Purpose of the Role:

To enable learning and development for internal and external company stakeholders through analysis, design, development, implementation and evaluation of learning solutions in order to achieve company’s strategic objectives.

Duties and Responsibilities:

  • Conduct analysis on business imperatives and identified needs
  • Determine the scope of work of specific learning interventions, including deliverables and timeframes, and conduct needs analysis
  • Deliver Learning and Development (L&D) solutions through learning interventions that are aligned with business and cluster strategic intent.
  • Apply L&D practices by keeping abreast of industry trends (Financial sector and Education, Training & Development) and legislative requirements
  • Coordinate identified  L&D initiatives and cluster projects
  • Enable role competence as described in the curricula per role
  • Make recommendation to business by  identifying trends and providing  feedback on identified success factors, risks and gaps
  • Make recommendations to the Learning and  Development Manager if  material should be developed in-house
  • Consult with clients through regular interactions to develop an understanding of their business context, structure and needs
  • Build and maintain relationships with internal stakeholders through consultation, understanding their requirements and accommodating needs
  • Build and maintain relationships in external stakeholders by ensuring contracted deliverables are met
  • Monitor own performance by tracking delivery against scheduled activities and learning evaluations and taking corrective actions when required
  • Meet required business needs by engaging with business and determining the preferred method / medium of learning transfer
  • Design and develop the required learning intervention, assessment and learning aids whilst ensuring they are appropriately positioned
  • Determining objectives for learner, business outcome desired and level of learner audience
  • Obtain sign off of learning material/interventions by relevant stakeholders
  • Determine if business areas would require change management interventions through analysis of current and (to-be) redesigned process maps
  • Plan utilisation of resources
  • Create an implementation plan/ learning proposal
  • Mitigate risk by identifying deviations from contracted plans and processes and escalating as required
  • Resolve work obstacles by putting contingency plans in place and managing on a case-by-case basis
  • Ensure accurate tracking and reporting of learning interventions
  • Contribute to development of procedures, processes and standards
  • Ensure accuracy of learning material content with regard to product, processes, systems and legislative requirements
  • Support the achievement of the  business strategy, objectives and values
  • Identify training courses and career progression for self through input and feedback from management
    Ensure all personal development plan activities are completed within specified timeframe
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses
    Contribute to a culture conducive to the achievement of transformation goals
    Participate and support corporate responsibility initiatives
    Seek opportunities to improve business processes and systems


  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • Relevant HR diploma or degree, specialisation in Learning and Development, ODETDP diploma /certificate, qualifications in area of specialisation e.g. Short Term Insurance; Investments; Executors; Financial Planning / Structuring

Types of Exposure:

  • Conducting root cause analysis
  • Analysing situations or data that require an in depth evaluation of multiple factors
  • Designed and Developed Learning Intervention
  • Coordinating and gaining commitment from internal stakeholders
  • Facilitation of workshop/training
  • Coaching and Mentoring
  • Change Management
  • Writing business proposals
  • Conducting a needs analysis
  • Communicating complex information in writing and verbally
  • Identifying trends
  • Using different approaches in new work situations

Minimum Experience Level:

  • 8-10 years of relevant financial services industry experience
  • 3-5 years of experience as a trainer in the asset management industry

Technical or Professional Knowledge:

  • Administrative procedures and systems
  • Banking knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Cluster Specific Operational Knowledge
  • Industry specific knowledge
  • Industry trends

Behavioural Competencies:

  • Operational Decision Making
  • Managing Work
  • Customer Focus
  • Communication
  • Adaptability
  • Technical/Professional Knowledge and Skills

Employment Equity:

  • Preference will be given to applicants from designated groups

To apply for this job email your details to jackie@asearch.co.za

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