Active Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• The Investments Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements. 

Requirements    

Qualifications:

• Relevant Degree (NQF 7) Business-related qualifications

Experience:

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry with particular knowledge of Investments (Compulsory and Discretionary)
• Experience in Section 14 and Section 50 Transfers
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Outlook and Windows)

Duties & Responsibilities    

Internal Processes: Sales and Service Experience 

• Understanding of end-to-end processes across product lines
• Ensure the efficient processing of new business received from Financial Advisers
• Sound knowledge of FICA and POPIA adherence and impact of non-adherence
• Professional generation and presentation of quotes and relevant supporting documentation that support the 'advice-led' process
• Accountable for the seamless running of the new business process
• Keeping Financial Adviser assistants in the loop on new business submitted
• Ensure accurate capturing of new business
• Identify possible bottlenecks in the new business process and escalate accordingly
• Digitally enabled with Momentum systems to load and track new business
• Follow-up on pending new business with Financial Advisers and Transferring Companies
• Support and engage Investment Consultant on all pending new business as well as training needs identified for various Financial Adviser offices
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Understanding of all digital capabilities on Adviser Connect
• Training Financial Adviser practice staff through knowledge sharing of digital capabilities on Adviser Connect
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
• Ensure that all training interventions are recorded on appropriate reports
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience

Stakeholder Engagement 

• Ensure all internal and external engagements are conducted in a professional manner
• Maintain meaningful business relationships with all stakeholders ?
• Provide authoritative expertise to clients and stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

Collaboration and Self-development 

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

Business Efficiencies and Effectiveness 

• Identify opportunities to enhance effectiveness and increase operational efficiency.  
• Manage company resources under your control with due respect.  
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum  

Competencies    

• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

Closing Date    

• 2026/02/15

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Role Purpose    

• Responsible for planning, facilitating, and managing skills training within Momentum Retail.

Requirements    

Qualification

• Grade 12
• Skills Development Facilitator (SDF) Qualification
• OD-ETDP Level 5 certification
• Post graduate qualification in HR/Social Sciences, or Learning & Development (advantages)

Knowledge 

• Knowledge of relevant legislation (e.g. SDA, SDLA, Employment Equity Act (Codes of Good Practice related to EE and B-BBEE), Labour Relations Act and SAQA Act
• Knowledge of the QCTO and their programmes
• Knowledge of the Setas e.g Inseta

Skills

• Good understanding of emerging technologies and their potential uses, especially in the learning and development sector
• Effective communication and relationship networks management
• Presentation skills
• Verbal and written communication skills
• Critical thinking and decision making skills (business acumen)
• Influencing and negotiation skills
• Ability to handle ambiguous situations and provide solutions 

Experience

• 4 - 6 years’ experience in the Skills Development with a focus on skills development in an insurance or financial services environment.
• Experience working with Learning Management Systems
• On-the job training
• QCTO related policies and procedures

Duties & Responsibilities    

PROCESS

• Facilitate end-to-end application for new QCTO programmes
• Review existing programmes
• Manage and operationalise the Recognition of Prior Learning (RPL) policy
• Facilitate the RPL process for learners
• Facilitate assessments, including arrangements with assessment centers, including record keeping
• Facilitate moderation processes and moderation record keeping
• Track QCTO accreditation renewal and facilitate maintenance of compliance documentation
• Facilitate yearly policy sign off
• Procure relevant learning material and assessments when needed
• Quality: Ensure all training and assessment practices align with QCTO standards
• Establish good relationships with stakeholders. Communicate with SETAs, QCTO, and other regulatory bodies regarding programme approvals and compliance
• Recruit, contract, and manage facilitators, assessors, and moderators
• Prepare and submit required reports to QCTO/SETA (e.g., learner achievements, completion stats)
• Register learners with the QCTO once they enrolled for a programme
• Conduct yearly internal audits to ensure compliance with accreditation requirements

PEOPLE

• Collaborate with senior management and other stakeholders to identify needs and ensure programme success
• Develop and maintain productive and collaborative working relationships with peers and internalstakeholders
• Effectively manage own development and performance

CLIENT

• Build and maintain relationships with various stakeholders - not limited to consultants, the QCTO and the different SETAS
• Develop collaborative relationships with clients / contractors / consultants / suppliers to consistently meet business needs

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency

Competencies    

• Examining Information
• Documenting Facts
• Interacting with People
• Team Working
• Meeting Timescales
• Checking Things
• Following Procedures
• Managing Tasks

Closing Date    

• 2026/02/19

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Role Purpose    

• Our Impact Strategy flows from and is linked to the Momentum Group purpose. The distribution channel of choice to take all Momentum Group’s products and advice solutions to independent financial advisers (IFAs), Momentum Distribution Services (MDS) is the preferred business partner for IFAs, providing them with specialist knowledge, technological capabilities and practice management support, making it easy to do business with us.
• How we show up will leave a lasting impression. We must be creative, motivated, and believe the right attitude and approach will lead to a stronger outcome on service excellence with our IFAs’ practices.

Requirements    

Qualifications:

• Relevant degree/NQF 7 business-related tertiary qualification.
• A management or leadership development programme is desirable.

Knowledge of:

• Geographically regional IFA knowledge
• Extensive financial services industry knowledge
• MDS administrative policies, procedures, and processes
• Business-related rules, legislation, and regulations (regulatory and compliance requirements)
• How an IFA office and practice operateS and understanding of investment products
• IFA service policies, procedures, and processes
• Business-related rules, legislation, and regulations
• Relevant regulatory and compliance requirements

Experience

• 5-8 years’ office management/general operations experience with a preference for IFA management (essential).
• 5-8 years’ experience in administration office management (essential).
• 3-5 years’ people management experience in a financial services environment (essential).
• 3-5 years’ experience in the financial services industry and can hold a new business hub
• conversation. (e.g. Capturing life insurance cases, FICA process).
• Experience within the MDS Sales environment is advantageous.

Duties & Responsibilities    

• Operational implementation of distribution solutions: Ensure general operations of the distribution cluster, including planning and monitoring of effectiveness and efficiencies.
• Team management: Manages and leads the MDS support administration team(s) within our culture behaviour themes.
• Unreasonable excellence in service delivery and quality: Ensure workflow, pipeline, and activity processes run smoothly.
• Drives process improvements, digital transformation, and cost optimisation effectiveness.
• Office management: Manages general facility operations, including office assistants and drivers.
• Adviser onboarding and transfer (applicable to OSM Agreements): Manages team to ensure accurate processing and maintenance of IFA onboarding, off-boarding, and all transfer processes.
• Champion stakeholder relationships in Distribution Support while partnering with sales teams for sales creation and projection of business:

Competencies    

• Decisive and initiates action
• Leading and supervising
• Working with people
• Adhering to principles and values
• Relating and networking
• Writing and reporting
• Applying expertise and technology
• Analysing
• Planning and organizing
• Delivering results and meeting customer expectations
• Following instructions and procedures
• Adaptive and responsive to change
• Coping with pressures and setbacks
• Achieving personal work goals and objectives
• Attention to detail

Closing Date    

• 2026/02/15

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Role Purpose    

• An opportunity is available in the Metropolitan Broker Support team reporting into the Distribution Operations function that supports all distribution channels in Metropolitan.
• This role focuses on enhancing broker services through efficient query handling, and compliance oversight. It plays a key part in driving operational excellence and client satisfaction within the broader distribution ecosystem.

Requirements    

• Matric / Grade 12 / National Senior Certificate
• Recognized Qualification as per the FSCA list or Wealth Management
• RE1 required
• RE5 preferrable
• Minimum 5 - 8 years long term insurance experience
• Business acumen
• Data analysis
• Governance, risk and controls
• Industry trends
• Relevant regulatory knowledge
• Decision making process

Duties & Responsibilities    

• As a Key Individual, lead the broker support team to ensure Metropolitan's full regulatory compliance
• Comply with risk standards, policies and procedures as required by Compliance
• Align team activities with Metropolitan's overarching goals, such as delivering exceptional broker services while upholding integrity and client-centric principles
• Build and maintain strong ties with brokers, and internal teams through regular communication and transparent updates
• Responsibilities include assigning, monitoring, and track team tasks to ensure timely completion and accountability. Generate regular reports on key metrics eg. workload distribution, performance against targets, issue resolution rates, and compliance status for leadership review and continuous improvement.
• Manage the performance of staff and track team performance against established goals
• Manage quality of work by performing quality reviews. Provide targeted coaching sessions based on review findings, offering constructive feedback, skill-building training, and performance improvement plans to elevate overall team standards and service delivery.
• Encourage the team to identify and recommend ways to improve business processes and systems to operate more effectively and add value to clients and business
• Share knowledge and industry trends with the team and stakeholders during formal and informal interactions
• Issue tracking with the development and implementation of action plans

Competencies    

• Building partnerships
• Earning trust
• Coaching
• Collaboration
• Decision making
• Working standards
• Leadership disposition
• Planning and organising

Closing Date    

• 2026/02/18