Candidate Requirements

Qualifications and Experience:

• Education: A relevant certificate in cost management or financial management.
• Experience: A minimum of three years in the investment and planning environment, with essential experience in LISP.

Computer Competencies:

Proficiency in Microsoft Office and LISP software is required.

Competencies:

• Strong administration skills.
• Excellent numeric ability.
• Effective time management.
• Ability to adhere to processes and coordinate tasks.

Knowledge Requirements:

A solid understanding of the financial services industry and its products is essential.

Personal Characteristics:

• Strong interpersonal skills.
• A client-serving mindset.
• High emotional intelligence.

Key Performance Areas (KPAs) / Strategic Business Deliverables:

1. Cost Calculation:

   • Perform accurate calculations of error corrections.
   • Implement necessary error corrections.
   • Handle ad hoc cost calculation requests.
   • Provide feedback and communication regarding issues and status.

2. Testing:

   • Participate in testing exercises to ensure functionality.
   • Log errors and bugs on TFS.
   • Provide prompt and accurate feedback on test results and project meetings.
   • Ensure that business needs and objectives are met.

3. Data Integrity:

   • Proactively identify potential errors before they occur.
   • Conduct key data integrity checks, including:
     • PAYE variance checks.
     • Base cost checks for transfers.
     • Analysis of capital gains tax.
     • Tax directive reconciliations.
     • Daily data integrity checks on processed transactions.
   • Investigate and resolve integration issues related to data reconciliations.
   • Assist with tax data testing for annual and provisional submissions.
   • Support bulk data updates to Maxim.

Ideal Candidate Profile:

• Knowledge of Financial Products: Familiarity with LISP products such as discretionary investments, retirement annuities, living annuities, preservation funds, tax-free savings, and endowment policies.
• Understanding of Investments: Knowledge of collective investments and shares.
• Accounting and Tax Knowledge: Strong understanding of accounting principles and tax regulations.
• Data Handling Skills:
  • Proficient in SQL and Excel.
  • Strong analytical and logical skills.
  • Familiarity with the testing process, including devising expected results and troubleshooting anomalies.
  • Highly numerate.