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Product Finance Team Leader

Vacancy Details

Reference No.



The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products. The primary responsibility will be to lead and manage the team’s total operational and people capabilities.


You will be required to manage a team of product accountants who are responsible for executing investment administration, risk management, tax, financial reporting, fund accounting and client servicing.
The candidate will be required to manage staff, including performance management, assisting with issues coming out of the daily operations, review of staff work and ensuring processes are followed and standards are adhered to.The successful candidate will have a strong sense of ownership, responsibility and leadership.

Ensure that the team performs according to contracted performance areas to deliver the highest level of service to stakeholders
Plan, assign & monitor work of the team members
Continuously evaluate and improve processes to ensure effectiveness and efficiency
Pro-actively identify and manage operational risks
Investigate and resolve client and internal queries efficiently and on a timely basis
Regularly engage, interact with and report to management and the clients;

Liaise with internal and external auditors
Ensure tax, legislative and statutory requirements are met
Identify ways of promoting accuracy and maximizing productivity within the team
Assist with the implementation of changes to existing products and processes as well as new products
Maintain high levels of teamwork within the team, different departments and external parties in order to resolve client queries
Respond in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients
Balance own priorities while directing and motivating others
Management of team deliverables, training and day to day team management
Ongoing development of team members including training, upskilling and performance management
Adhoc project management, reporting and other duties as needed by the Head of Product Finance


Ideal experience
Strong leadership experience: both people management and operationally
Strong accounting, reconciliation, and analytical skills essential
Knowledge of tax laws in general for Unit Trust, Retirement, Life and LISP products.
Knowledge of the applicable LISP and CIS legislative environment (specifically the FAIS Act, Pension Funds Act, Collective Investment Schemes Control Act, Long-Term Insurance Act).

Ideal qualifications
A minimum of 2 years’ people management experience
A minimum of 3 years LISP experience with strong fund accounting knowledge in the Retirement, Life and space will advantageous
Ideally candidates will have a relevant tertiary qualification such as a B.Com Accounting/Postgraduate Diploma in Accounting

Competencies and ideal personality attributes

Proven leadership and coaching skills with excellent communication and interpersonal skills

Keen attention to detail, passionate about exceptional client services, professional, with excellent stakeholder management skills
Proactive with a sense of urgency and the ability to make quick decisions and establish priorities
Ability to simplify complex problems and processes and be outcomes driven
Self-motivated, learns quickly and willing to be stretched in a challenging, dynamic and exciting environment
Able to deal with and manage difficult, demanding clients
Facilitation and presentation skills
Critical thinking and creative problem-solving skills
Ability to work under pressure and meet deadlines, ensuring delivery of high quality output (Flexibility required)
Unquestionable integrity and accountability

Software, Systems knowledge
Flexcube experience (highly advantageous)
CaseWare or similar
Pastel or similar
SARS applications
Digiata, modules (highly advantageous)
Proficient in the MS Office suite with advanced Excel skills essential

Kindly note that if you havent received feedback within 2 weeks of submitting your application, consider it as unsuccessful 

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape - Southern Suburbs (Cape)