Fresh Roles at Momentum

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 long-term viability.

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
• 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)

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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 long-term viability.

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
• 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)

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Role Purpose

• The incumbent is responsible for the Unitisation of all funds administered by Momentum Retirement Administrators.

Requirements

• B Com degree or equivalent qualification.
• 3-4 years relevant experience.
• Knowledge of retirement fund industry, stock exchange and financial markets.
• Knowledge of Unitisation system and Microsoft applications.
• Knowledge of client support services.
• Mathematical degree will be an advantage.

Duties & Responsibilities 

INTERNAL PROCESS

• Unit price calculation and update Member Administration System.
• Daily investment and disinvestments to and from Asset managers.
• Import daily cash flows from administration system.
• Import market values from stadium and maintain growth variances.
• Internal transfers of cash between bank accounts.
• Rebalancing of funds within predefined rules.
• Maintain percentages on system between funds and sub-funds.
• Daily reconciliation of outstanding cash flows.
• Releasing of transition products.
• Cash flow reporting.
• Liaise with Investment Consultants of all Funds.
• Compile asset liability matching reports and totals for unitised funds.
• Maintain the structure of new funds on the unitisation system.
• Presentation of results (unit prices)and explanation of unit price movements at InvestmentCommittees of Funds.
• Calculate factors and convert to unit prices for bonus declarations and smoothed bonuses.
• Ensure correct update of Inet & Bond Exchange price feeds.
• Maintain provision for asset manager fees, performance fees and provision for interest calculations.

CLIENT

• Resolve client queries within agreed timeframes.
• 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 internal and external stakeholders and clients.
• Make recommendations to improve client service within area of responsibility.
• Participate and contribute to a culture which build rewarding relationships, facilitates feed back and provides exceptional client service.

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.
• Take ownership for driving career development.

FINANCE

• Contribute to identifying solutions to enhance cost-effectiveness and increase operational efficiency within the area.
• Manage financial and other company resources under your control with due respect.

Competencies

• Examining Information: Analysing and processing information, asks probing questions, strives to find solutions to problems.
• Interpreting Data: Interprets data rationally by quantifying issues, applies technology as a means to evaluate data, evaluates information objectively.
• Providing Insights: Is focused on continuously improving things, provides insights by identifying key issues, makes intuitive judgments.
• Meeting Timescales: Is target-focused and meets deadlines, is punctual and keeps to schedule, is reliable in finishing tasks.
• Checking Things: Is meticulous in finding errors, ensures accuracy by being thorough and checking details, produces high quality work by being detailed.
• Upholding Standards: Behaves ethically and justly, is discreet and maintains confidentiality, meets commitments by acting with integrity.
• Producing Output: Is focused on activity and works quickly, keeps busy and maintains productivity, is comfortable multi-tasking to produce output.
• Taking Action: Takes action to make things happen, uses initiative to start things up shows drive and invests personal energy.

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Role Purpose

• Ensure the effective Relationship Management of existing contractual relationships.

Requirements

• 3-5 years’ relevant experience in the financial services industry, particularly understanding of lower income market products and client needs
• 2 years’ experience in the management of complex projects in the financial services industry
• Excellent presentation and negotiation skill

Skills

• Influencing and persuasion skills
• Relationship building and networking
• Interpersonal skills
• Presentation skills
• Communication skills

Duties & Responsibilities
INTERNAL PROCESS

• Ensure the effective Relationship Management of existing contractual relationships
• Implement the effective nurturing, retaining and leveraging of existing contracts in order to drive sales penetration
• Implement the market access strategy for existing and new markets for both face-to-face and digital channels in line with the operating model
• Conduct analyses of existing key accounts (unions etc.) at a national and provincial level and then make recommendations on the strategic or tactical direction going forward and then implement in collaboration with the Channel sales staff
• Manage existing key relationships and key stakeholders and ensure that these are retained and maximized
• Provide inputs to the prioritisation of potential new worksites in the context of the regional strategy
• Oversee the development and execution of marketing plans and activation events to launch and entrench our presence in existing markets
• Oversee and/or provide inputs to a sponsorship/activation approach for existing markets
• Provide regular report on performance of key accounts to the  relevant stakeholders
• Measure and report on the success of events and the ROI of money spent in a particular market
• Involve channel representatives in the negotiations, ensure that relationships are then handed over to the right people and at the right time
• Drive a client centric environment that focuses on best practice service delivery

Competencies

• Developing Expertise
• Articulating Information
• Developing Strategies
• Seizing Opportunities
• Interacting with People
• Pursuing Goals

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Role Purpose

• The role of the part-time Occupational Health Nurse is to provide a comprehensive occupational healthcare programme to clients, whilst adhering to all legal requirements, 3 days per week.

Requirements

• A National Senior Certificate is essential
• Degree / Diploma in Occupational Health Nursing is essential
• Certificates in Audiology, Spirometry and Vision screening are essential
• A valid Dispensing certificate is essential
• Valid driver's licence and own insured vehicle is advantageous
• Must be registered with the South African Nursing Council (SANC) with additional qualification in Occupational Health Nursing
• Valid registration with the South African Society of Occupational Health Nurses (SASOHN)
• Minimum of 3 - 5 years’ experience in Occupational Health Nursing is essential
• Have a good understanding of the Health & Safety Act and relevant legislation
• MS Office / Office 365 proficiency

Duties & Responsibilities

• Implement and evaluate a risk-based medical surveillance programme which includes pre-employment, baseline, annual, transfers and exit medical screening.
• Implement, manage and monitor activities relating to occupational safety, health and waste.
• Manage, administrate, report and follow-up of Injury on Duty cases according to the employers’ policies and procedures.
• Respond to medical emergencies within scope of practice.
• Assist with worker integration into the workplace after prolonged absence.
• Recognise chronic disease early and manage these conditions to ensure productivity.
• Consultation, counselling and/or referral of employees when needed.
• Provide a consultancy and advisory service to line management and client employees on occupational health matters such as absenteeism management and sick leave follow-ups.
• Compliance with all legislation relating to occupational health.
• Investigate client queries within the agreed service level and escalate to the relevant stakeholder where necessary, and ensure timeous feedback is provided.
• Identify, analyse and monitor trends relating to specific hazard exposures and ensure preventative measures are implemented.
• Participate in internal and external audits.
• Oversee and assist with ordering, housekeeping and maintenance of the occupational health service and occupational health service equipment.
• Various administrative functions such as data capturing, as well as document and record management, to ensure confidentiality, continuity, accessibility and legibility.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.

Competencies

• Attention to detail
• Excellent written and verbal communication skills
• Ability to build good rapport
• Excellent listening skills
• Ability to work independently
• Empathetic and compassionate nature
• Ability to work under pressure
• Ability to plan, organise and coordinate

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Role Purpose

To enable the Momentum Consultants and Actuaries’ Employee Benefits Consulting and Actuarial business growth strategy through ongoing client and consultant engagement. To take a leading role in creating and participating in direct business development initiatives and the development of the overall consulting strategy applied nationally. To drive cost efficiencies and growth, through refined Client Value Propositions (CVP) for the overall growth of the business. To embrace and promote the group’s vision to build and protect our clients’ financial dreams.    

Requirements

• Relevant Bachelor’s Degree
• Professional qualification (CFP®, CA, Actuary, CFA, legal etc)
• RE1 and RE5
• At least 10 years’ experience within an employee benefits environment of which at least 5 must be in a management oversight role
• Relevant retirement fund and/or employer solutions experience
• In depth understanding of local financial laws, practices and regulatory requirements.

Duties & Responsibilities 

STRATEGIC

• Provide strategic direction to the business and the team to drive the digital transformation agenda of the business, delivering fit-for-purpose and future-fit solutions.
• Drive the development of a comprehensive employee benefits consulting and actuarial consulting strategy that will enable and grow the Employee benefits consulting and actuarial business.
• As a Key Individual, oversight of governance issues as required by the FAIS Act and FIC Act and participation in the KI Forum and support the implementation of the Risk Management Compliance Programme.
• Ensure execution on the strategy that will include inter alia the following:
  • Oversight of the technical forums for continuous improvement and training of employees.
  • Oversight of the development of standard agendas for umbrella and stand-alone clients covering all the relevant topics.
  • Driving the development of a comprehensive consulting matrix in order to have a single view on all clients and relevant consulting matters and ensuring quality service delivery.
  • Driving the research required to enable best practices in a consulting environment.
  • Participating in driving innovation in terms of digital experience and delivery of employee benefits practices on a digital basis.
  • Driving quality, setting standards and ensuring measurement of services delivered to clients.
• Collaborate with internal and external stakeholders to ensure the effective conceptualisation, design, development and execution of the CVP.
• Support collaboration and innovation initiatives across the various segments, channels and product houses in order to address the needs of employees and that of their clients.
• Work hand in hand with Principal Consultants to enable them to effectively advise all clients of any relevant legislative and/or compliance related requirements and developments, as well as to assist with clients’ risk and compliance management needs.
• Embedding legislation and regulatory changes by ensuring that clients’ rules, practices, processes and policies are implemented to ensure compliance with relevant legislation.
• Ensuring the maintenance of rules, or special rules in the case of an umbrella fund, of our retirement fund clients, including drafting of rule amendments and submission to relevant authorities, as and when required.
• Conducting all liaisons of a legal or compliance nature with the relevant regulatory authorities for and on behalf of our retirement fund clients.
• Assisting with drafting of complex responses to adjudicator claims.
• Retain and build a portfolio of clients.
• Contribute to the process of negotiating objective and realistic service level agreements with internal and external stakeholders, monitor appropriateness and recommend adjustments in order to achieve client centricity.
• Make recommendations to improve client service and fair treatment of clients and their employees within the area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Oversee the assessment and analysis of service delivery gaps and challenges and implement remedial action strategies.
• Manage the development and implementation of quality management processes which ensure service delivery is line with the client and their employee’s expectations and requirements.
• Develop effective short, medium and long-term operating strategies and plans in order to retain clients and grow market share.
• Actively promote the Momentum Consultants and Actuaries brand by participating in conferences, writing articles and partaking in interviews with media representatives.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Manage the delivery on financial objectives in area of responsibility.

CLIENTS

• Build and maintain effective business relationships with all key stakeholders through regular interactions, fostering strong partnerships and collaboration across the organisation.
• Stay updated on trends, legislation, and best practices in the Employee Benefits space ensuring compliance with current and effective practices that support business needs.
• Assess service delivery through regular interactions with stakeholders, evaluating effectiveness, and identifying areas for improvement to enhance service delivery and stakeholder satisfaction.
• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Provide authoritative, expertise and advice to clients and stakeholders.

PEOPLE

• Drive an enabling culture that fosters inclusivity, entrepreneurial thinking and prioritising the human experience.
• Promote a culture that enables agile and embraces experimentation, learning, and innovation while promoting continuous improvement.
• Champion an enabling culture that focuses on the employee experience as the most promising competitive advantage the organisation can create, ensuring that all initiatives contribute to cultivating high engagement and performance to achieve the organisations’ purpose and strategy.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
• Select and recruit suitably qualified talent in line with Employment Equity principles and MMH values.
• Lead by example by being an advocate for change and highlighting its benefits for important stakeholders and employees.

FINANCE

• Optimise utilisation of competitive advantages (in resources, assets, product, solutions and market leadership) to promote prospects for business acquisition and retention.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and manage financial risk methodologies, techniques and systems and use it to monitor and report on financial activities.
• Optimally utilise the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Implement and provide feedback on the effectiveness of risk management, financial, governance and compliance policies, practice and procedures preventing illegal, unethical or improper conduct and manage governance and risk exposure liability.
• Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings

Competencies

• Commercial awareness and financial acumen
• Strong market and product understanding
• Ability to match solutions with client needs
• Developing strategies
• Creative thinking and analytical capability
• Networking skills
• Negotiating skills
• Ability to collaborate both internally and externally
• Client relationship mindset

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Role Purpose

• The Legal Advisor is responsible for financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business markets.

Requirements
Qualifications:

• Relevant Law degree/LLB (essential)
• Postgraduate Diploma in Financial Planning/CFP (Preferred)
• FAIS Compliant (RE5 Certification essential)

Experience:

• At least 5 years experience in the financial services and commercial industry, with a preference in financial planning & insurance.
• 1 - 3 years' legal advisor experience in the financial services industry.

Duties & Responsibilities 

Responsibilities and Work Outputs

• Provide expert advice to business on various legal and technical matters in line with legal framework and best practice.
• Provide legal advice to all stakeholders on any corporate legal related matters to ensure soundness of commercial operations enabling business to achieve its objectives.
• Financial Planning: Identify, analyse, and implement solutions to MDS clients and financial advisers/planners regarding:
  • Estate planning (including Fiduciary Specialist services)
  • Business planning
  • Tax planning
  • Investment planning
  • Retirement planning
  • Offshore estate planning
• Provide support to financial advisors:
  • Ensure that MDS financial adviser/planner's needs are established, and support is provided relevant to those needs.
  • Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptions/modifications and feedback.
  • Contribute to the growth and retention all business pertaining to MDS portfolio.
  • Train and develop MDS financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services.
  • Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily).
• Build and maintain relationships with clients and internal and external stakeholders.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Compliance:
  • Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable)
  • Ensure that all legal execution documents are executed in accordance with relevant industry legislation and requirements.
  • Update and educate the business on changes or amendments to business laws and advise how this may affect the business when required.

Competencies

• Working with people
• Adhering to principles & values
• Relating and Networking
• Persuading and Influencing
• Applying Expertise and Technology
• Analysing
• Learning and Researching
• Formulating strategies and concepts
• Plan and organizing
• Delivering results and meet customer expectations
• Adapting and responding to change
• Coping with pressure and setbacks
• Achieving personal work goals and objectives
• Entrepreneur and Commercial thinking

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Role Purpose

Develop group wide Organisational Effectiveness interventions that increase the effectiveness of the business and futureproof the business.

Requirements

• Post graduate degree in business, social or behavioural science
• Industrial Psychologist (preferred)
• 3-5 years’ experience in Organisational Effectiveness
• Exposure to group facilitation and psychometric assessment feedback
• Registered with the HPCSA

Duties & Responsibilities 

INTERNAL PROCESS:

• Develop and drive group wide interventions that shape and embed the business culture and values in collaboration with leadership
• Design and drive the implementation of group wide culture assessment and leverage insights to shape interventions
• Conduct organisational diagnosis and interventions that improve organisational performance and productivity
• Develop and implement change and organisational development strategies and initiatives to support large-scale, complex organisational change initiatives
• Develop and drive the adoption of frameworks and tools that will enable business to drive, implement and sustain solutions
• Design and implement diagnostic frameworks, methodologies and tools to understand existing and new strategic and cultural issues and guide the implementation of interventions to address the concerns and opportunities identified
• Create and use diagnostic tools and monitor business results to determine the success of interventions and to design new interventions
• Act as subject matter expert and provide advice on matters within area or responsibility
• Keep abreast of trends, legislation and best practices within the organisational effectiveness field to influence and shape solutions and interventions
• Craft and guide the implementation of organisational effectiveness solutions across the people value chain to solve business problems and contribute to strategic intent of the business
• Create and leverage metrics to shape and inform solution design and impact metrics

CLIENT:

• Provide authoritative, expertise and advice to clients and stakeholders
• Build and maintain relationships with clients and internal and external stakeholders
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
• Define service practices which build rewarding relationships, encourage innovation and allows others to provide exceptional client service
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

PEOPLE:

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values
• Select and recruit suitably qualified talent in line with Employment Equity principles and MMI values
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members
• Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth
• Effectively manage performance within the team in order to ensure business objectives are achieved
• Encourage innovation, change agility and collaboration within the team

FINANCE:

• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy
• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings

Competencies

• Business Acumen
• Stakeholder engagement and management
• Earns Trust Through Results
• Influencing and Persuading
• Strategic Thinking
• Change Champion
• Growing Talent
• Analytical thinking
• Digital Disruption
• Outside-in Thinking