Fresh Vacancies at Momentum Metropolitan Holdings Limited

Requirements

• 2 years’ experience in a sales and/or customer service role
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

Duties & Responsibilities

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

CLIENT

• 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 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.
• 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.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

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

• Identify solutions 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.

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Requirements

• 2 years’ experience in a sales and/or customer service role
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

Duties & Responsibilities

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

CLIENT

• 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 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.
• 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.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

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

• Identify solutions 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.

go to method of application »

Requirements

• Interns must have achieved a National Senior Certificate (Matric/Grade 12)
• 3 year degree or diploma in IT (I.e. Computer Science; Informatics; majoring in Programming)
• Only South African youth may be registered on an internship
• be aged between 18 and 30
• be unemployed
• Previously disadvantaged candidates

Duties & Responsibilities

• Ensure that the correct standards, disciplines and processes are followed
• Take accountability for the correct functioning of the key activities within this area as per agreed standards
• Take responsibility for all phases of testing activities within Retail IT
• Assist the test manager with the implementation of performance testing
• Assist the test manager with the implementation of security testing
• Contribute to the organisational goals by ensuring that quality business systems are implemented through test automation
• Establish and maintain an end-to-end test regression pack across development teams
• Facilitating test automation across the Retail IT systems development life cycle
• Manage effectiveness of testing processes
• Help sustain and improve the existing testing framework

Competencies

• Eager to learn about technology and the business
• Customer/Stakeholder Commitment
• Drive for results
• Following Instructions and Procedures
• Collaboration
• Impact and influence
• Communication, Interpersonal, and Problem solving skills
• Planning and organizing skills

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Requirements

• BCOM, BCOM Honours or CIMA with management accounting or financial accounting as majors or substantial proof of progress been made towards the achievement of the BCOM Honours or CIMA qualifications
• At least 5 years of financial experience in a corporate environment with a strong emphasis on financial management

Duties & Responsibilities

Internal Processes:

• Support and contribute to the development and implementation of strategic business plans
• Manage the budget and forecast for the support portfolios
• Source information and expertise to support the business
• Model the financial impact of initiatives and make appropriate recommendations
• Conduct expense management and variance analysis
• Compile and provide financial management reporting and analysis that add value and insight for the business
• Investigate, identify and make recommendations to improve cost management
• Implement, document and review processes and procedures supporting internal control and best practise financial administration
• Ensure that accounting adheres to the group standards and that cost allocations are aligned to the Retail methodology
• Assist with any ad-hoc financial projects that may be assigned from time to time
• Manage general financial administration and controls

Client Services:

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

People:

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation
• Positively influence and manage change and offer specialist support where required
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management
• Take ownership for driving career development

Finance:

• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Implement and provide input into governance processes, systems and legislation within area of specialisation
• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes
• Provide input into the risk identification processes development and communicate recommendations in the appropriate forum

Competencies

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

go to method of application »

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)

go to method of application »

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)

go to method of application »

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)

go to method of application »

Requirements

Experience And Qualifications

• Bachelor of Commerce (Accounting as Major)
• 5 - 7 Years' experience in a financial or employee benefit environment
• 5+ Years' Fund Accounting experience

Duties & Responsibilities

• Maintain the general ledgers.
• Reconcile two tier balance sheet items.
• Independently prepare monthly management accounts and annual financial statements.
• Independently prepare monthly statements of cashflows within agreed timelines.
• Independently prepare audit files for annual audits and statutory valuations.
• Independently prepare and confirm monthly financial reports.
• Ensure that all statutory information for the fund is available at all times.
• Respond to audit requirements and queries and ensure audit and valuation recommendations are implemented.
• Prepare monthly general ledger reconciliations for the fund.
• Reconcile investment trial balances on a monthly basis.
• Review and analyse money movement on a daily basis.
• Perform bank reconciliations.
• Prepare and submit monthly PAYE returns to SARS.
• Process journals on the general ledger system within the agreed time.
• Comply with the rules of the Pension Fund, the Pension Fund Act and all requirements of the FSCA.
• Prepare asset and liability matching on a monthly basis.
• Prepare and submit annual financial statements of pension fund.

Competencies

• Accountability
• Accuracy
• Attention to detail.
• Analytical thinking
• Teamwork
• Communicating with impact