Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Role Purpose
- The Senior Copywriter is the senior writing craft lead in the Creative Studio, operating within an in-house team that follows an agency creative-team model. Partnered with the studio’s senior designers, this role conceptualises and creates work where design and copy land as one integrated idea.
- The role holds the craft bar for writing across everything the studio produces, from campaign lines and executive narratives to digital, social, print and internal communications. It applies the appropriate Momentum Group tone of voice to jobs in partnership with Group Brand, and brings the discipline, rigour and instinct of a senior writer to every brief.
- The Senior Copywriter reports to the Lead: Group Creative Studio and works as part of the studio’s leadership team, developing the Mid-weight Copywriter and strengthening the studio’s overall verbal and conceptual craft by helping designers recognise how language can sharpen an idea.
- This role sits in a Creative Studio that is moving closer to an external agency-style operating model, with copywriters and designers paired from brief-in to create stronger, more integrated work.
- It strengthens in-house writing capability, reduces dependency on external copy support, and helps ensure Momentum Group’s voice is applied with consistency, creativity and governance across priority studio outputs.
Requirements
- Diploma or degree in Communications, Marketing, Journalism, English or a related field.
- 5+ years of experience in a senior copywriting role, with meaningful agency exposure (agency creative-team experience is a strong plus).
- A strong portfolio demonstrating conceptual thinking and craft across brand, campaign, digital and long-form writing.
- Proven experience concepting alongside designers as a creative-team partner - not writing in isolation.
- Experience coaching or mentoring writers or leading a small team.
- Strong stakeholder management skills; comfortable in senior-stakeholder and Exco-level conversations.
- Comfortable in a fast-paced, deadline-driven, regulated environment.
- Familiarity with Microsoft 365 including Copilot, and confidence with AI tools in the writing process.
- Financial services experience an advantage, given the regulated environment we operate in.
Duties & Responsibilities
Concept and craft
- Lead concept development where the writing carries the idea, campaign lines, headlines, taglines, manifestos, and executive narratives.
- Conceptualise alongside designers from brief-in, in the agency creative-team tradition, rather than adding copy only once the visual direction is complete.
- Uphold the craft fundamentals: clarity of thought, economy of words, precision of language, rhythm and cadence, and the discipline of the edit.
- Deliver senior-level writing across the full range of formats the studio produces: long-form (annual reports, thought leadership, executive scripts), short-form (headlines, subject lines, social, digital), UX and interface copy, video and event scripts, internal and change communications.
- Translate complex business, brand and product goals into clear, persuasive, on-brand writing tailored to the audience.
- Writing craft standards for the studio
- Hold the writing quality bar across everything the studio produces the equivalent on the copy side of what the Lead: Group Creative Studio holds on the design side.
- Run copy critiques with the same rigour as creative reviews — focused on the work, not the writer.
- Apply the Momentum Group tone of voice consistently across the studio’s output, in partnership with Group Brand, which is responsible for the official brand voice guidelines.
- Ensure regulatory, compliance and legal sign-off routes are followed on financial services copy, while preserving clarity, distinctiveness and craft.
Creative team pairings
- Partner with senior designers on briefs, bringing writing craft into the conceptual phase, not the execution phase.
- Take creative direction from the Lead: Group Creative Studio; contribute the writing point of view to creative reviews.
- Sharpen the writing instincts of the designers you're partnering with. Help them see what a great line is, and why.
- Flag creative or brief issues promptly so the Lead: Group Creative Studio can address them before quality is at risk.
Leading the Mid-weight Copywriter
- Coach and develop the Mid-weight Copywriter, critique their work, stretch their range, build their craft.
- Set clear objectives, provide structured feedback, and manage day-to-day quality of their output.Allocate concept and execution work in a way that builds their capability, in partnership with the Lead: Group Creative Studio.
- Model the standards, behaviours and craft the studio expects from its writers.
Stakeholder engagement
- Partner with Marketing Partners, Group Brand, Content & Digital and business unit stakeholders to shape messaging and concept directions.
- Challenge briefs constructively - asking the questions that clarifies the insight that leads to the sharper idea and the stronger message.
- Present written work with clarity and confidence at a senior stakeholder and Exco level.
- Manage stakeholder expectations honestly on scope, timing and quality trade-offs.
AI in writing
- Use AI as a partner in the writing process, for drafting, iterating, editing, adapting for audience and channel, not as a replacement for craft.
- Contribute to lifting both quality and turnaround of writing through smart use of AI tools.
Trends, learning and craft development
- Keep abreast of writing, content, brand and creative technology trends - and translate them into how we work.
- Bring inspiration and craft references into the studio; contribute to workshops, critiques and learning forums.
- Use performance data and audience insights to inform writing choices where relevant.
- Copy quality control and release readiness
- Review and quality-control the copy on all Studio work before it is released back to the briefer, ensuring it is clear, accurate, on-brand, fit for purpose and aligned to the approved brief.
- Identify and resolve copy issues before release, including tone, grammar, messaging clarity, consistency, factual accuracy and avoidable rework risks.
- Confirm that final copy has followed the required brand, legal, compliance and stakeholder sign-off routes where applicable.
Competencies
Writing craft
- Senior-level command of writing fundamentals, grammar, structure, clarity, rhythm, precision.
- Conceptual and creative thinking
- Brings ideas and concepts strategically in service of the brief.
- Sees writing as one half of the creative idea, alongside design.
- Judges own work and others’ work on whether the idea is strong, not just whether the copy is correct.
Collaboration and creative-team instinct
- Works as a creative-team partner, with designers and writers operating as an integrated creative team.
- Contributes generously to other writers' work and to designers' thinking; takes feedback the same way.
- Builds strong working relationships across the studio and the business.
Stakeholder influence
- Presents and defends writing with clarity and confidence at a senior and Exco level.
- Challenges briefs constructively; shapes messaging direction early rather than late.
- Diplomatic under pressure; solution-oriented on scope and timeline trade-offs.
Leadership and coaching
- Coaches and stretches the Mid-weight Copywriter, critiques the work, builds the craft.
- Sets the standard through their own writing, not just through feedback.
- Contributes to a studio culture of feedback, learning, and continuous improvement.
Delivery and accountability
- Manages priorities, workflows and delivery to consistent quality and on time.
- Takes ownership of the studio’s writing output.
- Adheres to governance,legal and ethical standards, and acts with sound judgement in all interactions.
Closing Date
go to method of application »
Role Purpose
- The Mid-Weight Copywriter brings strong writing expertise to the Creative Studio, working within an in-house team that operates according to an agency-style creative model.
- Partnering with designers from the briefing stage, this role helps create integrated work where copy and design come together as one cohesive idea.The role delivers compelling, on-brand writing across a wide range of formats, contributes to concept development, and consistently applies the Momentum Group tone of voice. Under the guidance of the Senior Copywriter, the incumbent will continue to develop writing craft, conceptual thinking, and strategic understanding.
- This role forms part of a Creative Studio that is evolving toward a more agency-style operating model, where ideas are shaped early in the creative process rather than applied later.
- This evolution strengthens the studio's ability to deliver high-quality, dependable writing capabilities in-house.The role reduces reliance on external copywriting support and helps ensure that Momentum Group's collective voice is expressed with consistency, creativity, and craftsmanship across all studio outputs.
- As the studio's second writer, working alongside the Senior Copywriter, the Mid-Weight Copywriter delivers high-quality work while building toward senior-level capability, influence, and strategic contribution
Requirements
- Diploma or degree in Communications, Marketing, Journalism, English or a related field.
- 3-5 years of copywriting experience in an agency, in-house agency, marketing, brand or communications environment.
- A portfolio demonstrating strong writing craft, conceptual thinking and executional range across multiple channels.
- Experience partnering with designers to develop creative solutions rather than writing in isolation.
- Strong command of grammar, structure, editing and storytelling fundamentals.
- Comfortable working in a fast-paced, deadline-driven and regulated environment.
- Familiarity with Microsoft 365, including Copilot, and confidence using AI tools within the creative process.
- Financial services experience is advantageous.
Duties & Responsibilities
- Craft and ExecutionProduce clear, compelling, on-brand copy across campaign, digital, social, print, internal communication and change communication formats adapting one idea across formats, brands, audiences and channels while keeping the message consistent.
- Translate business, brand and product information into audience-focused, persuasive communication.
- Contribute to concept development alongside designers and the Senior Copywriter, bringing ideas into the room rather than simply responding to completed creative.
- Demonstrate growing proficiency across long-form, short-form, campaign, digital and conceptual writing disciplines.
- Apply disciplined editing practices to improve clarity, simplicity, flow and impact before work reaches review stage.
- Take work from brief to execution with increasing independence while maintaining quality standards
Writing Quality and Consistency
- Apply the Momentum Group tone of voice consistently across all work, in line with frameworks and standards set by Group Brand.
- Self-edit, proofread and quality-check work before review, ensuring accuracy, clarity, consistency and readability.
- Apply plain-language principles where appropriate to improve audience understanding.
- Work to the craft standards established by the Senior Copywriter and actively incorporate feedback to strengthen output.
- Follow regulatory, compliance and legal approval processes, escalating complex or high-risk content where required.
Creative-Team Pairings - How the Studio Works
- Partner with designers from brief-in in the agency creative-team tradition.
- Develop concepts collaboratively rather than adding copy after creative solutions have already been formed.
- Contribute a writing perspective during creative reviews, critiques and concept discussions.
- Take creative direction from the Senior Copywriter and Lead: Creative Studio.
- Raise creative, strategic or execution risks early to protect quality and delivery.
Learning and Craft Development
- Actively develop writing craft, conceptual thinking and creative judgement.
- Take coaching from the Senior Copywriter and apply learning to future briefs.
- Seek, receive and act on feedback with maturity and professionalism.
- Build deeper knowledge of Momentum Group brands, products, audiences and business priorities.
- Grow toward senior-level capability, versatility and strategic contribution.
Stakeholder Engagement
- Take briefs from Marketing Partners and business stakeholders, asking questions that improve clarity and strengthen outcomes.
- Present and discuss own work confidently at an operational and working-team level.
- Build positive working relationships across the business.
- Manage expectations honestly regarding scope, timing and quality.
- Escalate issues appropriately when support or intervention is required.
AI in Writing
- Use AI as a partner in the writing process for drafting, ideation, editing, adaptation and iteration.
- Apply professional judgement to all AI-assisted outputs and remain accountable for final quality.
- Follow Creative Studio guardrails governing appropriate AI usage.
- Use AI to improve both turnaround times and quality without compromising writing craft.
- Contribute to the studio's evolving AI-first ways of working.
Trends and Inspiration
- Keep abreast of writing, content, creative, brand and communication trends.
- Bring relevant inspiration, examples and creative references into the studio.
- Contribute to learning forums, critiques, workshops and knowledge-sharing sessions.
- Demonstrate curiosity about evolving creative practices, technology and audience behaviour.
Copy quality control and release
- Review and quality-control the copy on all Studio work before it is released back to the briefer, ensuring it is clear, accurate, on-brand, fit for purpose and aligned to the approved brief.
- Identify and resolve copy issues before release, including tone, grammar, messaging clarity, consistency, factual accuracy and avoidable rework risks.
- Confirm that final copy has followed the required brand, legal, compliance and stakeholder sign-off routes where applicable.
Competencies
Writing Craft
- Strong command of writing fundamentals, including grammar, structure, clarity, rhythm, precision and editing discipline. Produces clear, engaging work while maintaining brand voice and audience relevance.
Conceptual and Creative Thinking
- Contributes ideas, not just copy. Demonstrates growing conceptual ability and understands how writing contributes to the overall creative solution.
Collaboration and Creative-Team Instinct
- Works effectively as a creative partner to designers and fellow creatives. Collaborates openly, contributes constructively and supports a healthy critique culture.
Stakeholder Communication
- Builds productive relationships, takes strong briefs, asks thoughtful questions and communicates ideas clearly and professionally.
Learning and Coachability
- Actively seeks feedback, applies learning and demonstrates continuous growth in craft, confidence and capability.
Delivery and Accountability
- Manages priorities effectively, delivers work on time, takes ownership of quality and operates within governance, compliance and ethical standards.
Closing Date
go to method of application »
Introduction
- Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.
- This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.
Why Join The Graduate Programme?
- Structured career path from administrative support to financial adviser.
- Accredited training and mentorship from industry experts.
- Exposure to both business operations and community initiatives.
- Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
- Competitive stipends and salaries with co-funded progression.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant)
Stipend: R6 500 per month
- Focus: Technical proficiency, compliance, and client support
- Support IFAs with client onboarding, administration, and compliance documentation.
- Participate in structured learning modules covering technical, business, and client training.
- Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
- Build strong relationships with clients, mentors, and stakeholders.
- Develop skills in practice management, financial literacy, marketing, and digital tools.
- Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)
Salary: R14 000 per month
- Focus: Holistic financial planning and advanced technical skills
- Transition into the paraplanner role, supporting advisers with financial planning.
- Begin preparation for Regulatory Examination (RE5).
- Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
- Apply knowledge of financial products, quoting processes, and client segmentation.
- Continue mentorship and structured training through the New Adviser Academy.
- Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)
Salary: R18 000 per month
- Focus: Fit & Proper Competency and adviser readiness
- Transition into a junior financial adviser role, working under supervision.
- Complete Fit & Proper Competency requirements, including:
- Class of Business training
- Product-specific accreditation
- RE5 qualification
- Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
- Participate in quarterly mock client-facing assessments to refine advisory skills.
- Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
- Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements
- Minimum of a BCom degree in Financial Planning, Estate Planning, Legal Business Management, Marketing, Communications or Finance .
- Strong digital capabilities and willingness to engage with diverse stakeholders.
- No prior industry experience required – this programme is designed for graduates eager to learn and grow.
- Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
- Support IFAs with client onboarding, administration, and compliance documentation.
- Assist in preparing reports, presentations, and data analysis to inform business decisions.
- Ensure compliance with FAIS, POPIA, and other regulatory requirements.
- Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
- Deliver professional, client-centered support to IFAs and their clients.
- Build and maintain positive relationships with clients, community partners, and internal stakeholders.
- Contribute to service delivery that meets agreed standards and expectations.
- Recommend enhancements to client service and promote fair treatment of clients.
- Actively participate in CSI initiatives that strengthen community trust and brand reputation.
- Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
- Continuously expand knowledge of financial services, industry trends, and ethical practice.
- Share innovative ideas and contribute to a culture of learning and improvement.
- Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
- Identify opportunities to streamline workflows and reduce resource wastage.
- Demonstrate accountability in managing company resources entrusted during the programme.
- Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
- Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
- Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
- Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
- Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
- Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
- Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
- Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.
Closing Date
go to method of application »
Introduction
- Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.
- This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.
Why Join The Graduate Programme?
- Structured career path from administrative support to financial adviser.
- Accredited training and mentorship from industry experts.
- Exposure to both business operations and community initiatives.
- Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
- Competitive stipends and salaries with co-funded progression.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant)
Stipend: R6 500 per month
- Focus: Technical proficiency, compliance, and client support
- Support IFAs with client onboarding, administration, and compliance documentation.
- Participate in structured learning modules covering technical, business, and client training.
- Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
- Build strong relationships with clients, mentors, and stakeholders.
- Develop skills in practice management, financial literacy, marketing, and digital tools.
- Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)
Salary: R14 000 per month
- Focus: Holistic financial planning and advanced technical skills
- Transition into the paraplanner role, supporting advisers with financial planning.
- Begin preparation for Regulatory Examination (RE5).
- Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
- Apply knowledge of financial products, quoting processes, and client segmentation.
- Continue mentorship and structured training through the New Adviser Academy.
- Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)
Salary: R18 000 per month
- Focus: Fit & Proper Competency and adviser readiness
- Transition into a junior financial adviser role, working under supervision.
- Complete Fit & Proper Competency requirements, including:
- Class of Business training
- Product-specific accreditation
- RE5 qualification
- Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
- Participate in quarterly mock client-facing assessments to refine advisory skills.
- Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
- Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements
- Minimum of a BCom degree in Financial Planning, Estate Planning, Legal Business Management, Marketing, Communications or Finance .
- Strong digital capabilities and willingness to engage with diverse stakeholders.
- No prior industry experience required – this programme is designed for graduates eager to learn and grow.
- Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
- Support IFAs with client onboarding, administration, and compliance documentation.
- Assist in preparing reports, presentations, and data analysis to inform business decisions.
- Ensure compliance with FAIS, POPIA, and other regulatory requirements.
- Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
- Deliver professional, client-centered support to IFAs and their clients.
- Build and maintain positive relationships with clients, community partners, and internal stakeholders.
- Contribute to service delivery that meets agreed standards and expectations.
- Recommend enhancements to client service and promote fair treatment of clients.
- Actively participate in CSI initiatives that strengthen community trust and brand reputation.
- Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
- Continuously expand knowledge of financial services, industry trends, and ethical practice.
- Share innovative ideas and contribute to a culture of learning and improvement.
- Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
- Identify opportunities to streamline workflows and reduce resource wastage.
- Demonstrate accountability in managing company resources entrusted during the programme.
- Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
- Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
- Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
- Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
- Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
- Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
- Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
- Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.
Closing Date
go to method of application »
Role Purpose
- Responsible for performing and controlling general accounting duties, in support of the overall finance operations and to manage risk and ensure accuracy of financial information.
- The purpose of this role is to lead and support the statutory accounting team with the enhancement and oversight of the finance function for a several statutory entities within Momentum Investments.
- The role will entail a statutory, reporting and financial control components which will include the day to day running of the accounting function and providing finance support to the business (as a business partner).
Requirements
- BCom/BCom Honours Accounting degree with 3-5 years relevant experience or CA with 2-3years post articles experience (desirable).
- AGA(SA) designation holder or eligible for registration with SAICA.
- Preference for financial services industry experience.
- Understanding of internal finance processes and controls.
- Knowledge of relevant financial transacting systems.
Duties & Responsibilities
Process
- Conduct all general accounting duties done in line with accounting principles and within agreed timeframe, including creditor payment process, process and upload journals with agreed timeframes, month end accounting process, VAT reconciliations and VAT returns.
- Contain costs within budget parameters and ensure implementation of appropriate financial controls.
- Identify and implement opportunities for optimisation, within area of responsibility.
- Contribute to monthly reconciliations for balance sheet and income statement accounts, in preparation for financial reporting.
- Compare expenses to budgets and identify reasons for variances, in order to provide financial insights in reporting.
- Assist with compiling reports and analysing variances, by providing accurate financial information.
- Assist in identify and reconciling discrepancies and problems in reports, to contribute to accurate financial reporting that creates business value.
- Contribute to the audit process and resolve any audit queries within set deadlines.
- Review monthly journals and ensure ad hoc invoices are captured timeously and accurately on the payments system.
- Execute the financial aspects of contracts and verify that all financial commitments listed in agreement are met based on terms written in contract.
- Investigate and resolve any financial queries.
- Provide insight and analysis to users of financial information by providing commentary thereon, including any trend analysis.
- Assist in the planning, developing and refining of the finance operating model as the needs and requirements of the business change.
- Focussed on continually striving to improve reporting timelines and the quality and relevance of financial information being reported.
- Assist in refining and maintaining the internal financial control monitoring, reporting and auditing frameworks.
Client
- Investigate internal client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate internal client queries to the relevant department or stakeholder.
- Provide authoritative, expertise and advice to internal clients and stakeholders.
- Build and maintain relationships with clients and internal and external 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.
People
- Effective team management.
- Assist the finance team members to consistently discharge their duties in terms of the business strategy process, both in terms of analysis and continuous effective communication
- 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.
Finance
- Contribute to development of budgets to minimise expenditure and optimise profitability, in alignment with operational plans.
- Ensure accurate GL allocation of expenses.
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information
- Meeting Timescales
- Managing Tasks
- Documenting Facts
- Checking Things
- Upholding Standards
- Interpreting Data
- Following Procedures
Closing Date
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Role Purpose
- The FATCA & CRS Administrator will be responsible for the governance, compliance, reporting, and ongoing administration of the Group's obligations under the Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard (CRS).
- The role requires a strong technical understanding of FATCA and CRS regulations, client due diligence requirements, entity classifications, GIIN registration processes, and regulatory reporting obligations in various jurisdictions.
- The incumbent will act as a subject matter expert within the Group and ensure that all entities remain compliant with applicable local and international tax regulations.
Requirements
Qualifications
Minimum Requirements
- Bachelor's Degree in Business, Commerce, Finance, Accounting, Taxation, Law, or a related field.
Advantageous Qualifications
Experience
Essential
- Minimum of 3 years' experience working in a FATCA and/or CRS compliance environment.
- Experience performing FATCA and CRS due diligence reviews.
- Experience with client onboarding and remediation processes.
- Experience with entity classification under FATCA and CRS.
- Experience with FATCA and CRS reporting requirements.
- Experience navigating and administering the IRS FATCA Registration Portal.
- Experience obtaining and maintaining GIIN registrations.
Advantageous
- Experience within a financial services, banking, insurance, investment management, or multinational corporate environment.
- Experience supporting regulatory audits and reviews.
- Experience developing governance and compliance frameworks.
Essential Technical Knowledge
- Advanced technical knowledge of FATCA regulations.
- Advanced technical knowledge of the OECD Common Reporting Standard (CRS).
- Strong understanding of FATCA and CRS due diligence requirements.
- Knowledge of onboarding requirements for individuals and entities.
- Understanding of change in circumstances requirements and remediation processes.
- Extensive knowledge of FATCA and CRS entity classifications.
- Understanding of tax residency concepts and self-certification requirements.
- Knowledge of regulatory reporting obligations and reporting frameworks.
- Understanding of governance, risk management, and compliance principles.
Technical Competencies
- IRS FATCA Registration Portal administration.
- GIIN registration and maintenance.
- FATCA and CRS reporting processes.
- Regulatory interpretation and application.
- Policy development and procedural documentation.
- Data analysis and reconciliation skills.
- Microsoft Office Suite, particularly Excel.
Duties & Responsibilities
FATCA & CRS Governance
- Maintain and enhance the Group's FATCA and CRS governance framework.
- Ensure compliance with FATCA and CRS regulatory requirements across all relevant Group entities.
- Monitor regulatory developments and assess the impact on existing policies, procedures, and controls. Communicate and facilitate changes to business units in the Group, and monitor compliance with new regulations.
- Monitor FATCA and CRS policies, procedures, and operational guidance.
- Participate in internal governance forums and provide compliance updates to stakeholders.
Due Diligence Oversight
- Monitor and conduct audits on FATCA and CRS due diligence processes for new client onboarding.
- Monitor, review and audit self-certification documentation and supporting evidence.
- Ensure appropriate due diligence processes are performed when there is a change in circumstances for existing clients.
- Identify and escalate potential compliance risks and remediation requirements.
- Provide guidance to business units on client classification and documentation requirements.
Entity Classification
- Perform FATCA entity classifications for Group entities.
- Perform CRS entity classifications for Group entities.
- Determine the tax status of entities, including Financial Institutions, Active Non-Financial Entities (NFEs), Passive NFEs, and other applicable classifications.
- Maintain accurate classifications and supporting documentation.
- Ensure classification reviews are performed periodically and when material changes occur.
FATCA Registration and GIIN Administration
- Manage FATCA registrations with the Internal Revenue Service (IRS).
- Apply for and maintain Global Intermediary Identification Numbers (GIINs) for relevant Group entities.
- Act as the Group's subject matter expert on IRS FATCA registration requirements.
- Navigate and administer activities within the IRS FATCA Registration Portal.
- Monitor GIIN renewals, updates, and changes to registered entity information.
Regulatory Reporting
- Coordinate the annual FATCA and CRS reporting process.
- Review data quality and completeness prior to submission.
- Liaise with internal stakeholders, business units, compliance teams, and external service providers to ensure accurate reporting.
- Maintain reporting schedules and ensure all regulatory deadlines are met.
- Support responses to regulator, tax authority, and audit requests.
Advisory and Training
- Provide technical guidance and support to stakeholders across the Group.
- Deliver FATCA and CRS awareness training where required.
- Support implementation of regulatory changes and remediation projects.
- Assist with audits, compliance reviews, and regulatory inspections.
Success Measures
The successful incumbent will:
- Ensure 100% compliance with FATCA and CRS reporting obligations and deadlines.
- Maintain accurate FATCA and CRS classifications across the Group.
- Effectively manage GIIN registrations and IRS portal activities.
- Demonstrate strong governance and regulatory oversight.
- Deliver high-quality technical support and guidance to stakeholders.
- Contribute to a robust and sustainable FATCA and CRS compliance framework across the Group.
Competencies
- Technical Competencies
- Regulatory and technical expertise.
- Analytical thinking.
- Attention to detail.
- Risk identification and assessment.
- Report writing and documentation.
Behavioural Competencies
- Strong communication skills.
- Stakeholder management.
- Problem-solving ability.
- Ability to work independently.
- Planning and organisational skills.
- Integrity and professionalism.
- Continuous learning mindset.
Closing Date
go to method of application »
Role Purpose
- Build, maintain and expand relationships with stakeholders in order to inrease new business opportunities and support the delivery of an excellent individual and corporate client experience and the achievement of sales targets.
Requirements
- Matric
- B Degree in Business Management or Marketing or equivalent
- 3-5 years experience in corporate business development, corporate client service, marketing or sales environment within a financial services environment (essential)
- Sales experience in the financial services industry (essential)
- Financial Services Conduct Authority (FSCA) – RE (representative) and / or Wealth management qualification will be an advantage
Duties & Responsibilities
Internal process
- Establish productive, professional relationships with key stakeholders in the various channels.
- Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.
- Develop innovative methods to identify and develop new channels and business opportunities.
- Develop plans and tactics for the achievement of sales targets.
- Engage with prospective clients, brokers and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
- Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
- Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.
- Prepare proposals that capture client requirements and the relevant aspects of the product or solution.
- Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
- Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
- Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
- Contribute to the development of product training material for the client.
Client
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external 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.
People
- Develop and maintain productive and collaborative working relationships with peers, clients 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.
- Effectively manage time and ensure optimal productivity.
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
Finance
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Plan and implement a cycle of medium term improvements to drive pricing of services and products.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Interpreting Data
- Interacting with People
- Seizing Opportunities
- Generating Ideas
- Convincing People
- Exploring Possibilities
- Articulating Information
Closing Date
go to method of application »
Role Purpose
- Manage the relationship and communication between the IT, BI and Finance teams to translate financial business requirements into an understandable format for the specialist IT and BI teams.
- This interaction will include application/product development including trouble shooting for financial system errors/failures and reconciliation and balancing issues, To work with various stakeholders and end users to ensure that they have relevant tools and technologies, whilst planning and configuring systems in order to develop solutions that will achieve IT objectives and deliverables.
Requirements
Qualification:
- Grade 12 / Matric (Essential)
- Relevant Qualification (Essential)
Experience:
- At least 5 - 7 years experience in IT with 2 - 3 years management experience Information and communication technology (ICT) operations experience. (Essential)
- Experience of managing projects and product design road map. (Essential)
- Working experience using agile principles and methodologies. (Desirable)
- Exposure to diverse IT solution implementation in a variety of environments. (Desirable)
Duties & Responsibilities
PROCESS
- Develop comprehensive project plans outlining scope, timelines, resource requirements and deliverables.
- Implement and monitor quality assurance processes to ensure the delivery of high-quality IT solutions.
- Follow quality service standards and comply with procedures, rules, and regulations.
- Maintain reports, records, and documentation to reflect department activities.
- Coordinate and lead annual review meetings with relevant internal and external stakeholders.
- Ensure that relevant stakeholders adhere to IT policies and procedures established within the function. .
- Monitoring and managing desktop support, IT services desk, and VIP support functions to ensure optimal service.
- Maintaining high performance levels for service-related processes, and implementing improvement activities, as required.
- Ensuring that systems, procedures, and methodologies are in place to support outstanding service delivery.
CLIENT
- Maintain contact with client at a senior level, focusing on the strategic nature of the relationship.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimisework disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.Ensure team(s) maintain focus on quality and continuous delivery.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
FINANCE
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
PROCESS
- Drive sustainable transformation of the financial business processes through process redesign, cross-functional collaboration, and strategic use of automation.
- Manage finance process and system change due to digitization of client software to services addressing the impact of regulatory, statutory, and financial reporting requirements, including Revenue Recognition redesigning cost, allocation, and related reporting processes and evolving corporate performance management by aligning to economics of SaaS, IaaS, and other digital business models.
- Sourcing, invoicing, expenses, supplier management, and payments, and connect seamlessly to third-party applications and service providers.
- Run debit orders to collect membership fees, reconciliation, rewards payments to members.
- Design and support the development of application and system process plans and socialise with the relevant teams and stakeholders.
- To ensure that internal systems and applications supports the enhancement of the overall customer journey which forms part of the greater value proposition.
- Translate the strategy into a working roadmap and socialise the application platforms to relevant stakeholders to ensure alignment on business intent.
- Review and analyse the application platform roadmap to support effective prioritisation of features within the appropriate backlogs. Create appropriate operational workflows to support the proposition in order to meet business needs.
- Be a knowledge leader with regards to the product, keeping abreast with market, practices and client trends.
- Monitor the performance of the application platforms (apps) including financial performance, client behaviour and usage across the various features and channels, to ensure that these meet business requirements.
- Develop and drive plans to close any performance gaps and mitigate risks as they occur to minimise business impact.
- Present to relevant stakeholders on decisions that impact on product strategy, design, pricing, and the income or costs associated with the delivery of the product.
- Improving operational processes and supports critical business strategies by managing the development, implementation, and maintenance of applications systems.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
- Adopting Practical Approaches: Applies practical skills when investigating issues prefers to learn by doing is practically minded and applies common sense.
- Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Challenging Ideas: Prepared to disagree and question assumptions challenges ideas and established views comfortable arguing own perspective.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
Closing Date
go to method of application »
Role Purpose
- Create and deliver data-driven solutions that add business value through the use of statistical models, machine learning algorithms, data mining and visualisation techniques, Design and maintain enterprise data management frameworks, interpret business requirements into technical requirements, and collaborate with various stakeholders to optimise data utilisation.
Requirements
Qualification:
- Matric / Grade 12 (Essential)
- Relevant Degree in Computer Sciences, Statistics, Information Technology or related field (Essential)
Experience:
- 5 - 8 years proven work experience as a Data Architect, Data Scientist, Data Analyst or similar role.
- Exposure and experience with various Databases, Oracle, Structural Query Language server.
- Experience working with Structural Query Language, Python, cloud-based data platforms and a variety of Database software.
- Experience managing/ designing a large data platform and security measures related to Data platforms.
- Experience linking business strategy with Data engineering deliverables.
Duties & Responsibilities
INTERNAL PROCESS
- Identify and develop Predictive and Prescriptive Models to enable better decision making of business.
- Identify, understand and interpret data structures across various databases within the business to facilitate data analysis and continuous monitoring activities.
- Delve for insights in data and processes to help improve the business.
- Contribute to the development of differentiated superior solutions that meet stakeholder and business requirements through analysis business requirements gathering and designs validation.
- Ensure product and/or solution design is congruent with the required business specifications through meeting stakeholder requirements timeously.
- Enable the realisation of the financial business benefits accruing including minimisation of operational costs by ensuring that solutions are implemented effectively.
- Model and frame business scenarios that are meaningful and which impact on critical business processes and/or decisions.
- Participate and/or lead discovery processes with business stakeholders to identify problems and opportunities that may be addressed with statistical modelling or machine learning.
- Collaborate with business to define approach to resolution of key business problems or development of new business strategies.
- Contribute to the business by highlighting possible opportunities for process improvement and business value creation.
- Identify and develop the hypothesis testing framework and modelling approach to address the business requirements.
- Identify available and relevant data, potentially leveraging new data collection processes such as social media.
- Make strategic recommendations on data collection and experimental design incorporating business requirements and knowledge of best practices.
- Prepare the data for analysis and modelling, which includes data cleaning, standardisation, transformation, dimension reduction and feature engineering.
- Identify and train suitable models/algorithms to discover patterns and make predictions.
- Extend existing code and develop custom code to implement statistical models, machine learning algorithms and data mining techniques for large datasets in a computationally efficient manner.
- Compare model performance, select the best algorithm for the job and be able to motivate this choice in a non-technical manner.
- Interpret results and translate findings into clear and actionable insights that can be easily validated with the project sponsor.
- Communicate findings to business with various skill levels and in various roles, presenting trends, correlations and patterns found in complicated datasets in a manner that clearly and concisely conveys meaningful insights.
- Assist business users in the use of the models and interpretation of model output.
- Assist with monitoring and reporting on model accuracy after it has been embedded in operations.
CLIENT
- Provide authoritative, expertise and advice to clients and stakeholders.Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Define service practices which build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
- 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.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and business values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Support the building of the team&rsquos capability in order to ensure that the team is equipped to strategically partner with business and provide leading solutions.
PROCESS
- Collaborate with cross-functional teams to design and implement scalable and efficient data architecture solutions tailored to the unique requirements of the business.
- Implement robust security measures to safeguard sensitive data against unauthorised access, breaches, and cyber threats, while adhering to industry-specific security standards and protocols.
- Migrate data from legacy systems to new solutions to optimise new and current database systems.
- Design conceptual and logical data models and flowcharts to improve system performance by conducting tests, troubleshooting, and integrating new elements.
- Define security and backup procedures to comply with cyber security and governance standards.
- Provide operational support for Management Information Systems (MIS) across the business, including establishing data governance frameworks, policies and standards to ensure compliance with regulatory guidelines and industry best practices.
- Identify opportunities to optimise data storage, retrieval, and processing performance through data partitioning, indexing, caching, and other performance tuning techniques.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
- Adopting Practical Approaches: Applies practical skills when investigating issues prefers to learn by doing is practically minded and applies common sense.
- Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Challenging Ideas: Prepared to disagree and question assumptions challenges ideas and established views comfortable arguing own perspective.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
Closing Date
go to method of application »
Role Purpose
- An exciting opportunity for unemployed youth interested in joining Metropolitan Life for a 12-month Learnership Programme starting October 2026. If you have a keen interest in sales and customer service and are looking to grow your career in the insurance industry, then this opportunity is for you.
- This Learnership programme aims to give youth an opportunity to gain workplace experience within the insurance industry. Through this learnership, Learners will have the opportunity obtain a Wealth Management NQF level 4 qualification and to work closely with and gain knowledge from experts in the insurance industry.
Requirements
- Grade 12 or an equivalent NQF4 qualification
- Aged between 18 and 34
- South African citizen by birth
- Unemployed
- Belonging to a previously disadvantaged group
- People living with disabilities are encouraged to apply
Duties & Responsibilities
- Complete all theoretical learning and
- Timeously complete all administrative and reporting duties related to the
- Collate, compile and distribute documents to the required standards within defined time
- Attend to all queries in a professional manner in order to provide an excellent client experience and ensure client service level agreements are met and exceeded.
- Screen and route all queries received to appropriate stakeholders and assist in the resolution of client queries.
- Maintain the relevant office housekeeping standards.
Competencies
- Attention to detail with good planning and time management skills
- Numerical reasoning ability and analytical skills
- Fluent verbal and written communication and comprehension in English
- Stakeholder engagement and relationship management
- Computer literacy.
Closing Date
go to method of application »
Role Purpose
- Ensure accurate and compliant underwriting decisions through thorough investigation, alignment with guidelines, analysis of underwriting criteria, and maintaining quality and compliance standards.
Requirements
- 2-3 years practical experience in Clinical Health Risk Management and or equivalent relevant experience Health underwriting and familiarity with nondisclosure processes, principles, and terminology Financial/Insurance industry (desirable)
Duties & Responsibilities
PROCESS
- Conduct thorough medical assessments and apply clinical knowledge in a professional manner, ensuring accuracy and precision.
- Provide expert advice and support in underwriting, nondisclosure, and claims for moderate and complex assessments, effectively mitigating organisational risk.
- Make precise nondisclosure decisions for beneficiaries and dependents who fail to disclose health conditions upon rejoining the medical aid, adhering to the Medical Scheme Act, underwriting policy, and established standards, protocols, and guidelines.
- Implement conditionspecific waiting periods following nondisclosure investigations. Investigate client queries within agreed service levels, delivering timely feedback to ensure utmost client satisfaction.
- Review claims and authorization history to identify any additional nondisclosed health conditions, enhancing accuracy in underwriting decisions.
- Develop and maintain productive relationships with peers and stakeholders, fostering collaboration and effective communication.
- Establish and uphold underwriting policies and guidelines, ensuring consistency, defensibility, and adherence to industry standards.
- Manage nondisclosure escalations within specified turnaround times, resolving issues promptly and efficiently.
- Foster positive relationships and partnerships with clients and key stakeholders, promoting trust and mutual growth.
- Efficiently plan, administer, and process beneficiaries health information in alignment with performance objectives, ensuring data integrity and compliance.
- Collaborate with stakeholders in conducting underwriting and medical research in targeted areas, facilitating informed decisionmaking.
- Interact with clients competently and professionally, maintaining highquality standards and delivering exceptional service.
CLIENT
- Establish and nurture relationships with clients, internal teams, and external stakeholders, fostering strong connections and mutual trust.
- Meet and exceed service level agreements applicable to clients and stakeholders, effectively managing and surpassing client expectations.
- Provide recommendations to enhance client service and ensure fair treatment within the realm of responsibility, promoting satisfaction and loyalty.
- Monitor turnaround times and quality standards, proactively resolving issues to enhance client service delivery.
- Provide accurate and timely resolution of client queries, utilising feedback to drive process improvements and optimise client service.
PEOPLE
- Build strong relationships, share specialised knowledge, and demonstrate effective leadership, fostering collaboration and positive engagement.
- Continuously develop industry expertise and relevant knowledge, applying acquired insights to drive excellence.
- Positively influence and manage change, offering support and guidance when required, fostering adaptability and resilience.
- Foster a culture of innovation by involving colleagues and staff in the development and implementation of new ideas, driving continuous improvement.
- Contribute to workcentric thinking, productivity, service delivery, and quality management, promoting a highperformance work environment.
- Take ownership of driving career development, proactively pursuing growth opportunities and selfimprovement.
FINANCE
- Implement and provide input into governance processes, systems, and legislation in the specialised area, ensuring compliance and efficiency.
- Escalate unresolved policy and governance compliance issues for investigation and resolution, promoting accountability and risk mitigation.
- Contribute to risk identification processes and communicate recommendations in the appropriate forum, enabling proactive risk management and mitigation.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems,
- Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts,
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively,
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people,
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information,
- Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions,
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,
- Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity.
Closing Date
go to method of application »
Role Purpose
- Evaluate, review and analyse insurance applications and screen applicants against set criteria in order to determine client risk and provide recommendations on approval or rejection of applications.
Requirements
- Grade 12 or equivalent qualification (essential)
- Relevant business degree (desired)
- 3-5 years underwriting experience (essential) Experience in financial services (desired)
- Knowledge of applicable products, systems, processes and legislation
Duties & Responsibilities
INTERNAL PROCESSES
- Analyse and evaluate insurance applications against set criteria in order to determine the clients risk to the business.
- Contact relevant stakeholders, such as medical personnel, to obtain information relevant to the clients application, such as background and financial status.
- Make recommendations on the clients application and determine if this should be approved or rejected based on set criteria.
- Maintain detailed records of policies underwritten and decisions made in line with organisational policies and relevant legislation.
- Escalate client applications as and when necessary where risk is uncertain or approval and rejection is unclear.
- Maintain internally set service level agreements to ensure applications are processed timeously.
CLIENT
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external 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.
PEOPLE
- Positively influence and participate in change initiatives.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- 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.
FINANCE
- Contribute to the financial planning process within area. Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems,
- Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts,
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively,
- Showing Composure: Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure,
- Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed,
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes,
- Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity,
- Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multitasking to produce output,
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems,
- Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
Closing Date
go to method of application »
Role Purpose
- Evaluate, review and analyse insurance applications and screen applicants against set criteria in order to determine client risk and provide recommendations on approval or rejection of applications.
Requirements
- B-Degree in Business, Finance, or related field
- Grade 12 or equivalent qualification
- 3-5 years underwriting experience
- Experience in financial services
- Knowledge of relevant legislation and provisions
- Knowledge of relevant underwriting software
- Knowledge of underwriting principles and guidelines
- Knowledge of underwriting application process
Duties & Responsibilities
INTERNAL PROCESSES
- Analyse and evaluate insurance applications against set criteria in order to determine the clients risk to the business.
- Contact relevant stakeholders, such as medical personnel, to obtain information relevant to the clients application, such as background and financial status.
- Make recommendations on the clients application and determine if this should be approved or rejected based on set criteria.
- Maintain detailed records of policies underwritten and decisions made in line with organisational policies and relevant legislation.
- Escalate client applications as and when necessary where risk is uncertain or approval and rejection is unclear.
- Maintain internally set service level agreements to ensure applications are processed timeously.
CLIENT
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external 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.
PEOPLE
- Positively influence and participate in change initiatives. Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- 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.
FINANCE
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Analytical skills
- Communication skills
- Attention to detail
- Interpersonal skills
- Planning and organising skills
- Prioritisation skills
Closing Date
go to method of application »
Role Purpose
- Provide quick, accurate, and efficient administrative support to clients and intermediaries, ensuring professional service delivery within Service Level Agreements and compliance requirements.
- This includes promptly handling enquiries through various channels, educating stakeholders on group benefits and digital platforms, and delivering formal training and ongoing support to Employer Portal users when required.
- The role also focuses on promoting operational efficiency by reducing manual processes, thereby enhancing the overall client and broker experience through smart, self-service solutions.
Requirements
Experience and Qualifications
- Matric or Grade 12 Equivalent
- 3-5 Years’ experience in Employee Benefits administration environment
- Computer literacy: MS Office suite (Word, Excel, PowerPoint, MS Teams)
- Client service experience
- Industry knowledge and product knowledge as well as relevant legislation
- Bilingual: English and Afrikaans or an African language would be an advantage
Duties & Responsibilities
- Attend to calls and emails from clients and assist promptly with queries.
- Take ownership of all client service requests and ensure timely, effective resolution.
- Respond to and resolve basic enquiries within agreed Service Level Agreements (SLAs).
- Provide first-call resolutions for member and service provider queries.
- Escalate client queries or training issues promptly to the appropriate channel for quick resolution, where necessary and follow-through until resolved.
- Ensure principles of Treating Customers Fairly (TCF) are applied in all interactions.
- Promote digital services and provide digital platform training to employers (ERP) and members (SBS, Smart Move, App, etc).
- Capture details accurately on relevant systems as per client request.
- Ensure documentation is completed correctly as per requirements and inform client accordingly.
- File and maintain documentation for easy access by team members.
- Reduce manual administration for ERP clients where possible.
- Adhere to all relevant legislative and compliance requirements.
- Ensure policies and procedures are followed; take corrective action where necessary.
- Mitigate and escalate risks as required.
- Communicate any risks identified for corrective actions to be taken.
- Actively work towards minimising Profit & Losses, escalations/complaints and reworks
- Identify and escalate process/system inefficiencies.
- Build and maintain strong relationships with clients and internal/external stakeholders.
- Provide accurate information to clients and stakeholders.
- Impart knowledge of Momentum Corporate processes via training, coaching, and support.
- Create and maintain collaborative relationships with internal teams for effective servicing and navigation.
- Identify and report process/system failures to improve client experience.
- Make recommendations to improve client service and fairness.
- Manage/handle financial and other company resources (including assets) responsibly.
- Keep abreast of product changes to assist clients effectively.
- Continuously develop professional, industry, and legislative knowledge.
- Contribute to innovation through sharing and implementing new ideas.
- Take ownership of career development and positively influence change initiatives.
- Collaborate with peers to drive effective teamwork.
- Display and live company values in all interactions.
Competencies
Core Competencies
- Customer/client orientation.
- Attention to detail.
- Planning and organising skills.
- Accountability.
- Adaptability.
- Strong verbal and written communication.
- Teamwork.
- Problem-solving skills.
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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