Specialist : Onboarding (Contract)

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. 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 Consultants, and Discretionary Fund Managers (DFMs).

Key Responsibilities

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

Qualifications

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

Liberty Group Limited is an equal opportunity, affirmative action employer.

In compliance with the Employment Equity Act 55 of 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. Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no).