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Proposition Specialist

Date: 11-May-2022

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.


To provide specialist advice & support in order to deliver production analysis activities, through the execution of predefined objectives as per agreed (SOPs).

Minimum Qualifications

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

Additional Minimum Qualifications

  • CA
  • CFA
  • Actuary
  • MBA

Minimum Experience

  • 2-3 years in a similar environment.
  • Minimum of 5-7 years in the investment industry.
  • Functional industry knowledge, at minimum.
  • Knowledge of legislation: FICA, FAIS, CISCA, Pension Funds Act, Long term insurance act.
  • Knowledge of tax rules and processes.
  • Investment platforms.

Additional Minimum Experience

  •  Discretionary and Pre and post retirement solutions and vehicles.
  • Mancos and Unit Trusts.
  • Discretionary Fund management and Model portfolios.
  • Share portfolios.
  • Offshore investment vehicles.

Key Responsibilities

  • New product development; Product enhancements.
  • Regulatory impact analysis on clients/advisors/business/processes and implementation of regulatory changes.
  • Scoping of proposition requirements and testing of solutions.
  • Proposition representative on projects.
  • Commercial impact analysis.
  • Drafting of business and IT proposals.
  • Drafting and review of internal and external correspondence.
  • Representation on industry bodies such as ASISA where required.
  • Best practice analysis; Competitor and trend analysis. Presenting and training; Management of relationships with senior staff in the Business Units as well as with Compliance, IT and Marketing.
  • Management of 3rd party relationships (e.g. software vendors and technology suppliers).


  • A deep understanding of investment and life products (to subject matter expert level) in order to talk about investments confidently
  • Understand how best to excite and engage business stakeholders
  • Know how to ensure the training and associated changes in behaviour are embedded in the business.
  • An understanding of financial services regulation as it relates to investment platform providers.
  • An in depth understanding of providing solutions and experiences which delights financial advisers.
  • A clear understanding of how an adviser’s business works.

Additional Outputs

  • A clear understanding of the competitive landscape for our platform.
  • 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.
  • A passion for continual growth and self-development


  • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
  • Investigate and analyse business requirements and current systems to provide input into the design of processes addressing these needs.
  • Engage with stakeholders to gather requirements and to analyse needs in terms of reporting requirements and advise on possible MIS outcomes.
  • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
  • Comprehensively test solution to ensure delivery according to identified requirements and document changes for recording and governance purposes.
  • Determine operational feasibility by evaluating analysis, problem definition, requirements, solution development and proposed solutions.
  • 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.


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


  • 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.


  • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Liberty Values

  • Act with humanity
  • Do what matters
  • Imagine it's possible

Technical Competencies

  • Knowledge of IT Governance and Business (Basic)
  • IT Knowledge (Intermediate)
  • IT Business Analysis (Intermediate)
  • Capacity Planning (Intermediate)
  • Research and Information Gathering (Basic)
  • Reporting and Interpretation (Basic)
  • Customer Advice (Technical) (Basic)

Behavioural Competencies

  • Professional/Technical learning (Basic)
  • 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 (Basic)
  • Customer Orientation (Basic)

Additional Competencies

  • Excellent verbal and written communication skills
  • Multilingual (Advantageous).

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.

Vaccination Policy & Hybrid Working Model 

We are evolving the way we work and will be launching a Hybrid working model, in line with this Liberty has implemented a Mandatory vaccination policy which is applicable to all employees, this is to further strengthen our commitment to the safety of all employees. Right of refusal to be vaccinated against COVID-19, either on constitutional and/or medical grounds, is taken into consideration and will be dealt with through an objection process. More information about our Hybrid working model and Mandatory vaccination policy will be discussed during the recruitment process for this position.

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