and track project progress.

Key Responsibilities

Lead solution ideation, design, and implementation across business units.
Define solution visions, evaluate options (RFIs, RFPs, prototypes), and develop roadmaps.
Collaborate with domain architects to formalize IT standards and procedures.
Ensure solutions align with business goals and technology standards.
Support application projects and influence architectural decisions.
Evaluate new technologies and drive innovation.
Provide security analysis and ensure compliance with best practices.

Manager: Business Development

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Stanlib’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.

Purpose

To plan, manage and monitor the implementation of business development activities in order to deliver on approved operational plans in an affective 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

CFP is required

Outputs

Key Responsibilities

Apply models and techniques which enable tracking, reporting and monitoring of business related information.
Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
Develop and implement approved business plans and initiatives in order to grow the business.
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.

Customer

Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Competencies

Liberty Values

Technical Competencies

Conflict Resolution (Intermediate)
Building a business case (Intermediate)
Strategic Planning (Intermediate)
Business Acumen (Intermediate)
Business Interaction (Intermediate)

Behavioural Competencies

People Management and Empowerment (Intermediate)
Relationship Management and Networking (Intermediate)
Problem Solving and Analysis (Intermediate)
Judgment and decision making (Intermediate)

Speak to your HR representative or visit our career site for opportunities within your area.

Branch Manager (Welkom)

Location: Welkom FS ZA, FS, ZA

Company: Liberty Group Limited

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

FAIS Requirements

RE05

120 FAIS credits

Minimum Qualifications

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

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.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.
Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Technical Competencies

Legal Compliance (Sales) (Intermediate)
Risk Awareness (Intermediate)
Sales life cycle management (Proficient)
Conflict Resolution (Intermediate)
Efficiency improvement (Intermediate)
Functional Policies and Procedures (Intermediate)
Operations Management (Proficient)
Product and/or Service Knowledge (Intermediate)
Sales management (Proficient)
Budgeting and Expenditure Control (Intermediate)

Behavioural Competencies

Persuading and Influencing (Intermediate)
People Management and Empowerment (Intermediate)
Interpersonal Effectiveness (Intermediate)
Problem Solving and Analysis (Intermediate)
Strategic Insight and Capability (Intermediate)
Teamwork and Cooperation (Intermediate)
Judgment and decision making (Intermediate)
Communicating with Impact (Intermediate)
Relationship Management and Networking (Intermediate)
Customer Orientation (Intermediate)

Senior Business Analyst

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

About the Role

As a Senior Specialist: Business Analyst, you will develop tactical strategies, lead delivery plans, and ensure the effective implementation of business analysis methodologies and governance. Your work will directly influence operational excellence and strategic alignment across the organization.

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences

Qualifications and Experience

5–8 years in a similar environment, with 3-5 years Salesforce Experience.
Bachelor’s Degree or Advanced Diploma in IT or Computer Sciences.

IT Business Analysis (Advanced)

Business Acumen & Operations Management

Conflict Resolution & Policy Implementation

Strategic Planning & Efficiency Improvement

Key Responsibilities

Develop and implement business analysis strategies and practices.

Review performance metrics and identify opportunities for improvement.

Lead the integration of operational activities across internal value chains.

Build and maintain strong stakeholder relationships aligned with TCF principles.
Manage budgets, financial controls, and ensure cost optimization.

Drive human capability planning and resource optimization.

Implement governance frameworks and proactively manage risk.

Liberty Values

Manager: Operations

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.

Purpose

To plan, manage and monitor the implementation of operations related 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

Process

Develop and implement approved business plans and initiatives in order to grow the business.
Analyse operational records, trends and costs related to estimated and realised revenues to project future revenues and expenses.
Monitor operations for accuracy and efficiency, provide feedback to team and serve as a point of escalation for challenging operational issues.
Assist in the timeous identification and solving of operational problems for a team being managed.
Develop and deliver technical design solutions according to agreed standards that address business requirements within an agreed timeframe.
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.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Competencies

Technical Competencies

Product Related System Application (Intermediate)
Operations Risk Management (Intermediate)
Operations Management (Intermediate)
Product and/or Service Knowledge (Intermediate)

Behavioural Competencies

People Management and Empowerment (Intermediate)
Judgment and decision making (Intermediate)
Relationship Management and Networking (Intermediate)

Actuarial Graduate Recruitment 2025

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Purpose

To apply Actuarial, Statistical and Mathematical techniques in the successful applicants’ appointed role in one of the areas in the Standard Bank Insurance and Asset Management Business Unit.

Minimum Experience

0 – 1 year experience in a similar environment

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

Additional Minimum Qualifications

Actuarial Science Graduate studying towards Honours in Actuarial Science in 2025

Outputs

Process

Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
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.
Completes actuarial tasks that are relatively granular with detailed output requirements defined
Performs data checking and validation work
Applies analytical tools and techniques, including model building, to solve actuarial problems
Adheres to spreadsheet standards and maintains audit trails.
Builds a basic understanding of general actuarial insurance knowledge, e.g. statutory reserving and capital requirements, IFRS reporting, product pricing etc.
Builds a basic understanding of company specific knowledge, e.g. product knowledge, company structure, business rules, policies, processes etc.

Customer

Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

Governance

Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Adheres to Actuarial Guidance Notes and any other applicable regulations.

Competencies

Liberty Values

Technical Competencies

Research and Information Gathering (Basic)
Quantitative Skills (Intermediate)
Modelling (Basic)
Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

Professional/Technical learning (Basic)
Organisation and Attention to Detail (Basic)
Interpersonal Effectiveness (Basic)
Problem Solving and Analysis (Basic)
Teamwork and Cooperation (Basic)
Relationship Management and Networking (Intermediate)
Customer Orientation (Basic)

Branch Manager (Cape Town – Century City)

Location: Cape Town WC ZA, WC, ZA

Company: Liberty Group Limited

Purpose

To plan, manage and monitor the implementation of Agency Branch Management activities and FAIS roles (Supervision, Key Individual, Mentorship, Coaching and Development) 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

FAIS Requirements

RE1
RE5
CFP (Advantageous)

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [Level N/A: Pre-2009 was L6] in Generic Management

Key Responsibilities

FAIS roles Supervision
Key Individual Activities
Mentorship
Coaching and Development
Recruitment

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.

Customer

Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.
Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.