SUMMARY:
An exciting opportunity exists for a seasoned Finance Manager to take ownership of the full financial function of a life-wrapped business, overseeing assets in excess of R130 billion. Reporting to the Senior Finance Manager, this role is pivotal in financial management, reporting, and strategic decision-making.
POSITION INFO:
The ideal candidate is a highly skilled finance professional with a blend of technical expertise, strategic acumen, and strong leadership abilities. This role demands a deep understanding of IFRS 17 and IFRS 9, as well as experience in life insurance, investment products, and regulatory compliance.
Key Responsibilities
- Financial Leadership: Oversee financial management, accounting, and control functions, driving operational excellence through team leadership and process optimisation.
- IFRS 17 & IFRS 9 Application: Ensure compliance and seamless integration with actuarial valuations.
- Financial & Regulatory Reporting: Deliver high-quality, timely financial reports that support executive decision-making and regulatory requirements.
- Cross-functional Collaboration: Partner with finance teams across the business and broader group to manage financial risks, resolve issues, and enhance business insights.
- Strategic Decision Support: Develop expertise in key value drivers, KPIs, and risk factors, providing input on strategic priorities and audit committee focus areas.
- Business Planning: Lead the financial planning process for the life-wrapped business, ensuring alignment with broader strategic objectives.
- Tax & Compliance Oversight: Manage tax allocations across tax funds and liaise with Group Tax for compliance and reporting accuracy.
- Product Implementation: Lead the financial execution of new product launches, leveraging technical accounting expertise.
- Financial Controls & Audit Readiness: Maintain strong financial controls, ensuring compliance with audit, regulatory, and tax requirements.
- Group Consolidation Support: Identify and implement financial adjustments, ensuring accurate consolidation into Group results.
Qualifications & Experience
- CA (SA) with 7–10 years post-qualification experience.
- Experience in life insurance or financial services is essential.
- Strong knowledge of life-wrapped investment products.
- Prior exposure to financial reporting in a listed Group is advantageous.
- Expertise in IFRS 17 and IFRS 9, with the ability to apply complex accounting regulations.
- Proven track record in automating financial processes and enhancing reporting efficiency.
- Experience managing financial controls in large organisations.
- Familiarity with South African regulatory and tax requirements for life insurers.
- Ability to adapt to dynamic business needs, including occasional extended hours.
Key Competencies
- Leadership & Team Management: Ability to inspire and guide teams towards excellence.
- Strategic Thinking: A forward-looking approach to financial management and business performance.
- Analytical & Problem-Solving: Strong ability to interpret financial data and provide actionable insights.
- Communication & Stakeholder Engagement: Exceptional skills in conveying complex financial concepts to executives, auditors, and regulators.
- Resilience & Agility: Thrives under pressure, managing competing priorities with confidence.
- Continuous Improvement: A proactive mindset focused on driving efficiency and innovation.
This is an opportunity to make a meaningful impact within a leading wealth management business. If you’re ready to lead with confidence and drive financial excellence, apply today or send me your CV to
