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Senior Manager: Internal Audit
Location: Johannesburg GAU ZA, GT, 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 lead and review the audit process for a portfolio of audits through audit execution and oversight of the audit team to independently and objectively provide assurance that enables client centric risk management
Qualifications and Experience
- Honours or Master’s degree in Mathematical Statistics, Actuarial Science, Quantitative Finance.
- Minimum 5–8 years of experience in internal audit, risk management, or actuarial assurance in the insurance sector.
- Deep understanding of long-term insurance products, actuarial reserving techniques, and financial reporting requirements (e.g., IFRS 17).
- Experience in leading audit engagements and managing audit teams.
Essential Functions
- Plan, lead, and execute risk-based audits across Risk, Actuarial and Long-Term insurance business units.
- Develop audit programs and risk assessments focused on actuarial models (e.g., IFRS 17, Solvency Assessment and Management (SAM), embedded value).
- Evaluate and test the design and effectiveness of internal controls around key actuarial functions such as reserving, pricing, capital modelling, and risk-adjusted performance.
- Perform control and risk assessments of key actuarial and financial reporting processes.
- Review and assess compliance with relevant insurance regulations (e.g., FSCA, SAM & IFRS guidelines).
- Monitor emerging risks within the Long-Term insurance and actuarial domain and adjust audit plans accordingly.
- Adhere to GIA methodology, policies and procedures. Manage adherence of team members on audit projects. Guide team members to enhance their understanding and application of GIA methodology, policies and procedures.
- Assess, identify and report on practices in the scope of audit projects which negatively impact client experience and raise recommendations to improve client experience.
- Build strong relationships with relevant senior internal stakeholders to understand the business and to enable assurance processes and GIA’s wider objectives.
- Manage the finalization of audits findings, assessing and contributing to drive accurate, risk-based findings with complete root causes and agreed sustainable risk-based remedial actions. Draft the audit report, incorporating audit findings and formulating risk themes and the overall audit outcomes and messages.
- Partner relevant stakeholders in the business area to share and leverage risk management practices, tools and capabilities, and work together towards an aligned and integrated approach to assurance and risk management.
Additional Essential Functions
- Develop and maintain a risk assessment on all areas of risk origination and risk management of the business area responsible for, covering all the risk types to inform audit planning and reporting.
- Develop and maintain a risk-based, resourced, and relevant assurance plan for the business area responsible for. Feed the plan into the portfolio plan for review and approval. Input the approved audit projects into the audit system, completing all data requirements, including committed dates, business and risk coverage and agreed resources with timing and hours.
- Identify and develop areas for personal growth, considering skill, behavioural and leadership development, through interventions, on-the-job learning or coaching. Where required provide on the job guidance and support to new joiners.
- Lead and manage individuals to deliver against objectives, provide feedback, guide and enable technical, behavioural and leadership development, and assess and manage performance.
- Manage and contribute to the development of a risk based audit project scope, adhering to audit methodology. Engage all relevant GIA specialists to obtain input and agreement of the scope. Review and approve a proposed scope. Communicate the scope to relevant GIA executives for review, input and approval, prior to communicating to auditees accountable for the area under review.
- Manage and execute data led audit testing to assess the design and operating effectiveness of controls, determine audit findings and residual risk, and agree remediation to address root causes. Engage all relevant GIA specialists to obtain input and agreement of the audit findings. Review, assess and approve all audit project work for quality, accuracy and adherence to GIA methodology. Communicate and agree findings with relevant auditees accountable for the areas under review.
- Manage audit finding management on the business area(s) responsible for; monitor status for all findings, drive accuracy and completeness of audit finding data and updates on the audit system. Engage all relevant GIA specialists to obtain input and agreement on the remediation. Review audit finding validation in accordance with GIA methodology. Compile data analysis and insights on audit findings for portfolio reporting.
- Manage the accuracy and completeness of audit data on the audit system, including audit and finding status, business and risk mapping, and committed dates. Contribute to governance reporting through providing collective audit and finding outcomes and opinions, audit and finding metrics, risk assessments, risk themes, risk insights and risk foresights on the business area responsible for. Where required report into relevant governance committees.
Behavioural Competencies
- Examining Information
- Generating Ideas
- Interacting with People
- Interpreting Data
- Making Decisions
- Meeting Timescales
- Producing Output
- Taking Action
- Upholding Standards
Technical Competencies
- Audit Project Management
- Business Acumen (Audit)
- IA Data Analysis
- IA Technology Application
- Internal Auditing
- Maintain IA Professional Practices
Liberty Values
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.
Click here to apply
Administrator: Quotes
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To deliver quotes administrative services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 – 2 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [Level N/A: Pre-2009 was L6] in Finance Economics and Accounting
Process
- Accurately administer, plan for and complete financial activities within area of work in an efficient, effective and up to date manner.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Contribute to the effective and efficient administration of operational costs within budget, identify areas of financial risk and escalate.
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
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.
Competencies
Technical Competencies
- Business IT Systems (Basic)
- Query resolution (Basic)
- Financial Acumen (Intermediate)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
- Customer Orientation (Basic)
IAM is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Click here to apply
Senior Manager: Infrastructure & Vendor Management
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Business Unit
The Investment Platform team is building a new and exciting financial services business which will provide a leading-edge investment platform and supporting services to independent financial advisers as well as tied advisers within Standard Bank and Liberty. You will play a key role in delivering this innovative and groundbreaking solution, transitioning our current LISP business, and supporting the vision of becoming the number one investment platform in South Africa
Purpose
The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences. You will lead our infrastructure team and drive excellence across service delivery, operational support, and strategic technology initiatives. This role is pivotal in ensuring the reliability, security, and scalability of our IT infrastructure while managing vendor relationships and fostering a high-performing team culture.
Key Responsibilities
Service Management & Operations
- Oversee Service Support Management and ensure timely resolution of incidents and service requests.
- Manage the Service Lifecycle, ensuring services are designed, transitioned, operated, and improved effectively.
- Lead Asset and Configuration Management, maintaining accurate records of hardware, software, and configuration items.
- Implement and optimize Monitoring tools and processes to ensure proactive issue detection and resolution.
Supplier & Vendor Management
- Manage relationships with third-party vendors and service providers in a Managed Service Environment.
- Ensure SLAs and KPIs are met and drive continuous improvement across supplier performance.
Cybersecurity & Risk Management
- Collaborate with security teams to ensure robust Logical Access Management, Vulnerability Scanning, and Patch Management.
- Maintain compliance with cybersecurity standards and contribute to risk mitigation strategies.
Leadership & People Management
- Lead, mentor, and develop a team of infrastructure professionals.
- Foster a culture of accountability, innovation, and continuous learning.
- Align team objectives with broader organizational goals and technology strategy.
Experience
- At least 5 years’ experience in a similar role
- An understanding of South African Investment Platforms and platform operations and regulations.
- Proven experience in leading infrastructure teams within a Managed Service or enterprise IT environment.
- Strong understanding of ITIL and COBIT frameworks and their practical application.
- Deep knowledge of cybersecurity principles, including access control, vulnerability management, and patching.
- Experience with infrastructure monitoring tools and asset/configuration management systems..
- Demonstrated ability to manage complex supplier ecosystems and negotiate contracts.
- Experience in building successful relationships and working collaboratively with external vendors
- Strong leadership skills with a track record of building high-performing teams.
- A strong understanding of change management processes
- A broad enterprise-wide view of the end-to-end business and a relevant degree of appreciation for strategy, processes, and capability, enabling technologies, and governance.
- Lead incident response and disaster recovery simulations
- Knowledge of network architecture, server and storage infrastructure, cloud services (AWS, Azure, Google Cloud).
- Knowledge of LINUX, Unix, Windows, Citrix, Control-M and AppDynamics.
Competencies
- Communicating with Impact: Communicates effectively in both the written and verbal format delivering clear, succinct messages.
- Customer Service: Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets their needs. Take personal accountability for delivery.
- Driving for Excellence: Approaches work in an orderly and systematic manner to ensure the achievement of high-quality customer service.
- Analytical Thinking: Understands a situation or problem by breaking it into smaller pieces and tracing the implications of a situation in a step-by-step way.
- Entrepreneurial and Commercial Thinking: Understands the economic environment and able to make well informed business decisions.
- People Skills: The ability to influence a wide range of diverse individuals and groups positively.
- Resilience: Responds to stressful situations in a calm and proactive manner and keeps self and team focused on balancing personal energy with business result.
- Teamwork and Cooperation: Cooperates with others to accomplish common goals.
- Persuading and Influencing: The ability to persuade, convince and influence others for the purpose of achieving desired results.
- Leading Change: Continually looks for and encourages others to see opportunities for new and innovative approaches to solving organisational problems.
- Trust and Integrity: Shows sincerity, honesty and consistency in words and actions.
Minimum Qualifications
- Bachelor’s degree in Computer Science, Information Technology, or related field (Master’s preferred).
- ITIL Foundation (minimum), with Practitioner or Expert level certifications highly desirable.
- COBIT certification or demonstrable experience with COBIT governance principles.
Liberty Values
Suitability for Persons with Disability
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Click here to apply
Manager: Ops and Admin
Date: 17 Sept 2025
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
The Investment Maintenance Administrator plays a pivotal role in enabling and maintaining investment solution availability across systems, platforms, and adviser channels. This includes coordinating the onboarding and ongoing maintenance of funds, Discretionary Fund Managers (DFMs), and adviser access, ensuring data integrity, operational readiness, and adherence to compliance and governance standards.
In addition to technical setup responsibilities, the role demands a high level of service excellence in managing queries and supporting stakeholders. The incumbent effectively balances day-to-day service delivery with active participation in continuous improvement initiatives and proposition development. Success in this role requires a combination of operational precision, client-focused thinking, and a proactive mindset within a rapidly evolving environment.
Key Responsibilities
SERVICE DELIVERY AND QUERY RESOLUTION
- Drive service excellence by monitoring and enhancing team interactions and outputs to ensure consistent experiences for clients, advisers, and distribution partners.
- Uphold support standards with a focus on responsiveness, accuracy, and professionalism.
- Act as the escalation point for queries, ensuring timely resolution and continuous improvement in client and adviser experience.
PROCESS AND RISK MANAGEMENT
- Continuously assess and improve operational processes for efficiency, accuracy, and risk mitigation.
- Identify, report, and help resolve breaches in policy or process in collaboration with the Head of Operations.
- Ensure procedures and internal documentation are kept up to date and are aligned with current best practices and regulatory expectations.
- Continuously seek to improve service processes and reduce inefficiencies.
- Facilitate and execute user acceptance testing as and when required, whilst managing business as usual responsibilities.
Key Responsibilities (Continued…)
OPERATIONAL MANAGEMENT
- Own the daily operations and processes of the Middle Office team to ensure delivery excellence.
- Oversee workloads, prioritise tasks, and adjust resource allocation to match service demand and business priorities.
- Drive initiatives that enhance turnaround times and first-time query resolution.
- Manage CRM data integrity by ensuring all service interactions are recorded in a timely, accurate, and compliant manner.
- Ensure that all service activity aligns with company standards, SLAs, and compliance requirements.
REPORTING
- Produce accurate and timely management information (MI) covering performance metrics, service levels, and operational health indicators.
- Analyse trends, root causes, and operational data to inform decision-making and recommend improvements.
- Monitor key performance indicators such as query volumes, turnaround times, error rates, and client satisfaction.
Key Responsibilities (Continued…)
PROPOSITION KNOWLEDGE
- Demonstrate mastery of the investment proposition, options, and systems.
- Participate in cross-functional working groups or change initiatives as a subject matter expert on proposition, processes, and systems.
TEAM SUPPORT AND COLLABORATION
- Coach, guide, and support team members.
- Drive team engagement and ownership through clear communication and performance expectations.
- Actively support team members by sharing knowledge and providing guidance on complex queries.
- Contribute to a positive, solutions-oriented team culture through consistent communication, driving swift resolution, and thriving in a fast-paced environment.
GROUP PARTNERSHIP AND STAKEHOLDER ENGAGEMENT
- Build and maintain relationships with key stakeholders.
- Create and optimise collaborative work processes, ensuring that business initiatives align with elevating overall client experiences.
Qualifications and Experience
- Relevant tertiary qualification in business, investments, or a related field.
- CFP would be advantageous.
- Minimum 5–8 years’ experience, of which 2-3 years’ at a junior management level.
- Experience in customer experience management and service design.
- Solid understanding of international investment products and platforms.
- Working knowledge of investment platforms, financial products, and applicable regulatory frameworks including AML, KYC, and FAIS requirements.
Skills and Competencies
- Ability to inspire and motivate a high-performing team.
- Strong analytical and critical thinking skills.
- Excellent verbal and written communication skills, with the ability to convey complex information clearly and professionally across multiple channels.
- Strong interpersonal and relationship management abilities, demonstrating a client-centric approach in all interactions.
- Ability to manage multiple priorities in a high-pressure environment, while maintaining composure and focus.
- Collaborative and solutions-oriented team contributor.
- Resilient, adaptable, and capable of operating in a dynamic and evolving business environment.
- Comfortable operating in a fast-paced, start-up setting, with the ability to navigate ambiguity and contribute to growth.
Technical Competencies
- Product and/or Service Knowledge (Intermediate)
- Product Related System Application (Intermediate)
- Operations Risk Management (Intermediate)
- Operations Management (Intermediate)
- Efficiency improvement (Intermediate)
Behavioural Competencies
- People Management and Empowerment (Intermediate)
- Relationship Management and Networking (Intermediate)
- Judgment and decision making (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.
Click here to apply
Administrator: Reconciliations (Contract)
Date: 17 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To deliver reconciliations support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 – 2 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [Level TBA: Pre-2009 was L6] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Reconcile specific individual claim histories, resolving queries timeously and accurately.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Report on company assets and liabilities including balance sheet account reconciliations and review of intangible assets.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to governance, compliance, integrity and ethics processes and procedures in area of specialisation and continuously identify and escalate risks.
- 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
Liberty Values
Technical Competencies
- Financial Control (Basic)
- Financial Accounting (Basic)
- Financial Administration (Intermediate)
- Financial Acumen (Basic)
- Reconciling Financial Records (Intermediate)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Click here to apply
Administrator: Maintenance
Date: 17 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To deliver payments administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 – 2 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Administer and process payments and receipt tasks and activities in alignment with performance objectives.
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Apply quality assurance principles in order to ensure the authorisation and release of payments in a timely and efficient manner.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Support financial transactions by providing administrative support services in line with set standards.
- Answers customer questions, such as current rates and date fund payments were issued.
- Initiate and fulfill payments according to the payment rules.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
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.
Competencies
Liberty Values
Technical Competencies
- Financial Management (Basic)
- Financial Control (Basic)
- Product Related System Application (Basic)
- Query resolution (Basic)
- Financial Administration (Basic)
- Financial Acumen (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Basic)
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Click here to apply
Specialist: Tax
Date: 16 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Purpose
We are seeking a highly skilled and detail-oriented VAT Specialist with preferable expertise in insurance taxation (both long and short term). The successful candidate will be responsible for managing VAT compliance, advisory, and reporting across our insurance operations, ensuring alignment with VAT regulations.
Qualification & Experience
- Bachelor’s degree in Accounting, Tax, Finance, or related field.
- 3 – 4 years experience in a similar environment.
- Strong understanding of VAT legislation.
- Ability to interpret complex VAT regulations and apply them practically.
Key Responsibilities
- To accurately and timeously prepare and/or review and submit VAT returns and related payments, reconciliations, general ledger postings and supporting documentation.
- To perform cost centre reviews, annual apportionment ratio calculations and change in use adjustments.
- To manage and assist with various annual and ad-hoc VAT projects.
- Oversee VAT compliance for both long-term and short-term insurance products.
- Provide technical VAT advice on new products, transactions, and business initiatives.
- Liaise with internal stakeholders and external advisors to ensure accurate VAT treatment.
- Monitor changes in VAT legislation and assess their impact on the business.
- Support audits and manage queries from tax authorities.
- Develop and maintain VAT policies and procedures.
- Assist with tax planning and risk management strategies.
- Train and support finance and operational teams on VAT matters.
Skills & Competencies
- Intermediate to advanced Excel skills (non-negotiable)
- Excellent analytical and problem-solving skills.
- Strong communication and stakeholder management abilities.
- High attention to detail and accuracy.
- Ability to work independently and manage multiple priorities.
- Proactive and adaptable in a fast-paced environment.
- Familiarity with the SAP system will be an advantage
Click here to apply
Specialist Client Experience
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
Performs a specialist client support role to the client fund manager team and responsible for the operational client management function within the STANLIB Institutional Distribution team.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- 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.
- Responsible for client take-on and termination processes, including documentation and facilitation of asset transfer, as well as liaison with other internal divisions.
Customer
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
- Resolves operational and administrative queries relating to clients investments at STANLIB
- Manages client investment and disinvestment instructions, ensuring all relevant people are correctly informed, including internal and external parties
- Manages client reporting processes, including daily, monthly, quarterly, ad hoc, bespoke, performance, Hiport, and regulatory reporting including engaging with the clients to ensure reports remain relevant .
- Escalates client concerns, errors and issues to relevant client fund manager and reporting line.
- Provides a comprehensive client servicing support to the Institutional Client Fund Managers and associated client bases.
- Critical assess internally processes / deliverables and identify ways to improve overall service experience.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
- Manage client billing processes, including the creation of templates, accuracy of invoices and reconciliations.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
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.
Competencies
Liberty Values
Technical Competencies
- Research and Information Gathering (Basic)
- Financial Administration (Intermediate)
- Reporting and Interpretation (Basic)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Analytical Thinking (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Speak to your HR representative or visit our career site for opportunities within your area.
Click here to apply
Senior Specialist: Release Train Engineer
Date: 12 Sept 2025
Location: Johannesburg GAU ZA, GT, 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.
About the role
We’re looking for a dynamic and experienced Release Train Engineer (RTE) to join our agile transformation journey and help drive value delivery across our Agile Release Trains (ARTs).
Why join us:
Be part of a purpose-driven organisation that values innovation and agility.
Work in a collaborative, inclusive, and empowering environment.
Enjoy opportunities for growth, learning, and career mobility.
Contribute to meaningful transformation and diversity initiatives.
Minimum Qualifications and Experience
Experience: 3–5 years in a similar environment with Financial understanding and Background.
Education: Bachelor’s Degree or Advanced Diploma (NQF Level 7) in IT or Computer Science.
Certifications:
- Scrum Master Certification
- SAFe Scrum Master
- SAFe Release Train Engineer
Key Responsibilities
- Facilitate Agile Release Train (ART) events and processes.
- Drive continuous improvement and relentless delivery of value.
- Collaborate with Scrum Masters, Product Owners, and stakeholders to manage risks, dependencies, and impediments.
- Champion agile best practices and foster a culture of systems thinking and servant leadership.
- Track and communicate key ART metrics and ensure alignment with Liberty’s Portfolio Management Office.
Competencies
- Agile and Lean-Agile expertise
- Coaching and mentoring
- Analytical thinking and problem-solving
- Programme and project management
- Relationship management and networking
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.
Click here to apply
Specialist: Corporate Sales & Distribution
Date: 5 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide specialist advice and support relating to corporate sales & distribution, applying set rules to guard against risk, in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
3 – 5 years experience in a similar environment
Key Requirements
- Own car with valid driver’s licence
- Strong Employee Benefits Background
- 5 – 8 years’ experience in a similar environment
- Idealy individual who is off supervision
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Additional Minimum Qualifications
- Diploma in Wealth Management (NQF5) or similar
Key Responsibilities
- To market, promote and educate intermediaries and employers on Liberty retirement products, services and processes.
- Understanding and Knowledge of selling retirement funds and benefit structures
- Strong Pension Funds and Retirement Fund Tax knowledge
- Liaison between fund governance, intermediary and client regarding all new business issues.
- Assist intermediaries in proposals to secure new business.
- Supporting and growing the intermediary base that writes Liberty Corporate business.
- Making appropriate recommendations on how new funds may be structured.
- Ability to present at board of trustee/management committee level.
- Presentations and communications to company employees.
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
Competencies
Technical Competencies
- Continuous Process Improvement (Intermediate)
- Legal Compliance (Sales) (Intermediate)
- Sales life cycle management (Intermediate)
- Research and Information Gathering (Basic)
- Reporting and Interpretation (Basic)
- Functional Policies and Procedures (Intermediate)
- Sales management (Intermediate)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
- Customer Orientation (Basic)
IAM is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Click here to apply
Senior Specialist: Proposition Management
Date: 5 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide specialist advice and support in advice proposition development, and develop appealing propositions for financial advisors aligned to the experience frameworks developed for FAs and customers.
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Additional Minimum Qualifications
Outputs
Process
- Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
- Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
- Provide advice and support to find solutions to difficult customer complaints in order to achieve and maintain set customer service excellence standards.
- Contribute to efforts related to the development of innovative business models to support the development of new business initiatives.
- Provide advice and support to ensure the accuracy of all rules and regulations drafted within an area of specialisation.
- Develop appealing propositions for financial advisors aligned to the experience frameworks developed for FAs and customers.
- Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
- Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
- Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
Customer
- 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.
Finance
- Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.
Learning and Growth
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
- Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
Competencies
Technical Competencies
- Building a business case (Proficient)
- Sales life cycle management (Proficient)
- Research and Information Gathering (Intermediate)
- Reporting and Interpretation (Intermediate)
- Customer Advice (Technical) (Intermediate)
- Product Development (Proficient)
- Insurance products and services (Proficient)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- Professional/Technical learning (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
Liberty Values
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Click here to apply
Investment AdministrInvestment Administration Specialist (Cape Town)ation Specialist
Date: 5 Sept 2025
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.
Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions.
In fact, we go far beyond what you’d expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem.
Purpose
To provide specialist advise and support in the preparation of financial statements which are accurate and complete and in line with relevant legislative requirements, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
- Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
- Support the auditing process by providing accurate and up to date data in alignment with Org. financial reporting standards and requirements.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Investigate anomolies and or irregularaties to establish and verify facts that leads to the identification and reduction of risks.
- Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
- Accurately reconcile financial transaction records to supporting documentation in order to enable the verification of the validity of transactions.
- 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
- 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
- Ensure that established accounting standards, procedures and processes are adhered to, in compliance with legislative regulations.
- 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
Technical Competencies
- Research and Information Gathering (Basic)
- Financial Accounting (Intermediate)
- Financial Systems Administration (Proficient)
- Financial Administration (Basic)
- Reporting and Interpretation (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)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Basic)
Liberty Values
Insurance and Asset Management (IAM) is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Click here to apply
We wish you all the best with your applications
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