Financial Adviser


Transformatin Manager
OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff always get something OUT. Our success can be attributed, amongst other things, to the outstanding people that work for us.

Support the Transformation department in the formulation, implementation and monitoring of a group transformation strategy across ALL transformation pillars towards an appropriate BBBEE scorecard level and Institutional culture of planning and implementation
Identifying trends, interpret data, address transformation gaps, create recommendations and action plans by analyzing results of various cultures and employees engagement survey
Ensure that transformation takes place by creating awareness through multiple communication channels. Play an advocacy and advisory role on issues of transformation
Ensure that the employment equity forums are involved in the formulation, implementation and monitoring of the EE Plan and the EE forums are up and running
Ensure relevance of the EE plan by managing and identifying training needs of EE forum and by developing suitable training interventions
Ensure compliance and governance of business transformation
Conduct internal Audits to ensure companies comply with the EE Act policies, practices and procedures
Compile reports for non-compliance and send recommendations and deadlines to companies to address non-compliance issues.
Compile and collate all the required EE verification supporting documents from the sampled operating companies.
Forward planning, strategic alignment, defining strategic and functional objectives of the function’s intent and deliverables.
Full BBBEEE and Employment Equity Act compliance – procedural and substantive
Coordination of ALL internal monitoring forum’s/committees (Transformation and EE Act) – Regular BBBEEE Committee Meetings, scorecard monitoring & Reporting to EXCO
Formulation, implementation and monitoring of Group Employment Equity Plan and DOL S43 recommendations
Company representative on all Transformation industry, government and accompanying bodies.
Drive overall BBBEEE Strategy, targets, policy implementation & planning
Coordinate Annual BBBEEE Audit and verification with the verification agency
Coordinate the Annual Employment Equity act reporting process
Driving B-BEEE compliance throughout the business
Training & coaching line managers on B-BBEE issues, targets, initiatives, operational governance & compliance
Address issues of non-compliance throughout the business and escalate issues of consistent non-compliance
Report on all BBBEEE and Transformation activities

Engages professionally
Ability to find common ground and gain collaboration amongst management, colleagues and peers, able to influence outcomes without directing or commanding.
Confident, comfortable communicator with strong written and verbal communication skills.
Very strong interpersonal skills and the ability to build relationships
Problem-solving with strong decision-making mind-set
Takes initiative and works under own direction
Upholds ethics and values and demonstrates high levels of integrity
Methodically plans and organises tasks and projects
Works meticulously always demonstrating a very high level of attention to detail
Adapts and responds positively to change
The ability to multitask and handle stress
Confidentiality in handling sensitive business, professional and personal issues
In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

A role for a Transformation Manager currently exists. The ideal candidate for this role will have significant experience in BBBEEE/Transformation initiatives preferably in registered financial services company. They would have worked as a Transformation Manager in an established corporate or have worked as a verification analyst/manager thus having a deep understanding of the various BBBEEE Codes and the calculations of the scorecard thereof. Significant consulting experience in BBBEEE implementation and/or Transformation will be beneficial (i.e. he/she should be able to provide strategic advice, have good presentation, administration and report writing skills, etc.) Having strong existing networks within transformation circles will help.

The ideal candidate should have at least five years’ experience in BBBEEE/Transformation consulting at an accredited organization. He / She is expected to have a good working knowledge of the FSC Charter, DTI Codes of Good Practice, Employment Equity and Skills Development legislation and be able to show some experience in applying them. This is a senior role within the organisation and will require applying strategic thinking to government legislation, problem solving and developing value-adding strategies which align BBBEEE legislation and objectives and the spirit of transformation to the overall business strategy.


At least 5 years relevant work experience
BBBEEE and EE Act implementation exposure and experience
Demonstrated knowledge and experience in BEE, including DTI Codes of Good Practice, Sector Charters, detailed reporting, policy review and verification
Superior technical expertise in the interpretation and application of BEE legislation, including all elements of the DTI Codes
Experience with BBBEE systems analysis and strategy creation
Advanced experience with Excel
Advanced experience with PowerPoint
Relevant business, Degree in HR, Business Finance, Accounts or Economics