Fresh Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.
• Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurized servicing environment. In addition, you will be responsible for accurately processing client instructions (already performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.
• As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, digital portal.

Requirements    

• Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
• Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
• Knowledge and experience of digital capabilities will be an advantage.
• Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
• Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
• Grade 12 or equivalent with Maths and/or Accounting.
• Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
• Momentum Investments product, process, procedure, and system knowledge will be an advantage.
• Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
• Dual-screen navigation and typing skills at an advanced level.
• Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
• Extensive financial services industry knowledge.
• Sound knowledge of client service policies, procedures and processes.
• Knowledge of business-related rules and regulations.
• Knowledge of relevant regulatory and compliance requirements.
• Knowledge of the operational running of call and service centers.
• Relevant product knowledge.
• Knowledge of complaints handling processes and procedures.

Duties & Responsibilities    

• Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
• Maintain a consistent differentiated client experience within a pressurized, fast-paced and deadline driven environment.
• Compose thoughtful, personalized telephonic and/or email responses for a variety of client needs.
• Maintain client confidentiality, at all times.
• Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
• Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
• Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
• Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
• Support the team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
• Adhere to product, legislative and compliance processes, and procedures at all times.
• Adhere to Client Centric and Treating Customers Fairly Principles.
• Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
• Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
• Make active daily contributions to help achieve team goals, targets, and successes, taking co- responsibility for the team’s deliverables as a collective team.
• Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
• Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
• Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
• Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
• Live the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.

Competencies    

• Passionate about service and service excellence - with a “will do, can do” attitude – demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
• Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
• Has the ability to work well both under supervision as a member of a team, as well as independently.
• Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organization and relating well to individuals at all levels.
• Highly organized, professional, efficient and effective, with a sense of urgency and excellent time management.
• Very high attention to detail and quality work output.
• Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Group’s affairs.
• Resilience and adaptability – the ability to overcome obstacles and delivers results by showing tenacity, coping with pressures and setbacks by working productively in a stressful environment.
• Adhering to Principles and Values - upholding ethics and values, acting with integrity and embracing diversity.
• Presenting and communicating information - speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
• Analyzing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.

Deadline:25th November,2025

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Role Purpose    

• Assist walk in clients with FundsAtWork Retirement claim process administration and the capturing of beneficiary nominations.

Requirements    
Experience and Qualifications

• Matric qualification or equivalent
• At least 1 year administration and data capturing experience
• Intermediate MS Excel skills
• Employee Benefits experience will be an advantage.

Duties & Responsibilities    
The incumbent will be co-responsible for the following:

• Assist walk-in clients with queries and completion of relevant documents.
• Respond to and resolve basic enquiries within agreed service level agreement.
• Update the walk-in client register daily.
• Develop a thorough understanding of the various departments within Momentum Corporate to effectively direct enquiries to the appropriate teams when necessary.
• Maintain a high standard of professionalism and deliver exceptional customer service when engaging with stakeholders.
• Provide a service in respect of handling queries and stakeholder interactions in a manner that upholds the principles and desired outcomes of Treating Customers Fairly (TCF).
• Capture beneficiary details on member profiles and liaise with relevant stakeholders to ensure the correct information is provided.
• Provide administrative support to the team by accurately indexing documents.

Competencies required

• Attention to detail.
• Time management skills.
• Communication skills.
• Planning skills.
• Interpersonal skills.

Deadline:26th November,2025

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Role Purpose    

• To provide high quality professional and effective administrative, operational and secretarial support services to the Medical Advisors , the Scheme, internal senior management and all other operational departments in the organisation (Momentum Metropolitan).

Requirements    

• Matric.
• Tertiary qualification Business Management/Business Administration/Business Analysis or related field.
• Strong communication skills (verbal & written).
• Good negotiation skills.
• Strong people management skills.
• Quality orientation & attention to detail (essential).
• Minimum of 3 years in a client relationship management environment.
• Minimum of 3 years in a medical aid administration environment and understanding the GEMS model will be an advantage.
• Ability to build and maintain sound relationships.
• Report writing & presentation skills (essential).
• MS office knowledge (Word, Excel, Power-Point, Outlook).
• Sound administrative background (essential).
• Excellent time management skills.
• Ability to work effectively in a fast-paced environment.
• Ability to work under minimal supervision.
• Ability to work under pressure including after hours.
• Willingness to travel (Scheme engagements) nationally.
• Valid driver's license and a reliable own vehicle.
• Understanding of the Medical Scheme regulatory/legislative environment including sound knowledge of the Medical Scheme Act and interpretation of the GEMS Scheme Rules.

Duties & Responsibilities    

• Provide administrative support services to the Medical Advisors for the purposes of assisting with the smooth management of the Scheme.
• Support Scheme officials by being a liaison between the Scheme and MH.
• Support the MH Medical Advisory Services team in reporting their focus areas to the Scheme, monthly quarterly and adhoc as required.
• Perform secretariat function for meetings including, effective planning and organisation of meetings, preparation of agendas, accurate capturing of minutes and action items.
• Follow up on action items to ensure that all stakeholders perform in accordance to the agreed timeframes/timelines.
• Maintain effective records and administration.
• Manage, track and report on the demand tracker to ensure timeous response and resolution of all Scheme queries, requests and enquiries.
• Prepare, review and circulate memorandums.
• Ensure memos, mandates and directives are submitted and followed up in accordance to contractual obligations.
• Plan, arrange and support logistical and administrative requirements for Scheme meetings, Scheme site visits, AGMs, Symposiums and all other Scheme engagements as communicated from time to time.
• Co-ordinate the submission of all Scheme documentation by all relevant parties internally and externally including, senior management, SPN and Scheme officials timeously.
• Keep up-to-date on all legislative changes and amendments impacting the Scheme.
• Cascade to internal departments the Scheme's communication, requests, concerns and recognition.
• Support the Scheme with stakeholder engagements by attending those events and managing queries from members/ providers on behalf of the Scheme.
• Travel nationally to the Scheme's engagements as required from to time.
• Communicate to ensure query resolution and SLA compliance with all internal stakeholders regardless of their level of influence.
• Understanding of the Scheme Rules, Service Level Agreements as well as the contract between the MH and the Scheme.
• To ensure that feedback regarding operational investigations undertaken is made available to relevant stakeholders. Breakdown in service levels is done to make recommendations for action internally and/or externally.
• Knowledge and understanding of the coordination and maintenance of the SOPs (Standard operational procedures) in line with the Scheme, the organisation & the SPN requirements.

Competencies    

• Business acumen
• Client/Stakeholder commitment
• Results driven
• Leads change and innovation
• Motivating and inspiring team
• Cost containment
• Collaboration
• Impact and influence
• Self-awareness and Insight
• Diversity and inclusiveness
• Growing talent

Deadline:27th November,2025

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Role Purpose    

• The purpose of this role is to perform actuarial product development tasks as well as product and risk management of all retail risk products for Myriad. The incumbent will form part of the team responsible for: Product design, setting the risk management framework, product pricing, system design and testing, maintaining existing products so that the range is competitive in the chosen client segments, suitable for the chosen distribution channels and meets the Group's profitability targets.

Requirements    
Experience and Qualifications

A combination of the following qualifications and experience:

• All A100 and A200 level exams
• Further exams will be advantageous
• Honours degree in Actuarial Science is advantageous
• 3 – 5 years work experience 
• Proficient in MS Office Packages (MS Outlook, MS Word, MS PowerPoint, MS Excel)

Experience in the following areas will be advantageous:

• Retail life insurance product development
• Retail life insurance valuations

Experience in the following programming languages will be advantages:

• Prophet
• SQL.
• SAS
• VBA
• Python
• R
• Java

Duties & Responsibilities    

• Development, pricing and design of new products.
• Ensuring a quality interaction and relationship with all stakeholders.
• Collaboration with all the other relevant stakeholders (internal and external) such as valuations, claims, underwriting, reinsurance partners, etc.
• Understanding and using actuarial models both in terms of the regulatory and commercial environment.
• Contributing towards projects, initiatives, queries and team initiatives.
• Assisting marketing teams with product and pricing expertise.
• Assisting sales channels with the development of sales strategies.
• Design and testing of various administrative systems and processes.
• Living the Momentum group values namely Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
• Driving and controlling successful implementation of product suite initiatives through to delivery including:  
•  Providing useful product and market insights to the segment businesses;
• Benefit design, basis setting and pricing
• Close liaison and input into underwriting, enrolment and claims departments
• Setting up of all administration, systems, legal and other required processes to deliver the product to market
• Developing a close working relationship with the key distribution channels to ensure buy in to all products initiatives
• Providing technical input and oversight of the product specific aspects contained in Client Facing Documents e.g. the User Guide and Contract.
• Ongoing monitoring and maintenance on each of the products in the range including: 
• Monitoring sales volumes and experience in order to propose corrective actions and identify opportunities
• Special quotes and queries
• Building relationships and interacting with other disciplines in the organisation to ensure proactive management actions are taken
• Underwriting (including claims), Valuation and Investment management;
• Applying health insights in mortality and morbidity to improve client value as well as the profitability of Client Value Propositions

Competencies    

• High degree of self-motivation and can work independent of supervision
• Innovative
• A focus and understanding of customer needs
• Comfortable when working in a team
• Analytical and conceptual thinking
• Self-confidence
• Attention to detail

Deadline:26th November,2025

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Role Purpose    

• To provide specialist and accurate death benefit claim decisions, through assessing client’s information as well as medical information aligned to the product and policy agreement.

Requirements    

• Matric / Grade 12
• Relevant business-related qualification.
• Relevant Insurance/Financial services Industry, applicable regulatory requirements and legislations knowledge and experience.
• Minimum of 5 years’ experience in life insurance claims (preferred).
• Knowledge of medical terminology (preferred).

Duties & Responsibilities    

• Assist with development and execution of an industry renowned claims assessment methodology across the Death benefit portfolio through continuous development based on current best industry and company practices and technological enablers.
• Ensure that assessment methodology and execution is in line with legislation and best practices within the financial management field in order to optimise the claims assessment service offering and delivery.
• Familiar with the regulatory framework, insurance related court decisions and/or determinations by regulatory bodies, governing bodies etc. that could impact the way claims are processed or handled.
• Complete quality industry assessments within the required service levels aligned to product and policy requirements.
• Partner and collaborate with both internal and external stakeholders, not limited to product development, underwriting, medical officer, reinsurance partners to improve claims assessment and client experience.
• Assist with continuous improvement efforts through the identification of opportunities, cost reduction, improvement on the quality of claims decisions and systems enhancement.
• Embed and apply tools that allow for more efficient decision making, processing and risk management capabilities.Providing insight, knowledge, assistance and provide testing support where necessary as part of the development and maintenance of all claims systems to improve quality and efficiency.
• Assist with the review of all claims policies, practices, forms and documentation to ensure that our risk management standards are met and aligned to relevant product changes and legislative updates.
• Ensure delivery of timeous and consistent claims assessment feedback to clients by managing and maintaining workflow and service level standards.
• Assist with the delivery of accurate and timeous reporting, analysis and insights where required, and implementation of findings into the execution of claims assessment to improve the client experience and risk management.
• Incorporate internal assessment feedback into the enhancement of daily business processes and management operating systems.
• Provide factual, logical, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients, internal and external stakeholders.
• Deliver on service level agreements with all stakeholders to ensure that client expectations are met and managed.
• Make recommendations to improve client experience 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.
• Ensure compliance to regulatory Treating Customer Fairly outcomes.
• Develop and maintain productive and collaborative working relationships with peers, team members 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.
• Responsible to manage, identify and mitigate risk through the adherence of the claims process.
• Identify to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment/management
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Communication skills
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Adopting Practical Approaches
• Analytical
• Planning
• Judgement and Decision making
• Time Management
• Attention to Detail
• Following Procedures
• Managing Tasks and Setting goals
• Upholding Standards
• Strong Team player
• Cross team collaboration

Deadline:28th November,2025

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Role Purpose    

• Support the delivery of high-quality business and technology solutions by assisting in the design, execution, and maintenance of automated and manual tests. The role focuses on building foundational test automation functionality, ensuring accuracy and stability in solution delivery, and contributing to a culture of quality across the team.

Requirements    
Qualifications and Experience

Minimum Requirements:

• Diploma or Degree in Information Technology, Computer Science, or related field.
• 1–3 years of experience in software testing (automated).
• Basic experience or exposure to test automation tools (e.g., Selenium, Cypress, Browserstack, Katalon,  Playwright, JUnit, TestNG).
• Fundamental SQL knowledge (ability to write and execute simple queries).
• Good understanding of the software development lifecycle (SDLC) and agile methodologies.

Preferred:

• ISTQB/ISEB Foundation certification in Software Testing.
• Exposure to REST API testing and tools like Postman or SOAP UI.
• Basic knowledge of version control (Git) and CI/CD environments (Jenkins, GitLab CI, Azure DevOps).
• Experience in the financial services or investment industry is advantageous.

Duties & Responsibilities    
The Junior Test Automator will work under the guidance of Senior QA and development team members to support testing activities across the software delivery lifecycle. Responsibilities include:

Test Preparation and Planning

• Assist in analysing user stories, requirements, and acceptance criteria to prepare test scenarios.
• Contribute to defining quality standards within sprints and ensuring alignment with the team.
• Maintain and update test documentation, including test cases and test data sets.

Test Execution and Automation

• Execute manual test cases to validate system functionality, data accuracy, and integration points.
• Develop and maintain basic automated regression test scripts with guidance from senior team members.
• Support continuous integration (CI) and continuous testing (CT) efforts by executing automated test suites.
• Verify test results, raise and retest defects, and track them through resolution.

Quality Assurance and Collaboration

• Participate in daily stand-ups, sprint reviews, and backlog refinement sessions.
• Work closely with developers, business analysts, and senior testers to ensure consistent quality practices.
• Provide input on test improvements and contribute to the team’s QA ways of working.
• Participate in test reviews and demonstrate understanding of test results to stakeholders.

Continuous Improvement

• Learn and apply modern test automation frameworks and tools.
• Contribute to improving test coverage, reliability, and speed through automation.
• Keep up to date with QA trends and participate in the MIIT Quality Centre of Practice (COP) discussions

Competencies    
Competencies and Skills

Technical Skills:

• Basic knowledge of testing frameworks and tools.
• Understanding of automation principles and scripting logic.
• Ability to interpret business requirements and translate them into test scenarios.

Behavioral Skills:

• Strong attention to detail and analytical thinking.
• Willingness to learn and adapt to new tools and practices.
• Team player with good communication and collaboration skills.
• Ability to manage time effectively and meet deadlines.
• Curious, proactive, and solution-oriented mindset.

Growth and Development

• This role provides an opportunity to build foundational skills in both automated testing within a complex IT environment. The successful candidate will be mentored by senior test analysts and technical leads, gaining exposure to end-to-end quality assurance processes across Momentum Investments' Annuities domain.

Deadline:27th November,2025

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Role Purpose    

• The purpose of this role is to develop, maintain and execute the best practice framework within FundsAtWork and Group Insurance (FAWGI) for technical marketing, to ensure the maintenance and sustainable growth of the FAWGI business within Momentum Corporate, through technical support to the Corporate Distribution channels, as well as close collaboration with the pricing and product development teams. The role will include the strengthening and developing new relationships with our clients (intermediaries and employers) and broadening the reach of our distribution footprint. The role will also include the management of the technical marketing and technical pricing team.

Requirements    
Experience and Qualifications

• Nearly qualified/qualified actuary or suitable business/consulting related qualification with 5 years or more relevant experience.
• Employee benefit experience (retirement and group insurance) with exposure to clients (employers, employees, intermediaries, advisory bodies).
• Technical marketing experience.
• Consulting and sales experience will be advantageous.

Duties & Responsibilities    

• Provide product and pricing expertise to clients and stakeholders by supporting the Momentum Corporate Distribution channels.
• Technical pricing assistance, guidance and sign-off for FAWGI pricing (insurance, administration, and investment fees) within the authorisation matrix.
• Management, collaboration, and maintenance of the marketing strategy with the marketing team for FAWGI.
• Assist the tender management in the completion of Request For Proposals for new business.
• Contribute to product development and management through providing inputs from own expertise, as well as client and stakeholder feedback.
• Achieving the overall financial objectives of FAWGI.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Representation, training, and attendance of advisory body meetings of large participating employers on FAW and provide feedback.
• Oversee development of tools and calculators for clients to demonstrate the value of our solutions.
• Develop and implement strategies to increase transformation and number of supporting brokers within FAWGI.
• Provide competitor analyses and comparisons of products in the market.
• Build presentations required for launching, training and new business to internal stakeholders, intermediaries, clients, and media.
• Assist the FAW Investments and Momentum Investments team with presentations.
• Drive own performance and development keeping up to speed with latest knowledge and trends.
• Provide regular reports on delivery of services and in terms of overall targets.
• Identify opportunities to leverage off strategic relationships and alliances to build new channel, distribution, or growth opportunities in partnership with key stakeholders and product owners.
• Craft, implement and monitor service practices that meet business needs whilst simultaneously supporting the broker channels to grow their client base.
• Track and address product development related complaints and identify trends and major issues to be addressed.
• Drive research and monitoring of the industry, target market, technologies, and competitors, including a SWOT analysis, to identify opportunities for new and innovative products.
• Contribute to cross-selling and collaboration opportunities across the value chain and various businesses.
• Ensure alignment of technical marketing initiatives with the broader Momentum Corporate and Group strategy, including Impact Strategy and transformation objectives.
• Leverage data analytics and market intelligence to inform technical marketing strategies, product positioning, and intermediary engagement.
• Collaborate with digital and technology teams to enhance digital tools, platforms, and client engagement strategies that support technical marketing and intermediary enablement.
• Lead, mentor, and develop a high-performing technical marketing team, fostering a culture of innovation, accountability, and continuous learning.
• Ensure compliance with regulatory requirements and internal governance standards in all technical marketing and pricing activities.
• Drive collaboration across Momentum business units (e.g., Health, Investments) to ensure integrated value propositions and maximize cross-sell opportunities.

Competencies    

• Business Acumen.
• Product and Business Knowledge.
• Business Consulting.
• Accountability.
• Decision making and problem solving.
• Excellent communication skills.
• Client relationship management and networking.
• Stakeholder engagement and management at all levels.

Deadline:5th December,2025

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Role Purpose    

• Apply statistical and predictive modelling techniques to extract insights, identify trends, and support data-driven decision making, with potential to extend analysis into artificial intelligence (AI) and machine learning (ML) applications. The Senior Data Analyst will serve as the technical lead for the data analytics function, ensuring analytical accuracy, methodological consistency and data integrity across all outputs.
• The role focuses on advanced analytics, statistical modelling, and data visualization to provide actionable insights to inform business strategies. This role collaborates closely with the BI manager to validate models, verify results and deliver actionable insights that inform business strategies and reporting.

Requirements    
Qualification(s)

• B Degree in Data Science, Computer Science, Business Analytics, Statistics, Engineering or equivalent quantitative qualification.
• Postgraduate qualifications or master’s degree in quantitative discipline are advantageous.
• Certification in data analysis, machine learning or visualization tools is an advantageous.

Knowledge

• Advanced statistical theory (probability, inferential statistics, experimental design).
• Strong understanding of predictive modelling, data science and machine learning concepts.
• Understanding financial and operational performance metrics and their analytical application.
• Familiarity with data environments, data warehouse and enterprise data structures.
• Knowledge of business intelligence and data analytics systems, methodologic sand processes.
• Knowledge of financial service industry.
• Working knowledge of data governance and data quality standards.

Skills

• Proficient in Python, R, or statistical tools like SAS / STATA for statistical modelling and predictive analytics (pandas, scikit-learn, tidyverse, etc.).
• Strong SQL for data extraction, transformation and validation.
• Expertise in Power BI or Tableau for visualisation and storytelling.
• Excellent analytical thinking and problem-solving.
• Ability to translate data into actionable business insights for non-technical audiences.
• Strong communication and presentation skills.
• High attention to detail and commitment to data integrity.

Experience

• Minimum of 7 years of relevant experience in data analysis, statistical modelling, or applied analytics, preferably in the Financial Services / Healthcare industry.
• Proficiency in statistical analysis tools (e.g., R, Python), data visualisation tools (e.g., Power BI, Tableau), and SQL.
• Proven track record in developing, validating and operationalising predictive models.
• Experience working with large-scale enterprise datasets and BI platforms.
• Demonstrated ability to verify, review and quality check analytical work completed by junior team members.
• Exposure to cloud-based analytics environments is advantageous (Azure ML, Databricks, or Azure synapse analytics).

Duties & Responsibilities    
INTERNAL PROCESS:

• Technical Leadership: Provide analytical direction and quality assurance for the team of data analysts by reviewing methodologies, verifying statistical results, ensuring accuracy and consistency in all analytical outputs.
• Data Analysis: Collect, process, and analyse large datasets from multiple sources (claims, policies, operational or customer data) to support data-driven decision making.
• Statistical Modelling: Develop and apply statistical and predictive models (regression, clustering, hypothesis testing, and forecasting) using Python, R or statistical tools like SAS / STATA.
• Model Deployment: Operationalise and deploy analytical and predictive models into production environments, dashboards or APIs in collaboration with BI Developers and IT teams, ensuring scalability, monitoring and version control.
• Data Visualisation: Translate analytical results into clear and actionable insights and present them using data visualisation tools (Power BI, Tableau).
• Reporting: Prepare comprehensive analytical reports and executive dashboards that summarise key findings, trends and recommendations for business stakeholders.
• Data Quality Assurance: Conduct validation and verification of datasets to ensure data completeness, consistency, and integrity prior to modelling or reporting.
• Collaboration: Work closely with BI developers, IT teams, actuaries, and other business stakeholders to define analytical requirements and integrate models into dashboards, reports and automate recurring analysis.
• Documentation: Maintain clear and detailed documentation of analytical processes, model logic, datasets and results for transparency and reproducibility.
• Continuous improvement: Contribute to enhancing analytical frameworks, dashboards, and methodologies under the direction of the BI manager, driving innovation and best practice in analysis.

CLIENT:

• Provide expert analytical support and advisory input to internal business stakeholders.
• Translate complex data findings into clear, actionable insights that support operational and strategic decision making.
• Collaborate with business units and BI manager to ensure analytical outputs align with business priorities and reporting needs.
• Partner with the Senior Data Analyst to ensure models, metrics and dashboards align with analytical and business reporting needs.
• Validate and cross-check data and analytical deliverables to ensure accuracy and consistency before stakeholder presentations.
• Present analytical findings through visualisation, reports, and presentations that are accessible to both technical and non-technical audiences.
• Support the BI manager during stakeholder engagements by preparing analysis, explaining methodologies and providing data driven recommendations.
• Maintain professionalism, analytical integrity, and confidentiality when handling business critical information.

PEOPLE

• Lead a team of data professionals and maintain a high impact culture.
• Act as technical mentor and subject matter expert, guiding junior analysts in statistical methods, data storytelling, and visualisation best practices.
• Share knowledge, analytical techniques, and tools that enhance team’s collective analytical capability.
• Support the BI manager in cultivating a collaborative and insight driven team culture.
• Promote continuous learning and professional growth by staying current with new analytical methods, tools and technologies.
• Foster teamwork and open communication by contributing to regular knowledge sharing sessions and analytical reviews.
• Demonstrate accountability, professionalism and proactive approach to problem solving in all interactions.
• Encourage innovation, adaptability, and analytical curiosity within the analytics function.

FINANCE

• Deliver high-quality analytical outputs that supports financial planning, forecasting and performance tracking,
• Conduct data driven analyses to identify cost drivers, efficiency opportunities and revenue improvement areas.
• Validate financial and operational data used in dashboards, reports, and business reviews to ensure accuracy and reliability.
• Provide analytical insights that assist management in evaluating business performance and investment outcomes.
• Support the BI manager in preparing financial dashboards, KPI’s and executive reporting packs for decision making.
• Ensure compliance with internal data standards, governance, and confidentiality requirements when handling financial information.

Competencies    

• Examining Information
• Developing Strategies
• Directing People
• Interpreting Data
• Articulating Information
• Valuing Individuals
• Providing Insights
• Challenging Ideas
• Attention to detail

Deadline:28th November,2025

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Role Purpose    
What will your story be?

• The journey to your future starts here! Embark on an exciting journey with Momentum Investments, where passion, pride, and a drive for execution are at the heart of everything we do. At Momentum Investments, it’s personal. We are deeply invested in our clients' journeys and in nurturing the next generation of investment professionals.

Requirements    
Ideal Qualifications:

• Bachelor’s degree in Investment Management, Business management or Actuarial Science,
• Relevant Honours degree would be advantageous

Our Culture:

• Our environment is fast-paced and intellectually stimulating. We value diversity, innovation, and a commitment to excellence. This is your opportunity to pursue your passion or discover a new one. We look forward to meeting you and helping you shape your future in the world of investments.

Duties & Responsibilities    
Why Join this 2026/2027 Internship?

• Dynamic Rotations: Experience a comprehensive 13-month program (March 2026 – April 2027) with rotations across various departments, including front, middle, and investment administration. Gain exposure to multiple facets of the investment world and learn from top- tier experts in each area.
• Hands-On Learning: Engage in on-the-job training complemented by theoretical learning, leading to a Financial Markets Practitioner qualification through ASISA and This blend of practical experience and theoretical foundation will set you up for a successful career in investments.
• Impactful Projects: Contribute to challenging and impactful business and research projects that make a real difference.
• Professional Development: Benefit from professional and personal development opportunities, including mentorship, workplace skills training, and more.

Competencies    

Skills and Attributes:

• We seek candidates with excellent communication and presentation skills, strong quantitative abilities, a passion for investing, and a relentless drive for excellence

Deadline:2nd December,2025

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Role Purpose    

• Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability, To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures.

Requirements    

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English
• Driver's license (desirable)

Duties & Responsibilities    

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies    

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Deadline:1st December,2025

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Role Purpose    

• The role incumbent will perform desktop investigations into allegations of fraud, waste, and abuse within the medical aid industry. Must be willing to travel on behalf of the office when required. 

Requirements    
Formal Qualifications

• Matric certificate.
• Degree in Forensics, Compliance, Accounting, Investigations and Forensic Accounting, Commerce, Auditing or Forensic Auditing.

Specific licensing or registration

• ACFE certification is advantageous.

Knowledge

• Forensic Investigations.
• MS Excel.
• Report writing.
• Medical Industry knowledge (Advantageous).

Skills

• An ability to analyse and interpret large amounts of complex data in Excel.
• Strong time management skills.
• Proven and exceptional organising and coordinating skills.

Experience

• At least 0 - 3 years forensic or investigative experience (commercial and/or desktop).

Duties & Responsibilities    
Process

• Performing (desktop) investigations into allegations of fraud, waste, and abuse using outputs of large data sets from MS Excel and other applications.
• Conducting investigative interviews with scheme members, healthcare service providers, members and other third parties to validate findings.
• Interpreting collected data and compiling comprehensive case reports using Ms Word.
• Reporting cases to the relevant Regulatory Bodies or to SAPS.
• Preparing; indexing and paginating investigation packs to be assigned to legal; the Filed Investigators or Regulatory bodies.

Client

• Build and maintain relationships with clients and internal and external stakeholders.
• Perform duties within defined turnaround times.
• Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Continuously monitor case investigation turnaround times and the quality of written reporting
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive expected service levels at the expected standard.
• Provide management with relevant information to assist with managing client query processes.

People

• Continuously develop own expertise in terms of industry and forensic investigations.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.

Finance

• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.

Competencies    

• Checking Things: Is meticulous in finding errors, ensures accuracy by being thorough and checking details, produces high quality work by being detailed.
• Following Procedures: Conforms and adheres to rules, closely follows instructions and procedures, minimises risks by sticking to processes.
• Upholding Standards: Behaves ethically and justly, is discreet and maintains confidentiality, meets commitments by acting with integrity.
• Examining Information: Analyses and processes information, asks probing questions, strives to find solutions to problems.
• Documenting Facts: Writes fluently when documenting facts, understands arguments logically, focuses on finding facts.
• Interpreting Data: Interprets data rationally by quantifying issues, applies technology as a means to evaluating data, evaluates information objectively.
• Conveying Self-Confidence: Is self-assured and projects inner confidence, determines own future values and own contributions.
• Showing Composure: Stays calm and relaxed during events, is not worried and tolerates stress levels, is composed in dealing with pressure

Deadline:2nd December,2025

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Role Purpose    

• This role is key in ensuring Momentum Group lives up to its purpose of building and protecting our clients’ financial dreams. The Service Specialist plays a vital role in bringing this to life by offering caring, efficient, and high-quality service. Being there for our clients – whether they are direct clients, advisers, or adviser assistants – and making sure their queries and concerns are resolved with understanding and care, the first time around.

Requirements    

• Grade 12 or equivalent (with Mathematics and/or Accounting).
• Minimum two to three years’ experience in the Investment, Insurance, or Financial Services industry.
• Strong background in administration and client servicing.
• Knowledge of Momentum Investments products, systems, processes, and procedures is advantageous.
• Advanced computer literacy with ability to navigate dual screens and type efficiently.
• Knowledge of digital tools, system troubleshooting, and issue resolution.
• Familiarity with compliance frameworks and legislation within the financial services industry.

Duties & Responsibilities    
Client Orientation

• Handle incoming calls, emails, and transactions that are easily finalised from clients.
• Provide accurate information on products, services, and processes.
• Resolve client complaints and escalate where necessary to relevant stakeholders.
• Apply the HEAT methodology (Hear them out, Empathise, Apologise, Take ownership), withevery interaction.
• Identify recurring client pain points and take ownership in resolving them.
• Suggest solutions to improve client experience and service excellence.
• Adhere to security and privacy protocols, consistently when dealing with client information.

Client Communication

• Use professional business language (no slang).
• Communicate precisely, avoiding jargon, and provide clear timelines.
• Close the communication loop to ensure client queries are resolved.
• Demonstrate excellent verbal and written communication skills.

Collaboration with Teams

• Work with other service teams to enhance overall client satisfaction.
• Collaborate with technical teams to troubleshoot issues and provide system feedback.
• Share insights on interactions to identify trends.
• Contribute to a qualitative way of work by identifying and reporting errors or inconsistencies- to improve client satisfaction.

Performance and Monitoring Trends

• Support management and report system errors (e.g., Vitel issues, CCF errors) and log Jiraswhere required.•Adhere to all the key performance indicators (productivity, rework rate, SLA etc.) for the role.

Training and Knowledge Sharing

• Share best practices and insights with colleagues.
• Utilise Knowledge Owl to ensure knowledge retention.

Competencies    
Critical Thinking and Problem-Solving

• Analyse complex queries, take ownership of acknowledging the matter, and, where necessary, refer to the relevant stakeholders for further assistance.
• Identify recurring calls for similar matters and take ownership to resolve matters.

Attention to Detail and Accuracy

• Maintain meticulous standards when dealing with calls, emails andtransactions (chats).
• Every interaction needs to be dealt with the same level of consistency, embedding our values that we are obsessed with how we make our clients feel.
• The quality of our work needs to be accurate and adhere to our standard work rules and processes.

Adaptability to Technology

• Confident in using digital platforms and software.
• Quick to learn new systems and tools.

Industry and Process Knowledge

• Familiarity with investment, insurance, and financial services processes.
• Understanding of relevant legislation and terminology (POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS).

Time Management and Organisation

• Be open to a shift rotation (08:00-17:00).
• Ability to manage multiple systems at a time.
• Timekeeping is essential- be at your workstation at least five minutes before your shift starts to check all your systems.

Deadline:27th November,2025