Fresh Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• The role of this Digital Support Agent is to provide technical software support to users of the Momentum Engagement platforms such as momentum.co.za, the VIA suite and the Momentum client and adviser mobile apps.

Requirements

• At least two years' experience in a technical Helpdesk /Contact Centre environment.
• At least two years' experience in an IT/Technical software support.
• Experience in the Financial Services industry.

Preferred System Exposure:

• Inbound/Outbound Telephony Systems (Euphoria preferred).
• Helpdesk Incident Management Software (Freshdesk and Jira preferred).
• Momentum's Line of Products.
• Client systems (Client Facing Websites and Mobile Applications Support).
• Financial Adviser systems (Adviser and Channel management applications Support).

Qualifications

Minimum qualifications:

• Grade 12 /Matric qualification.
• Relevant IT qualification.
• Completed modules or subjects in technical and/or computer software preferred.
• ITIL Foundation V3/V4 preferred.

Duties & Responsibilities    
Provide excellent service to the users of the Momentum Engagement platforms including clients, advisers, internal employees and Channel management by:

Resolving first-line technical software support queries of users of the Momentum Engagement platforms, according to expected standards of service delivery and within agreed SLAs:

• Displaying excellent verbal and written communication.
• Accurately logging details of the queries as per the defined Problem management process to enable record keeping and trend analysis of
• Performing the required trouble-shooting with the aim for first call resolution.
• Escalating complex queries to second-line support when necessary, with the required details to enable further problem

Contribute to a positive work climate and culture by:

• Arriving for shifts punctually and managing time
• Contributing to a self-managed team environment with a can-do attitude to ensure team goals and service targets.
• Striving for first time query resolution within required SLAs and
• Working with Operational Support analysts on escalated

Identifying opportunities to increase operational efficiency in the Support Manage own performance and development by:

• Successfully completing ongoing training required to maintain service
• Displaying team work and collaborating with team members to maintain operational
• Pro-actively providing feedback to Operational Support and/or Team management
• Creating and following a Personal Development Plan enabling future career

Competencies    

• Problem solving and solutions implementer
• Leads change and innovation
• Collaboration
• Self-development
• Self-starter
• Strategic thinker
• Business knowledge
• Growing talent
• Teamwork and cooperation
• Attention to detail
• Results driven

Deadline:12th August,2025

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Role Purpose    

• Responsible for a underwriting/Policy Administration, such as issuing new business, effecting changes/endorsements to existing business,  providing overall supporting role to the renewal process (i.e. preparation of claims reports and preparing renewal terms templates) , and liaising with brokers.

Requirements    

• FAIS compliant and appropriate RE certification
• General Insurance Qualification
• Minimum 120 FAIS credits (NQF level 5)
• At least 5 years commercial underwriting experience in the Insurance Industry of which 3 years should at least be in commercial motor underwriting
• Prior Claims Administrant Exposure (advantage)
• Credit control/Bookkeeping (Advantage)

Duties & Responsibilities    
GENERAL ADMINISTRATION

• Assist in all Facility functions during Tender season to prepare quotes for tendering processes and writing business within agreed underwriting principals and guidelines
• Issuing of new business schedules/wordings and invoicing
• Ongoing Credit control & Debtors Management
• Monitor the facility ageing reports regularly to identify the overdue premiums/ transactions,
• Follow- up on an ongoing basis on outstanding payments through, emails, letters and physical meetings with relevant stake holders
• Investigate and resolve any dispute or anomalies in relation to individual outstanding invoices and escalate the issue with your immediate direct supervisor if necessary
• Prepare and present regular reports on debtors’ statuses in internal forums.
• Identify trends, risk for process improvement in credit control and overall debtors’ management.
• Build strong relationships with key brokers

RETENTION

• To work through broker closings and capture correct information in order to quote on tender.
• To ensure all documentation and info has been received before any tender/quotation can be quoted.
• Once documentation has been received, claims on the specific account need to be analysed and loss ratio is determined and projected.
• Total account is analysed in detail in order to determine what rates should be applicable
• To liaise with brokers telephonically and if need be in person.
• To keep control of the administration process, sign off policy documentation, issuing of policies and Sasria coupons in time as well as liaising with Sasria.
• To administer policies once tender has been awarded to company.
• General daily maintenance of policies by providing quotes on additional items brokers/clients would like to add on their respective policies and generally manage the daily endorsements of policy as per the agreed turn-around time.

NEW BUSINESS / RNEWALS / AMENDMENTS

• General Policy administration function(s)
• Monitor and apply corrective action on badly performing clients
• Maintaining an acceptable loss ratio
• Maintaining and building relationships with brokers
• Following up with respective brokers to ensure we receive all proposed terms on time and they are processed on the system as per the SLA’s.
• To load and invoice policies
• To type schedules and send them out
• To amend and invoice policies accordingly to instructions received.
• To prepare renewals and underwrite them
• Load and do invoicing post renewal.
• Generate and distribute renewal policies.
• Handle all client queries, complaints and problems

CLAIMS SUPPORT

• Overall Support to Claims department
• Act as a key point of contact for all underwriting related claims queries
• Provide regular and timely updates to claim technician pertaining underwriting and Policy related queries.
• Keep the system updated at all times with any developments of a policy that requires claims attention.
• Premium confirmation
• Policy memorandum
• Cover confirmation
• Collate Assets Registers from brokers for all accounts related to cover placed, and keep such updates available to claims
• Provide feedback on recurring basis on any updates from claims (Technicians/ Services providers) to underwriting related to risk recommendation and ensure that the policies are updated and endorsed accordingly.

Competencies    

• Business Acumen
• Collaboration
• Client/ Stakeholder Commitment
• Drive for Results
• Self-Awareness and Insight

Deadline:22nd August,2025

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Role Purpose    

• Develop and drive profitable sales through effective plans, targets, and growth in support of the business’s strategic objectives, maintaining compliance with regulatory requirements.

Requirements    
Qualifications

• Matric or equivalent NQF4 qualification
• Degree in Commerce, Marketing, Finance, or a related field (preferable)
• FAIS Representative Regulatory Exam Level 1 and 5 passed
• FAIS recognized qualification (minimum 120 credits)
• 120 credit FAIS recognized qualification
• Class of Business 3 & 7

Experience

• 8-10 years’ experience in the insurance industry (essential)
• 5-8 years of relevant managerial experience fulfilling the duties of a compliant key individual (essential)
• Registered with the FSP as a key individual
• Strong computer literacy skills

Duties & Responsibilities    

• Lead and manage a team of Branch Managers
• Manage and execute a strategic sales plan
• Effectively manage the allocated sales budget
• Build and manage relationships with key stakeholders and key account managers
• Lead and manage adherence to legislative regulations and compliance requirements
• Foster a high performance and inclusive culture

Competencies    

• Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.
• Empowering Individuals: Motivates individuals by empowering them seeks to inspire people and groups gives encouragement to others.
• Providing Insights: Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments.
• Generating Ideas: Is creative in producing ideas assumes an original approach when generating ideas adopts radical solutions.
• Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
• Developing Strategies: Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach.
• 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.

Deadline:16th August,2025

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Role Purpose

• Provide legal advise and support to address diverse and complex needs of various business units within Momentum Retail on issues that the legal team is tasked with so as to ensure legal soundness and legal risk management of business operations.

Requirements    
Qualifications & Experience

• Bachelor's degree in Law or equivalent relevant qualification
• Admiitted Attorney
• Post graduate qualification
• 1 to 3 years financial services and/ or legal advisory experience, including sound contract drafting knowledge and experience

Knowledge

• Exposure and knowledge of laws applicable to financial services including commercial and insurance laws
• Knowledge of retail insurance products 
• Principles and best practice of contract drafting and administration
• Working knowledge about the litigation process

Skills

• Legal Service
• Legal Research
• Legal Advice
• Legal Decisions
• Communication skills (written and verbal)
• Interpersonal Skills
• Good Time management
• Proficient in Microsoft word, excell and powerpoint

Duties & Responsibilities    

Process

• Provide expert advice to business on various legal and technical matters in line with legal framework and best practice.
• Assist with managing litigation related matters to enable a consistent approach and mitigate risk.
• Ensure that all legal execution documents are executed in accordance with relevant industry legislation and requirements.
• Provide legal advice to all stakeholders on any corporate legal related matters to ensure soundness of commercial operations enabling business to achieve its objectives.
• Advise or assist on legal negotiations, including the reviewing and drafting of all legal documentation, including contracts.
• Provide legal advice on client and supplier contractual matters to business stakeholders.
• Review and ensure that all relevant client and supplier contractual documents are in line with business and legal requirements.
• Assist with reviewing, anticipation and guarding against legal risks facing the company.
• Update and educate the business on changes or amendments to business laws and advise how this may affect the business and provide plans to address changes.
• Conduct research, interpret legislation and case law and provide legal opinions and/ or advice.

Client Service

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements applicable to 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.
• Continuously monitor turnaround times and quality standards and 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.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

People

• 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.

Competencies

• Examining Information
• Interacting with People
• Checking Things
• Documenting Facts
• Establishing Rapport
• Adopting Practical Approaches
• Articulating Information

Deadline:15th August,2025

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Role Purpose    

• Collaborate with stakeholders through individual engagements, business meetings, Agile sessions, or JAD sessions, to elicit requirements, for existing business problems/challenges using best practices.

Requirements    

• At least 3-4 year IT/Business qualification

Mandatory:

• 5+ years Insurance domain experience (Short Term Commercial)
• 7+ years’ experience in Business Analysis

Optional:

• IIBA membership (preferred)
• Certified Business Analysis Professional (CBAP) certification
• Industrial Engineering education/experience

Duties & Responsibilities    

• Applying proper analysis in documenting both functional and non-functional requirements into business process maps, business requirement definitions and business requirements specifications, in-line with the business architecture framework and strategy around people, process, and technology, with a solid understanding of what the SLDC requires

Determine, design, and facilitate the correct business solution for the stakeholder needs, by working with all relevant stakeholders and subject matter experts across all business functions, always putting the client first. Stakeholders are, but not limited to:

• Customers
• Business Owners
• Partners / Internal Services
• Other business units’ representatives
• Architects

Compile functional specifications from the business solution and use cases/scope items for developers using the business requirements, in collaboration with architects. Stakeholders are, but not limited to:

• Business Solutions Architect
• Peers
• Enterprise/solutions Architects
• Senior Developers
• Test Analysts
• Develop and model solutions by delivering use cases, activity and sequence diagrams based on the business solution required by the technical team
• Need to represent information in formats that all stakeholders can understand, based on the SDLC followed
• Modelling the data requirements to support the new solution on a functional level.

Identify, investigate, and analyse problems faced by business on the current implemented solutions, understanding time and cost parameters and making innovative recommendations that will positively impact business. These would cover:

• Defining automation/enhancements/fixes of processes where needed
• Operational readiness and support
• Create and maintain required repositories including traceability and attribute matrices using Enterprise Architect tools.

Thorough understanding of the existing and in progress implemented systems/technical capabilities and solutions that runs the business in its current state, with a primary focus on:

• Operating Model and Business Capabilities
• Re-usable components
• Custom components
• Vendor components
• Areas of Improvement
• Integration capabilities between components
• Identify re-usable opportunities/components in new/enhancement designs and ensure that we do not develop custom solutions if we should not, in consultation with the enterprise architect
• A mindset of Continuous Improvement of the current system/components
• Building strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Providing training and user manuals to users of a new system
• Leading scrum ceremonies, in the absence of a scrum master and product owner.

Competencies    

• Strong Emotional Intelligence
• Customer/Stakeholder Relationships and Commitment
• Business Acumen / Strategic Thinking
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Teams
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Institutional Process Analysis & Redesign Thinking

Deadline:20th August,2025

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Role Purpose    

• Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements    
Qualifications:

• Matric or equivalent NQF Level 5 qualification
• RE5
• FAIS Representative legislative qualification
• Class of Business 3 and 7 (preferable)

Experience

• 3-5 years of working experience in the financial services industry
• A minimum of 2 years of managerial experience overseeing the rendering of financial advice
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
• A valid driver's license and access to your own vehicle
• Computer literacy

Duties & Responsibilities    

• Leading and managing a team of Financial Advisers
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight

Deadline:6th September,2025

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Role Purpose    

• The purpose of this role is to enhance the legal capabilities across Momentum Insure; implement an end-to-end corporate legal function; enhance stakeholder interactions; ensure the effective management of legal risk while supporting strategic growth initiatives; and support the legal function.

Requirements    

• Bachelor of Law Degree required
• 1 to 2 years experience within the Financial Services Industry
• Admitted attorney (advantageous)

Duties & Responsibilities    

• Ability to identify, assess, manage, monitor and report on current and potential legal risks within Momentum Insure.
• Continuously staying abreast with changes in legislation, regulations, proposals from regulators and provide research on legal related topics and providing legal opinions within the financial services sector.
• Assessment of business needs and provide corporate legal advice regarding contracting and projects implementation.
• Ability to draft, negotiate, review and advise on contracts including but not limited to Service Level, MOU, NDA, Outsourcing, binder etc.
• Manage the contract management process.
• Provide strategic legal support, advice and guidance to Momentum Insure, including its various committees, forums and departments which may require legal support.
• Build strong relationships through providing specialist legal opinion.
• Assist, support and contribute to Risk Management and Legal Management within Momentum Insure
• Effective implementation of policies and guidelines.
• Assist in the effective execution of the Legal Risk Management Framework including implementation of same throughout the organisation.
• Tracking and monitoring of key legal risk indicators, controls and action plans.
• Assisting in compiling legal reports.
• Attend to general legal queries, as and when requested
• Continuously develop your own expertise in terms of the industry and subject matter development and application thereof in an area of specialization
• Ability to project manage legal deliverables in conjunction with stakeholder
• Provide legal training or insights to different business units on applicable legal issues which is relevant for a particular business unit, including legal processes and policies.

Competencies    

• Excellent organisational and administrative skills
• Report writing skills
• Accountable and self-disciplined
• Attention to detail
• Negotiation skills
• Ability to work independently and in a team environment
• Excellent communication skills (verbal and written)
• Problem solving ability, analytical thinker with investigative instinct
• Business Acumen

Deadline:22nd August,2025

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Role Purpose    

• Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.

Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5) 
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• All required regulatory exams and accreditation
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have his own transport (reliable vehicle) and driver’s license

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies    

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric.
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Deadline:8th September,2025

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Role Purpose    

• Supervise, motivate and lead a team of motor claims technicians, assessors, provide technical expertise on motor claims.

Requirements    

• Matric
• Computer Literacy(MS Word, Outlook and Excel)
• Comfortable with Insurance Systems
• NQF 5
• Insurance related qualification
• RE exams for representatives
• Extensive experience of commercial, fleet claims
• Registered Representative
• At least 5 years of motor claims experience and aggregate claims
• At least 1 year management experience
• Intensive knowledge of Commercial and Corporate insurance products and claims (motor and non-motor)

Duties & Responsibilities    

• Provision of an efficient and effective insurance claims service. This includes ensuring that all claims related matters are dealt within the timescales imposed by statute and all monies due to the organisation arising from material loss are maximised and recovered without undue delay.
• Handling /settling claims in accordance with applicable policies and standard operating procedures
• Handling and settling claims within stipulated time frames and as per SLA’s in place
• Entering into settlement negotiations
• In conjunction with Manager, attending meetings and seminars and alerting senior management to developments in the field particularly as it affects the industry sector in which the organisation operates
• Providing Clients/Brokers with the highest standard of service
• Effecting training/briefing sessions for staff at all levels.
• Ensuring diary system is implemented and adhered to
• Maintaining and updating reserves
• Attending to payment requests
• Managing outstanding claims volumes and estimates
• Timely responses to email and telephonic messages
• Proper time keeping and task prioritization
• Attending to any other tasks as may be assigned from time to time.
• Motor assessing background
• Provide a supervisory function over a defined area within the claims department which shall include among others;
• Providing technical advice to the area where required;
• Generate and use reports off the claims system to ensure effective management of the Team;
• Manage and reduce weekly exceptions
• Weekly operational reporting to the Claims Manager.
• Regular engagement with team to identify and address performance and general efficiency issues
• Continually manage, review and measure team activities against targets and SLA’s
• Manage preferred list of service providers and monitor service levels
• Enable and track system enhancements
• Building relationships with service providers and manage SLA’s
• Make claim decisions with claims mandate
• First signatory authorization on payments
• Ensure technicians have attended to their daily/weekly/monthly responsibilities
• Managing, mentoring and instructing staff regarding claims handling and processing
• Ensuring compliance with company standards/regulations

Competencies    

• Good interpersonal skills
• Excellent Negotiation skills
• Management Skills and People Management Skills
• Excellent communication skills
• Attention to Detail
• Ability to work under pressure
• Decision making skills
• Talent enablement
• Taking Initiative

Deadline:20th August,2025

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Role Purpose    

• To deliver a professional service to clients through various servicing channels (inbound calls, emails, walk-in interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    

• It is essential to have a National Senior Certificate (Bachelor's pass with Mathematics or Mathematical Literacy as a Grade 12 subject highly advantageous)
• Language proficiency in English and Afrikaans or Xhosa is essential
• It would be an advantage to have completed a business-related tertiary qualification 
• 1 - 2 Years’ experience in a call centre or client service environment with proven knowledge of customer service principles and practices 
• MS 365 proficiency

Duties & Responsibilities    

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant system/s, based on data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative / compliance requirements in the service process.
• Identify and report process and system failures and enhancements to improve client experience.
• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• 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.

Competencies    

• Verbal and written communication
• Service orientation
• Problem solving
• Detail-oriented
• Prioritisation
• Teamwork and collaboration
• Adaptability
• Display initiative

Deadline:11th August,2025

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Role Purpose    

• Provide an effective administrative, secretarial and operational assistant function to support the Provincial General Manager and the Province.

Requirements    

• Matric
• At least 5 years’ secretarial / PA experience at Senior or Executive PA level
• Advanced Microsoft Office skills
• Own car and valid drivers license
• PA  Diploma or Certification

Duties & Responsibilities    

• Support diary management activities in order to effectively schedule appointments
• Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings
• Pro-actively screen incoming calls, correspondence and respond independently where possible
• Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications
• Provide secretarial support (agenda, minutes, action plans etc.) for the preparation and successful execution of meetings
• Support the flow of information within the Provincial Management Office, ensuring that matters requiring their personal attention are handled speedily
• Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes
• Order and control office supplies
• Accurately escalate client complaints and queries to the relevant department
• Ensure files are kept in order and easily accessible
• 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
• Must be a self-starter who is dedicated and can work independently
• Manage the functional operations of the Provincial Office

Competencies    

• Business Acumen
• Customer/ Stakeholder Commitment
• Drive for results
• Leads Changes and Innovation
• Collaboration
• Impact and influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

Deadline:13th August,2025

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Role Purpose    

• To lead business and system analysis tasks through specialisation in understanding the business usage of information technology (IT) and helping technology add value to Momentum Investments.
• This includes translating complexbusiness requirements (functional & non-functional) into a set of technical technical solutions

Requirements    
Qualifications

• BCom Informatics or BSC Degree.
• Diploma in Business analysis preferred.

Knowledge and experience

• 10+ years’ experience as a Business Analyst.
• A minimum of 3 years’ experience in the investment environment.
• At least 6 years’ IT experience working with integrated solutions.
• Deep experience working on API-centric architectures and system integration projects.
• Agile working experience preferred.

Duties & Responsibilities    
Key Performance Areas  

• Lead complex business analysis efforts, determine business system requirements, and identify alternatives/ areas of improvements
• Facilitate workshops and stakeholder engagements to elicit and identify business and system requirements.
• Define, document, and communicate end-to-end innovative business solutions using information technology.
• Translate business requirements to a level of detail appropriate for implementation using user journeys, user stories with acceptance criteria; process diagrams; data models; business rules and mockups)
• Ensure solutions are aligned to the business and system architecture.
• Collaborate closely with enterprise and solution architects to ensure solution alignment with business and system architecture.
• Assist technical designers to understand the business requirements. Participate and provide input into the design and functional discussion with the technical designers.
• Testing of technical solutions, business and technical processes and calculations.
• Assist and sign off the test cases for functional and non-functional, integration and testing activities.
• Analyze, identify and document business requirements to address process or system constraints resulting in repeated queries or errors
• Analyze system trends and proactively propose sustainable solutions.
• Support and enable training, change management, and user adoption strategies. Ensure effective and consistent service delivery and support to both internal and external clients in line with the Momentum values.

Competencies    
Analysis Competencies

• Effective written and verbal communication.
• Ability to hold elicitation sessions from a business and technical perspective.
• Can document processes on any document processing tool.
• Apply analytical skills to all work performed.
• Attention to detail
• Investigative and information gathering skills
• Ability to work independently
• Take ownership and accountability
• Take initiative
• Problem solving
• Ability to manage pressure
• Must be able to build and maintain relationships.
• Apply business analysis tools and techniques to continuously improve thinking and solutions.
• Align solutions to IIBA standards and practices.

Technical Competencies

• Ability to do low fidelity UX mockups.
• Ability to put together basic UML.
• Working knowledge of postman, Soap UI, mongo and swagger.
• Comfortable working with data queries and SQL.
• Experience using workflow and collaboration tools like JIRA, Confluence, Lucidchart, Miro.

Deadline:14th August,2025

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Role Purpose    

• The Corporate Distribution Support Administrator provides quick and accurate administrative support, to enable the corporate health specialist and employee benefits consultant to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements, gaining comprehensive, hands-on experience in the overall corporate health and employee benefits support function.

Requirements    
Qualifications:

• Grade 12/Matric
• Relevant NQF 7 Business-related qualifications (preferred) Business Management, Marketing or finance-related NQF 7 qualification/ BCom or BCom Honours degree. (preferred)

Experience:

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

Duties & Responsibilities    
Internal Processes: Sales and Service Experience

• Understanding of end-to-end processes across product lines Develop a deeper understanding of all aspects of corporate health and employee benefits.
• Understanding of end-to-end systems capabilities across product lines
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Quotes fulfillment and tracking
• Professional presentation of quotes and relevant supporting documentation that support the 'advice-led' process
• Accountable for the new business process - end to end completed with least amount of comeback
• Provide administrative and operational support for corporate health programs
• Process application form and engage with Financial Adviser /practice staff asap after 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 requirement
• Exposure to the Independent financial advisor market and the relationship with the Momentum distribution services.
• Ensure all cases and new business applications are correctly recorded and kept up to date on the 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
• Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries

Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.

• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Help gather and analyze data for corporate health and employee benefits.
• Support the communication and promotion of initiatives for corporate health
• Collaborate with cross-functional teams to enhance the corporate health function
• Gain exposure in presentations and advisor engagements
• 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 experienceStakeholder 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, facilitating feedback and provides exceptional client serviceCollaboration and Self-development
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

Business Efficiencies and Effectiveness

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

Competencies    

• 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.
• Deciding and Initiating action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects and people. Takes initiative, acts with confidence and works under own direction. Initiates and generates activity.
• Delivering results and meeting customer expectations: Focuses on customer needs and satisfaction. Sets high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic, methodical and orderly way. Consistently achieves project goals.

Deadline:14th August,2025

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Role Purpose    

• To lead and support advanced cost accounting functions including expense forecasting, budgeting, cost analysis, and financial reporting. The Senior Cost Accountant will play a pivotal role in guiding decision-making by providing expert insight on cost control mechanisms, financial trends, and compliance, while  acting as a key liaison between the business and finance functions. 

Requirements    

• BCom in Accounting, Cost and Management Accounting, or Finance (NQF 7).
• 4–6 years’ experience in cost/management accounting, including experience in a financial services or life insurance environment.
• Strong knowledge of cost allocation models and budgeting processes.
• Advanced Excel skills; exposure to PowerBI, JDE, IDU, ClickView preferred.

Preferred:

• CIMA or CA(SA) 
• Listed company experience.
• Familiarity with procurement systems and cost allocations. 

Duties & Responsibilities    
Cost Management & Analysis 

• Perform advanced cost analysis to identify risks, inefficiencies, and areas for financial improvement.
• Lead the monthly and annual budgeting processes, ensuring accuracy, feasibility, and strategic alignment with business objectives.
• Maintain and improve cost allocation methodologies (e.g., activity-based costing) and ensure allocations are aligned with business structures and legal entities.
• Drive scenario planning and forecasting to manage financial risks and support strategic planning.
• Analyse and report on monthly expenditure trends, headcount analysis, and budget variances with actionable insights. 

Financial Control & Reporting 

• Oversee monthly and year-end closing processes in collaboration with the Cost Accountant Manager. 
• Ensure integrity of the fixed asset register and general ledger accounts.
• Maintain cost accounting systems and recommend process improvements.
• Provide timely, accurate, and insightful financial reports and commentary to support strategic decision-making.
• Support compliance with JDE, IDU, and procurement system governance and controls. 

Stakeholder Engagement 

• Act as a finance business partner to senior leaders and non-financial managers, translating financial data into meaningful insights.
• Lead the resolution of complex queries from business units, JDE, and procurement processes.
• Collaborate cross-functionally to ensure smooth financial operations, transparent communication, and strategic alignment. 
• Contribute to finance team development, knowledge sharing, and process documentation.
• Promote a high-performance culture by modeling leadership behaviors, delivering results, and driving innovation. 

Competencies    

• Business acumen & financial insight 
• Strategic thinking & analytical ability 
• Strong interpersonal and stakeholder management skills 
• Excellent written and verbal communication 
• Drive for results & innovation 
• Risk awareness & governance 
• Ability to work under pressure and manage complexity 

Deadline:15th August,2025