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...
Role Purpose
- Ensure comprehensive clinical risk management training, mentoring, and skills development, aligning business processes and system capabilities to optimize service delivery and achieve departmental and individual objectives, Ensure that stakeholders are given the correct information within the Clinical Governance function, Provide enhancement and management of a cost-effective Managed Health Care project with the objective of promoting rational utilization of Private Hospital facilities and containing associated costs generated by these services.
- To oversee clinical risk management, technical training, mentoring, and ensuring alignment between business processes and service delivery objectives, whilst maintaining quality assurance and addressing skill gaps within the team.
Requirements
- Matric
- Registering SANC registration is mandatory.
- Registered Nurse with Degree or Diploma (General, Psychiatric and Midwife) is advantageous.
- Enrolled Nurse with strong traceable Health Risk Management experience.
- Minimum of 3 years clinical experience
- Experience in private institutions would be adventageous
- Minimum 3 years' experience in the managed health care industry is adventageous.
- ICU trained or experience would be adventageous.
- Strong knowledge of PMB legislation, Clinical Coding (ICD10, CPT & NHRPL), hospital and doctor’s billing guidelines is highly advantageous.
Duties & Responsibilities
- Manage the quality and cost of clinical and medical care by liaising with members and providers and manage the reduction of recurring costly events and medicine spend.
- Ensure discharge planning is done and arrange post hospital care where necessary.
- Educate and guide all members regarding health care and their benefits.
- Develop, implement and communicate the practice and/or the clinical guidelines for cost-effective care.
- Authorize appropriate and cost-effective medical care and treatment.
- Ensure the consistent and correct application of exclusions.
- Adhere to policies and procedures and take corrective action where necessary.
- Adhere to organizational best practice and legislative requirement.
- Take ownership of escalated and unresolved queries and ensure they are resolved timeously and effectively.
- Manage the problem until resolution, updating the incident details with any status updates.
- Ensure the effective, accurate and timeous completion of relevant documentation accompanying transactions
- Manage the cost of an in or out-patient episode by implementing appropriate policies and guidelines
- Identify financial and business risks to the company and escalate accordingly.
- Provide clients with in-depth product information.
- Communicate with providers to improve the cost efficiencies of health care delivery.
- Provide clear communication to all parties involved in an investigation with regards to the outcomes and process
- Ensure Service Level Agreements are met and exceeded.
- Engage in effective communication and delivery according to Service Level Agreements.
- Adhere to all procedures and processes to improve service delivery.
- Drive and support effective teamwork within the department.
- Engage in appropriate training interventions to promote own professional development.
- Ensure you demonstrate the company’s values on a daily basis.
- Contribute to process development by identifying trends in the health industry.
- Continuously monitor and adhere to turnaround times and quality standard.
- Resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
- Provide authoritative, expertise and advice to clients and
- Build and maintain relationships with clients and internal and external
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- 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.
- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality
- Take ownership for driving career development.
- Contribute to the development of area specific budgets to minimize 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 specialization
- 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.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Closing Date
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Role Purpose
- The Structuring and Solutions team forms the key point of contact between the different segments and the technical support areas, focusing on client service and client solution development. This role forms part of a diverse team that includes experienced data scientists, actuarial analysts and qualified actuaries. This role will report into the Manager: Technical Pricing GGI.
- This position will be to assist with pricing, product development and providing insights to the Guardrisk General Insurance (“GGI”) business. The GGI business is a strategic aspect of the Guardrisk Insurance business as it forms Guardrisk’s own risk-taking segment of the business. The role will providing technical support in the form of pricing, product review and development of new and existing business for this business.
Requirements
- An Actuarial or bachelor’s degree with mathematics or statistics as majors.
- Associate Actuary or making good progress with Associate level exams.
- 2-4 years' relevant work experience.
- Modelling experience.
- Coding knowledge in SQL, Python and R advantageous.
- Knowledge of insurance products, contracts and relevant industry legislations.
- Sound numerical skills and computer literacy is essential especially in the use of MS Excel, MS Word and SQL.
- Skills / Experience in data extraction would be advantageous.
Duties & Responsibilities
- Take accountability for all product development and pricing frameworks.
- Coordination with IT, underwriters, claims teams and product owners to develop holistic understandings of various products and processes within the space.
- Support rate reviews and re-pricing exercises for the existing product suite to maintain technical soundness and market competitiveness.
- Oversee the assessment and approval of new product offerings, ensuring they are commercially viable and compliant.
- Review and ensure the accuracy of fellow team members' work.
- Improve tools and processes that monitor the accuracy of policy values.
- Investigate, quantify and explain any deviations and advise on corrective measures.
- Ensure that all projects to be implemented adhere to audit and risk management requirements.
- Collaboration with external business support to define and develop the pricing models and processes.
- Support clients in the design and development of bespoke products, with a focus on innovation, profitability, and sustainability.
- Manage financial performance reporting, including monitoring product profitability and adherence to best-practice actuarial standards.
- Act as a technical advisor to both management and external stakeholders, translating complex actuarial insights into actionable business decisions.
Competencies
- Ability to examine and interpret data and provide insights.
- Strong technical expertise.
- Achievement orientation.
- Effectively manage time and ensure optimal productivity.
- Excellent analytical and communication skills.
- Results and solution focused.
- High degree of self-motivation and the ability to work independent of supervision.
- Naturally inquisitive mind set, with a strong innovative tendency.
- Self Confidence.
- Flexibility to cope with pressure and setbacks.
- Delivering results and meeting expectations.
Closing Date
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Role Purpose
- The Structuring and Solutions team forms the key point of contact between the different segments and the technical support areas, focusing on client service and client solution development.
- This role forms part of a diverse team that includes experienced Data scientists, Actuarial analysts and Qualified Actuaries. This position will be to assist with pricing, product development and providing insights to the Guardrisk cell captive (“GRI”) business.
- The role will providing technical support in the form of pricing, product reviews and capital solution development of new and existing cell business.
Requirements
- An Actuarial or bachelor’s degree with mathematics or statistics as majors.
- Associate Actuary or making good progress with Fellowship level exams.
- Successful completion of F103 (General Insurance Principles) or equivalent short-term insurance exam.
- 5 years' relevant work experience.
- Modelling experience.
- Non-life pricing experience.
- Coding knowledge in SQL, Python and R advantageous.
- Knowledge of insurance products, contracts and relevant industry legislations.
- Sound numerical skills and computer literacy is essential especially in the use of MS Excel, MS Word and SQL.
- Exposure to the SAM capital regime.
Duties & Responsibilities
- Take accountability for all product development and pricing frameworks, and structuring initiatives across the CRS and VUMA portfolios.
- Lead rate reviews and re-pricing exercises for the existing product suite to maintain technical soundness and market competitiveness.
- Oversee the assessment and approval of new product offerings, ensuring they are commercially viable and compliant.
- Review and ensure the accuracy of fellow team members' work.
- Provide guidance to junior actuarial analysts.
- Partner with internal teams to structure new deals - providing actuarial input on optimal underwriting and capital structuring solutions tailored to client needs.
- Investigate, quantify and explain any deviations and advise on corrective measures.
- Ensure that all projects to be implemented adhere to audit and risk management requirements.
- Collaboration with external business support to define and develop the pricing models and processes.
- Support clients in the design and development of bespoke products, with a focus on innovation, profitability, and sustainability.
- Manage financial performance reporting, including monitoring product profitability and adherence to best-practice actuarial standards.
- Act as a senior technical advisor to both management and external stakeholders, translating complex actuarial insights into actionable business decisions.
Competencies
- Ability to examine and interpret data and provide insights.
- Strong technical expertise.
- Achievement orientation.
- Effectively manage time and ensure optimal productivity.
- Excellent analytical and communication skills.
- Results and solution focused.
- High degree of self-motivation and the ability to work independent of supervision.
- Naturally inquisitive mind set, with a strong innovative tendency.
- Self Confidence.
- Flexibility to cope with pressure and setbacks.
- Delivering results and meeting expectations.
- Excellent written and verbal communication skills, with the ability to explain technical concepts to non-technical stakeholders.
- Ability to network and consult across all levels of the organisation and with clients on technical structuring matters.
Closing Date
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Role Purpose
- An opportunity is available within Distribution Operations supporting all distribution channels. The MIS Specialist will perform trend analysis, risk monitoring and business insights to support informed decision making
Requirements
- Relevant Degree or Diploma in Information Systems, Risk Management, Business Analytics, Data Analytics, Finance or related field.
- 3–5 years experience in MIS Reporting, Data Analysis, Risk Analysis, Compliance Monitoring or Business Intelligence.
Duties & Responsibilities
- Analyse data trends, identify anomalies, emerging risks, and opportunities for improvement, and provide actionable recommendations.
- Support internal and external audits, governance activities, and management reporting requirements.
- Develop and deliver accurate, insightful departmental reporting packs and dashboards.
- Ensure data integrity, reporting accuracy, and compliance with regulatory and business standards.
- Enable informed decision-making through data-driven insights and trend analysis.
- Drive continuous improvement by automating reporting processes and enhancing reporting efficiency.
Competencies
- Technical - Advanced Excel, Power BI, SQL, Data Modelling, Reporting Automation, Dashboard Development, Risk and Compliance Reporting, Root Cause Analysis.
- Behavioural - Analytical Thinking, Attention to Detail, Collaboration, Decision Making, Planning and Organising, Accountability and Continuous Improvement.
Closing Date
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Role Purpose
- Accurately process divorce orders and administration within agreed service levels in order to support the operations of the fund.
Requirements
Experience and Qualifications
- Matric
- 3-5 years experience in employee benefit administration
Duties & Responsibilities
- Coordinate the assessment of the divorce order documentation in order to determine if the order is valid.
- Calculate the ex-spouse's share of the fund based on the parameters of the divorce order.
- Update members' information on the relevant system in line with the divorce order.
- Draft and send relevant correspondence to the client and ex-spouse in a professional manner.
- Obtain the SARS tax directive and upload it onto the system.
- Accurately maintain the divorce court order register.
- Prepare and submit accurate reports regarding the status of divorce orders.
- Investigate client queries within the agreed service level and ensure that the client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure clients receive appropriate after-sales services.
- 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 the area of responsibility.
- Participate in and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Provide regular reports on the delivery of services against agreed service level agreements and in terms of overall customer targets.
Competencies
- Business acumen.
- Customer/ Stakeholder commitment.
- Drive for results.
- Leads change and innovation.
- Collaboration.
- Impact and influence.
- Self-Awareness and insight.
- Diversity and inclusiveness.
Closing Date
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Role Purpose
- Responsible for the independent & legal control of underwriting operations, underwriting discipline and risk quality, while retaining specialist responsibility of claims, recoveries and governance of the Guarantees division.
Requirements
- Minimum 10 years legal experience in guarantees, banking, credit and project finance.
- An undergraduate degree (B.Law/LLB/BProcLaw), compulsory.
- A postgraduate degree (LLM or similar, preferred).
- Certificate in Short-Term Insurance (or working towards it).
- RE 5 Certificate for Representatives (or working towards it).
- FAIS compliant (or working towards it).
- Minimum 10 years working experience in the infrastructure industry in Africa.
- Contract Management experience including Infrastructure Contracts, Concession Contracts, Power Purchase Agreements, PPP Agreements, Management Services Agreements, Construction Management Agreements and Operations & Maintenance Agreements.
- Managing risks associated with Energy contracts.
- Experience with IPP Projects/renewable energy projects.
- Able to deal effectively with Claims, Disputes, Negotiations, Recoveries.
- Knowledge and strong understanding of infrastructure contracts, guarantees, project management, legal principles, corporate finance and project finance in Africa.
Duties & Responsibilities
- Oversee the underwriting & legal risk in construction, commercial and renewable energy guarantees transactions.
- Oversee the underwriting & legal risk in domestic, foreign, project finance and corporate guarantee transactions.
- Senior member of the underwriting risk committee for the Guarantees division.
- Develop and implement comprehensive risk mitigants/risk management plans on new project guarantee requests.
- Assessing of project, legal and contractual risks on new project requests and projects in distress.
- Structuring and negotiation of project finance and corporate finance deals across construction, commercial, energy and mining sectors.
- Manage, oversee and report on all legal, operational & administration matters in the Guarantees division.
- Drafting, reviewing, vetting and negotiating of all types of agreements including legal opinions, guarantee wordings, project agreements, finance agreements, security agreements and other legal documentation to ensure legal compliance.
- Oversee the entire the guarantee process from inception to cancellations.
- Review and enhance underwriting criteria/standards in the Guarantees division to world class standards.
- Manage, oversee & develop a robust underwriting framework, risk appetite framework, policy guidelines, mandates, data sets and workflows within the delegation of authority & reinsurance parameters.
- Implement a quality assurance programme to conduct internal audit, portfolio reviews & compliance checks.
- Prepare regular reporting for Management, Exco, Group and Reinsurers.
- Review claims received, coordinate claim investigations, prepare counterclaims, and participate in litigation if required.
- Manage, oversee and report on all claims matters and legal interactions in the Guarantees division.
- Lead the management of the end-to-end claims function i.e. review, advise, salvage, recoveries, negotiations, reserving to settlement.
- Develop strategies to minimise financial & underwriting losses.
- Develop project recovery plans and risk mitigation strategies for distressed projects.
- Drafting, reviewing, vetting of all claims notifications, cash calls and reinsurer updates.
- Develop & maintain a watchlist & runoff reporting platform to monitor & mitigate potential claims/loss events.
- Liaison with all external legal firms.
- Lead the claims, operations, data & administration team.
- Mentoring, coaching, developing & training the Guarantees team members.
- Familiarize and provide updates to all employees/stakeholders with key contracts, agreements and obligations.
- Provide permanent support to reinforce commercial and contractual awareness.
- Stay informed and abreast of developments in the construction, energy, surety, guarantee & related markets.
- Pursue relevant growth opportunities that would allow the Guarantees division to achieve its strategic targets, goals and objectives.
- Establish and grow strategic partnerships to support the goals and growth plans of the greater Guarantees division.
- Build, maintain and continuously strengthen all relationships with the Guardrisk Group’s product, support, reinsurance, as well as broker partners.
- Ensure that all regular interactions with any of the Guardrisk Group’s reinsurance, broker or product partners are done at the highest possible level of professionalism and ethical conduct.
- Ensure and maintain professional relationships with all customers, suppliers and trade connections of the Guardrisk Group with a view to maintain, uphold and improve the group’s reputation and goodwill.
Competencies
- Sound risk judgment and decision making.
- Decisive critical & analytical thinking skills.
- Independent thinking.
- Excellent written, verbal and interpersonal communication skills.
- Operate in a fast-paced and dynamic environment.
- Planning & organizing.
- Commercial acumen.
- Attention to detail.
- Conflict management and resolution.
- Accountability & ownership.
- Continuous improvement.
Closing Date
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Role Purpose
- To lead quantitative modelling, analytics, and research to support financial risk management of shareholder activities across the MMH Group.
Requirements
- CFA (Chartered Financial Analyst) and/or FRM (Financial Risk Manager) certification.
- Honours or Master's degree in a Quantitative discipline.
- 8 - 10 years of experience in the field.
Duties & Responsibilities
Internal Process
- To ensure accuracy and completeness of quantitative output produced by the team to ensure reliable measurement of earning and solvency in terms of the input parameters
- On-going refinement of Market, Credit and Liquidity risk measurement techniques and modelling infrastructure to stay abreast with changes in the Economic/ Regulatory/ Business environment
- Proactively identify, manage, and report risk drivers through proper understanding of the Balance sheet and risks that emanate due to Shareholder activities
- Ensure adequate understanding of Market, Credit and Liquidity risk drivers by stakeholders and the financial implications for the shareholder risks
- To ensure complete risk measurement that influence risk appetite and decision making for the Market, Credit, and Liquidity risk management stakeholders
- Effectively ensure the establishment and maintenance of quantitative analytics infrastructure, including automation to support BSM functions
- Provide accurate, timely and appropriate reports to various management committees to ensure they have a timely and accurate view of MMH’s risk exposure, and the risks attached to that exposure.
- Engage with the Prudential Authority and deliver queries and regulatory requirements from the Prudential authority to maintain internal audit and regulatory compliance
- To stay abreast with Regulatory changes in the Market, Credit and Liquidity risks disciplines including yield curve construction methodologies
- Ensure that Yield curves are constructed in line with approved Yield curve polic.
- To drive the development, testing and implementation of valuation and risk models and pricing methodologies
- Ensure that the financial instruments implemented on in-house systems have been validated by the team
- Effectively drive internal and regulatory stress tests on Market, Credit, and Liquidity risk to inform management and the Regulator of the extent of market risk, credit risk and liquidity risk on Balance Sheet
- To provide research papers to relevant Forums and Stakeholders as to improve the understanding and management of financial risks the organization is exposed to
- To identify any current or potential weaknesses in the financial risk management frameworks and make recommendations for improvement
- Ensure appropriate and valid assumptions are used in models and create awareness about these assumptions
Client Process
- Ensure the effective engagement of stakeholders and clients to ensure excellent client services.
- Provide continuous engagement with stakeholders in the risk management process to improve risk modelling and measurement approaches adopted.
People Process
- To drive subject matter expertise in the team through continuous development
- Drive and support effective teamwork within the department
- Engage in appropriate training interventions to promote own professional development.
- Ensure to demonstrate the company's values on a daily basis.
Finance Process
- Identifies and escalates potential risks that may lead to increased costs
- Awareness of own work delivery against cost parameters within the department
- Increases knowledge and understanding of financial processes and required standards of operating within the department.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Competencies
- Analytical Thinking
- Business acumen
- Collaboration.
- Communication.
- Critical Thinking.
- Data Analysis.
- Data Modeling.
- Decision-making.
- Interpersonal skills.
- Leadership.
- Listening.
- Logical Thinking.
- Problem Solving.
- Quantitative analytics.
- Risk Management.
Closing Date
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Role Purpose
Graduates can expect to learn skills that will enable them to:
- Engage and build meaningful partnerships with independent financial advisers (l FAS)
- Use innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.
Requirements
Requirements you need to meet to be considered for the graduate programme:
- A minimum of a BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
- No prior industry experiences
- Digital capabilities as you are required to engage digitally with stakeholders
- We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally.
- All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
- Writing and reporting
- Planning and organising
- Working with people
- Following instructions and procedures
- Adhering to principles and values
- Applying expertise and technology
Duties & Responsibilities
will be required to:
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
Competencies
- Managing tasks.
- Producing output.
- Meeting timescales.
- Following procedures.
- Adopting practical approaches.
- Checking things.
- Making decisions.
- Upholding standards.
- Team working.
- Thinking positively
Closing Date
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Role Purpose
- The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.
Requirements
Qualifications:
- Matric or Grade 12 (essential)
- NQF 6 or NQF 7 in Office Administration, Business Management, Finance (advantageous)
Experience:
- 5 – 8 years experience in the financial services industry (essential)
- 3 -5 years in administration of new business processing or providing administration support to a Financial Adviser (essential)
- 1 – 2 years’ experience within the Momentum Distribution Services Sales environment will be an advantage.
- Insurance industry experience (preferred).
Duties & Responsibilities
Internal processes: Sales and Service Experience
- Demonstrating an understanding of end-to-end processes for various product lines.
- Identify and address processes that do not support business efficiency and ease of operation.
- Have a good understanding of Compliance process adherence and impact of non-adherence.
- Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
- Ensure the new business process is handled end-to-end with minimal need for revisions.
- Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly.
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support.
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
- Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
- 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.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
- Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.
Client Advisor: 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.
- Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
- Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA. 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 legislative knowledge.
- Contribute continuous innovation through the development, sharing and implementation of new ideas.
- Finance: 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
- Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
- Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
- Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
- Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
- Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
- Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
- Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.
Closing Date
go to method of application »
Role Purpose
- The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.
Requirements
Qualifications:
- Matric or Grade 12 (essential)
- NQF 6 or NQF 7 in Office Administration, Business Management, Finance (advantageous)
Experience:
- 5 – 8 years experience in the financial services industry (essential)
- 3 -5 years in administration of new business processing or providing administration support to a Financial Adviser (essential)
- 1 – 2 years’ experience within the Momentum Distribution Services Sales environment will be an advantage.
- Insurance industry experience (preferred).
Duties & Responsibilities
Internal processes: Sales and Service Experience
- Demonstrating an understanding of end-to-end processes for various product lines.
- Identify and address processes that do not support business efficiency and ease of operation.
- Have a good understanding of Compliance process adherence and impact of non-adherence.
- Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
- Ensure the new business process is handled end-to-end with minimal need for revisions.
- Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly.
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support.
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
- Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
- 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.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
- Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.
Client Advisor: 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.
- Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
- Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA. 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 legislative knowledge.
- Contribute continuous innovation through the development, sharing and implementation of new ideas.
- Finance: 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
- Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
- Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
- Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
- Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
- Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
- Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
- Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.
Closing Date
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Role Purpose
- The Junior BI Developer supports the Finance Automation, Data and BI Team in delivering reliable reporting, dashboards, analysis and data-driven process improvements.
- Working under guidance from experienced BI team members, the role assists with gathering requirements, preparing and validating data, maintaining existing BI solutions, and translating business questions into practical insights. The role provides a development pathway into end-to-end BI delivery, including data extraction and transformation, data modelling, reporting, testing, documentation, and user support.
- The role also provides SQL and reporting support for daily ad-hoc, and recurring requests received through approved team channels, including the team inbox. This includes producing accurate data extracts and flat-file reports from multiple data sources, validating outputs for completeness and accuracy, and ensuring that reporting outputs are fit for purpose before being shared with stakeholders.
Requirements
- Grade 12 / Matric.
- A relevant BCom, BSc, diploma or degree in Finance, Economics, Risk Management, Investment Management, Informatics, Information Systems, Computer Science, Data Science or a related field.
Core experience and knowledge
- One to two years of relevant experience in data, reporting, analytics, BI or process automation.
- Working knowledge of Excel, data analysis, interpretation and visualisation.
- Foundational SQL skills, including the ability to write and interpret data queries.
- Exposure to Power BI dashboard development, Power Query and basic DAX.
- Understanding of data quality, reconciliation, testing and reporting controls.
- Ability to analyse information, identify issues and communicate findings clearly.
- Interest in finance, regulatory or management reporting and supporting business processes.
- Experience producing flat-file reports, data extracts or Excel-based outputs for business stakeholders.
- Advantageous exposure
- SQL Server, SSIS, SSRS, SSAS tabular models, data warehousing or dimensional modelling.
- Python, VBA, Power Automate, Power Apps, UiPath or similar automation tools.
- Modern data platforms such as AWS, Databricks, Snowflake, Azure or Microsoft Fabric.
- Agile delivery practices and relevant Microsoft, data or analytics certifications.
- Practical use of approved AI tools to improve productivity, analysis, documentation or solution delivery.
Duties & Responsibilities
Business requirements and analysis
- Work with stakeholders and senior BI team members to understand business questions, reporting needs and expected outcomes.
- Assist in documenting business requirements, data definitions, report specifications and acceptance criteria.
- Translate clearly defined requirements into practical reporting, dashboard or data-analysis tasks with guidance.
- Work directly with business stakeholders, where appropriate, to clarify report requirements, expected formats, timelines and business rules.
- Manage assigned reporting requests within agreed priorities, service expectations and delivery timelines.
BI development and reporting
- Build, maintain and enhance reports, dashboards and recurring management information using approved BI tools and standards.
- Generate reports and presentations using existing scripts, models, datasets and templates.
- Assist with data extraction, transformation and loading across approved data sources.
- Write and maintain SQL queries for extraction, validation and analysis under appropriate review.
- Contribute to Power BI and SSRS solutions, including data preparation, visualisation, filtering and basic calculations.
- Perform ad-hoc analysis and communicate clear, evidence-based insights.
- Prepare clear, usable outputs for business stakeholders, including Excel-based summaries, reconciliations and data files.
Operational support and automation
- Provide day-to-day support for existing reports, dashboards, data imports and automated processes.
- Assist with recurring and ad-hoc data requests through approved channels.
- Identify opportunities to reduce manual effort, standardise reporting and automate repeatable processes.
- Help improve the performance, maintainability and usability of existing reports, queries, models and processes.
- Support daily request queues, recurring reporting cycles and time-sensitive data requests through agreed team processes.
- Documentation, training and collaboration
- Maintain clear documentation for requirements, data sources, business rules, report logic, testing and support procedures.
- Provide basic guidance and support to end users on reports, dashboards and BI tools.
- Collaborate with various teams to deliver consistent solutions.
- Communicate progress, risks, dependencies and delivery dates clearly.
- Participate in Agile delivery, team reviews, knowledge-sharing and continuous improvement.
Competencies
- Data Analysis & Insight Generation
- Reporting & BI Development
- SQL & Data Management
- Problem Solving & Continuous Improvement
- Attention to Detail & Quality Orientation
- Stakeholder Communication & Customer Focus
- Collaboration & Learning Agility
Closing Date
go to method of application »
Role Purpose
- To own and deliver accurate purchase ledger, payment, banking, month-end and expense-accounting activities, while providing meaningful P&L and expense analysis for designated entities and stakeholders.
- The role combines strong transaction-processing and control ownership with selected management-accounting responsibilities, including journals, reconciliations, reporting, budgeting support, forecasting support and variance commentary.?
Requirements
Qualification:
- BCom Accounting; BCom Cost and Management; BCom Finance.
- Or equivalent NQF 7.
Experience and knowledge:
- 3+ years in management accounting.
- Experience in financial services environment.
- Skills in Excel (Intermediate).
- Familiar with systems and tools like: IDU, JDE, Sun Systems, PowerBI, Clickview.
Duties & Responsibilities
Purchase ledger, suppliers and payments:
- Own the end-to-end purchase ledger process, including the accurate and timely processing and control of supplier invoices, intercompany invoices and payments, staff expenses and corporate card transactions.
- Ensure invoices and expenses are appropriately supported, coded, verified and authorised in line with applicable policies and delegated authority.
- Prepare payment runs, arrange approval and create or upload payments on the accounting and banking systems.
- Handle supplier queries, reconcile supplier statements and act as a key point of contact for internal and external finance queries.
- Maintain clear purchase ledger, payment and supplier-management procedures.
Banking, cash and intercompany accounting:?
- Record bank payments and receipts accurately in the general ledger and maintain appropriate banking support and audit trails.
- Prepare bank reconciliations and investigate and resolve reconciling items promptly.
- Process and reconcile intercompany payments, salary recharges, expense transfers and other group recharges.
- Maintain control over foreign-exchange rates used in the accounting records and related reconciliations.
Month-end, journals and balance-sheet control:
- Prepare and upload month-end journals, including but not limited to accruals, provisions, prepayments, expense allocations, corrections and recharges.
- Review journal allocations in accordance with policy, delegated authority and role-access controls.
- Correct inaccurate division/cost-centre and general-ledger allocations and ensure corrections are processed completely and accurately.
- Prepare and maintain balance-sheet and trial-balance reconciliations for areas and entities under ownership.
- Maintain and reconcile the fixed-assets register and recommend improvements to fixed-asset management.
- Support the month-end and year-end close, ensuring deadlines are met and issues are escalated appropriately.
Entity ownership, P&L and expense reporting:
- Own the monthly accounting process for designated legal entities or business areas, including journals, reconciliations, close activities and reporting.
- Prepare and analyse monthly P&L and expense reports, identify trends, anomalies, opportunities and risks, and provide clear variance commentary.
- Explain relationships and movements in financial reports and communicate implications to stakeholders to support decision-making.
- Prepare management and controller reporting packs for designated entities and areas.
- Perform expense and margin analysis, including actual versus budget, cost-centre and other relevant views.
- Support revenue verification, recognition and reconciliation processes where required.
Budgeting, forecasting and business partnering:?
- Support the annual expense budget and periodic forecast processes through preparation of schedules, historical trend analysis, validation of submissions and stakeholder engagement.
- Prepare accurate monthly expense reporting comparing actual results against budget and forecast, monitor variances and propose appropriate follow-up actions.
- Support budget consolidation and resolve errors or omissions with relevant stakeholders.
- Provide practical finance guidance to budget holders and non-financial stakeholders, particularly on expense management and coding.
- Build productive relationships across business units and deliver finance support within agreed service expectations.
- Controls, systems, audit and process improvement:
- Maintain effective financial controls over purchase ledger, payments, banking, journals, expenses, reconciliations and areas under ownership.
- Prepare year-end audit files and supporting documentation and respond to audit queries for areas under control.
- Assist with VAT and other tax-related matters within the scope of the role.
- Escalate complex system queries to service providers and manage resolution to closure.
- Administer relevant platform/system access and authorisation controls, where assigned.
- Create, maintain and improve finance process documentation and contribute to automation, cost effectiveness and operational efficiency.
- Identify financial risks and control weaknesses and communicate practical recommendations through the appropriate forum.
- Undertake ad hoc finance projects as directed and provide wider team support when required.
Competencies
Business Acumen
- Understands how the business operates, what the key issues and risks are that drives business success and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Client/ Stakeholder Commitment
- Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial requirements and ensures client centricity.
Drive for Results
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Leads Change and Innovation
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Collaboration
- Prioritises the business’ interests and invests in the success of the group by aligning effort across divisions and entities.
Impact and Influence
- Persuades, convinces, influences and inspires others, both internally and externally to win support, loyalty and gain commitment to the purpose of the business.
Self-Awareness and Insight
- Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
Diversity and Inclusiveness
- Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Closing Date
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Role Purpose
- Provide an effective and efficient service to clients and intermediaries by accurately approving Investment only transactions, ensuring all transactions are processed within the agreed service levels to support the operations of the Fund.
Requirements
- Grade 12 (NQF level 4)
- Proficient in Intermediate MS Excel, I.e. V-Lookups
- Employee Benefits experience is preferred
- Successful Completion of Yenzani training will be advantageous
Duties & Responsibilities
- Take ownership of client queries and provide first time resolution to ensure client.
- Process investment trades to ensure the transactions are in the trade cycle timeously.
- Process Individual Member Choice (IMC) funds ensuring that the relevant member records are updated correctly and in the trade cycle timeously.
- Process fund level disinvestment trades ensuring all the relevant audit requirements and policy conditions are adhered within the service level agreed time.
- Process disinvestment trades for the IMC funds ensuring all policy conditions are adhered to and accurate values are paid within the service level agreed time.
- Ensure monthly balance reports and Investment Statements on IMC funds are distributed to clients within the service level agreed time.
- Ensure monthly fees are processed and checked when due.
- Administration of investment only business which includes inflows, outflows, installation and distribution of monthly statements.
- Ensure that monthly statements for fund level funds are sent within the service level agreements.
- Investigate client queries within the agreed service level and ensure that client receives timeous and accurate feedback.
- Escalate client queries to the relevant department or stakeholder as and when required.
- Build and maintain relationships with clients and stakeholders to create a consistent client experience.
- Professionally draft relevant correspondence to clients as and when needed.
- Take accountability for service delivery.
- Enables efficient and effective client service.
Competencies
- Accountability
- Attention to detail
- Customer orientation
- Communication with impact
- Organisation and planning skills
- Team player
Closing Date
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Role Purpose
- To provide efficient, accurate, and proactive administrative support to the team while ensuring high standards of quality, productivity, and customer service.
- The successful candidate will demonstrate exceptional attention to detail, strong organizational skills, the ability to work independently, and a willingness to support the broader team wherever required. Required to closely process & monitor specialised retirement product processes.
Requirements
- Grade 12 or NQF level 4
- 2 - 5 years’ experience in the employee benefits industry
- Microsoft Office Suite (Word, Excel)
- Retirement administration experience will be beneficial.
Duties & Responsibilities
- Perform administrative duties accurately and within agreed timelines.
- Ability to self-manage
- Monitor and manage work queues, ensuring tasks are completed efficiently and accurately.
- Follow established processes and procedures while identifying opportunities for improvement.
- Ensure a high level of accuracy in all work completed.
- Identify and rectify errors before they impact clients, colleagues, or business processes.
- Keep abreast of MMH product and legislation changes in order to effectively and accurately assist with client queries.
- Seek clarification when information, instructions, or requirements are unclear.
- Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
- Escalate issues, risks, or concerns appropriately and timeously.
- Ensure a clear understanding of priorities and expectations.
- Manage multiple tasks and competing priorities effectively.
- Demonstrate strong planning and organizational skills.
- Work efficiently under pressure and within deadlines.
- Take ownership of responsibilities and outcomes.
- Maintain a proactive approach to problem-solving.
- Demonstrate flexibility by supporting various functions within the team when required.
- Contribute positively to team goals and objectives.
- Foster a collaborative and supportive working environment.
- Provide first time resolution to clients on queries via e-mail and telephonic.
- Assist clients efficiently with their requests through displaying the Momentum Metropolitan values enabling client retention and satisfaction.
- Process, monitor and manage specialized retirement processes.
Competencies
- Attention to detail.
- Customer orientation.
- Communication skills.
- Planning / Organising / execution of specialised processes.
- Self-management.
Closing Date
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Role Purpose
- The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.
Requirements
Qualifications:
- Matric or Grade 12 (essential)
- NQF 6 or NQF 7 in Office Administration, Business Management, Finance (advantageous)
Experience:
- 5 – 8 years experience in the financial services industry (essential)
- 3 -5 years in administration of new business processing or providing administration support to a Financial Adviser (essential)
- 1 – 2 years’ experience within the Momentum Distribution Services Sales environment will be an advantage.
- Insurance industry experience (preferred).
Duties & Responsibilities
Internal processes: Sales and Service Experience
- Demonstrating an understanding of end-to-end processes for various product lines.
- Identify and address processes that do not support business efficiency and ease of operation.
- Have a good understanding of Compliance process adherence and impact of non-adherence.
- Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
- Ensure the new business process is handled end-to-end with minimal need for revisions.
- Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly.
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support.
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
- Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
- 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.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
- Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.
Client Advisor: 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.
- Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
- Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA. 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 legislative knowledge.
- Contribute continuous innovation through the development, sharing and implementation of new ideas.
- Finance: 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
- Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
- Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
- Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
- Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
- Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
- Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
- Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.
Closing Date
go to method of application »
Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time over a range of product, market, and sales intelligence which will set them apart from their counterparts.
- The consultant and IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
- Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
- Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- Enhance the perception that IFA have that Momentum are thought leaders.
- Be the IFA's source of information and educator within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable/ Empower :
- A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
- Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
- Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
- Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.
Competencies
- Working with people
- Adhering to principles & values
- Relating and networking
- Persuading & influencing
- Applying expertise & tech
- Analysing skills
- Delivering results & meet customer expectations
- Adapting & respond to change
- Coping with pressure & setbacks
- Achieving personal work goals & objectives
- Entreprenurial & Commercial thinking
Closing Date
go to method of application »
Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time over a range of product, market, and sales intelligence which will set them apart from their counterparts.
- The consultant and IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
- Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
- Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- Enhance the perception that IFA have that Momentum are thought leaders.
- Be the IFA's source of information and educator within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable/ Empower :
- A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
- Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
- Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
- Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.
Competencies
- Working with people
- Adhering to principles & values
- Relating and networking
- Persuading & influencing
- Applying expertise & tech
- Analysing skills
- Delivering results & meet customer expectations
- Adapting & respond to change
- Coping with pressure & setbacks
- Achieving personal work goals & objectives
- Entreprenurial & Commercial thinking
Closing Date
Method of Application
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