Job Openings at Momentum Metropolitan Holdings Limited

Role Purpose    

• To provide administrative support on the full end-to-end human capital processes and practices which will enable the HC team to meet set deliverables and ensure a great employee experience within Momentum Investments.

Requirements    

• Knowledge of Human Resource Management principles, practices, and relevant South African legislation (BCEA, EEA, LRA).
• 1–2 years of administrative experience within a Human Resources/Human Capital function.
• Ability to work under pressure and manage multiple deliverables effectively.
• Strong service orientation.
• Highly organised and efficient.
• Professional and well-presented, serving as the first point of contact for Momentum Investments Group.
• Willingness to learn and adapt to ensure alignment with best practice and group processes.
• Ability to operate effectively in a changing environment.
• Strong communication and responsiveness: Able to manage fast-paced, multi-platform communication (email, Teams, chat, meetings), pick up administrative action points shared by leaders, respond appropriately, and proactively loop in or escalate to the HCBP or HC Lead to ensure continuity and follow-through.

Duties & Responsibilities    

• On all processes and systems, proactively identify opportunities for process enhancements to boost efficiency and provide actionable recommendations.
• Contribute to and champion process efficiencies within the human capital administration function to enhance and optimize the human capital value chain.
• Provide administrative support for ad-hoc people practices, including but not limited to organisational design, talent management, and culture initiatives.
• This role actively engages with employees and leaders and therefore it is important to ensure that you deal with any information professionally and confidentially. Ensure that the senior HC team is informed of any themes/feedback from the floor pro-actively to address any problems that might be experienced to drive a high-performance culture.

Recruitment

• Collaborate closely with Human Capital Business Partners to effectively execute sourcing and talent acquisition objectives. Thoroughly manage all aspects of recruitment administration in strict accordance with the established recruitment processes.
• Apply for position numbers.
• Advertise roles on Neptune.
• Advertise roles on LinkedIn.
• Screen CVs and source for suitable candidates to support the HCBP.
• Conduct interviews exclusively for entry-level roles and oversee the entirety of the end-to-end recruitment administration processes.
• Ensure prospective employees are contacted and engaged professionally.
• Set up Wamly interviews and follow up where needed to ensure these are completed on time.
• Book interviews and ensure that all parties have all relevant information well in advanced to prepare accordingly.
• Ensure that on the day of interview that the prospective employee have a great experience from arriving at the offices to leaving after the interview.
• Ensure that the line managers and HCBPs are enabled during the interview by pro-actively checking in to making sure they know where to go and enquire if any additional support is needed.
• Book assessments through the assessment centre process and ensure that these are completed on time.
• Book time for assessment feedback with line managers and where appropriate with candidates.
• Complete all relevant MIE and Directive 8 checks.
• Where appropriate, support the HCBP with reference checks.
• Draft offers and create package calculators to be checked.
• Send offers to candidates with appropriate measures taken to ensure POPIA.
• Onboarding and induction and benefit consulting
• Ensure successfully appointed candidates complete all the relevant paperwork to onboard them effectively.
• Execute benefit consulting and benefit administration meticulously, adhering to established processes and guidelines.
• Offer proficient administrative support and expert guidance on matters related to employee benefits.
• Ensure timely submission of well-organised employee documentation to payroll, encompassing all employee types, including temporary and permanent.
• Inform the relevant team PA of the new employee and their start date to ensure that they have a computer set up with all the required access and systems to start working effectively quickly.
• Work with the OD team to ensure that new employees are invited to the Momentum Investments Induction.
• Ensure that the Employee Engagement team has all the new employee’s details to add them to the monthly welcome mailer.
• Send offers to candidates with appropriate measures taken to ensure POPIA.
• Ensure welcome packs are ready and welcome new starters on their first day, introduce them to their manager and team.

Employee Relation Support

• When there are any employee relations matters ensure support is provided in administration pertaining to the processes – booking of meetings or enquiries, drafting of minutes or capturing of notes, drafting of warnings where required, preparing enquiry information or packs.
• When S189 processes are underway, ensure that queries are dealt with quickly and efficiently and that the relevant HC professional is consulted for correctness of feedback.

Query support

• Manage all queries through the internal PeopleTrax system, ensuring responses are in line with SLAs (Service Level Agreements) and TATs (Turnaround Times).
• Ensure a great experience for employees who engage with any query or support needed.
• Ensure that where queries are made where there is an opportunity to empower the employee for self-use to also optimise on the opportunity and show them how.
• Data, tracking and keeping stakeholders informed
• Contribute to enhancing the accuracy of headcount reports, aligning them with the specified master data of the company.
• Track and update all recruitment process activities and generate reports in the relevant systems. Take charge of the seamless off-boarding processes for employees, encompassing retirement, resignation, or dismissal scenarios, ensuring their successful completion.
• Maintain employee information and documentation meticulously across all relevant systems, ensuring data accuracy, and consistently update and upload documents to their appropriate platforms.
• Keep staff movements lists, vacancy lists and trackers up to date.
• Ad hoc project support
• Collaborate on project-related tasks as needed, contributing to their successful completion.

Competencies    

• 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.
• Interacting with People:Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
• Team Working:Works participatively with others is democratic and encourages team contributions collaboratively involves others in decisionmaking,
• 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.
• Following Procedures:Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes.
• Managing Tasks:Manages tasks by being organised and methodical plans activities systematically set priorities for tasks.

Closing Date 2025/12/06

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Role Purpose    

• Guardrisk Life is looking for a Portfolio Manager to join our Guardrisk Life Marketing team. You will play an integral part at Guardrisk, working in a unique environment alongside our clients and internal teams to market Guardrisk’s Life products, service existing and prospective clients and provide after-sales service to existing clients.

Requirements    
Qualifications

• Degree / Insurance qualification
• Candidate will be required to obtain an RE5 designation

Experience

• 2 - 4 years’ experience in the insurance and financial services industries.
• Marketing team consists of individuals with various technical skills such as actuaries, attorneys, accountants.
• Technical life insurance knowledge with strong people skills to negotiate optimal solutions with various stakeholders.

Duties & Responsibilities    

• Marketing Guardrisk Life to prospective new clients and developing new growth opportunities with existing clients.
• Managing third-party cell captives, where products include, amongst others, funeral (individual and group), individual life and disability, credit life and investment products.

The responsibilities include:

• Ensuring effective management of various stakeholders in the insurance value chain (cell owners, binder holders, intermediaries, consultants, reinsurers, administrators).
• Reviewing cells’ financials and managing revenue streams.
• Facilitating reinsurance renewals via the reinsurance department.
• Ensuring compliance with market conduct standards and relevant legislative requirements.
• Ensuring that legal contracting is correct, up to date and in place.
• Tending to client queries.
• Marketing and cross selling of Guardrisk Life’s products and services to existing clients.
• Assisting clients with product development for third-party risks.
• Setting up internal processes for each client with all relevant internal technical areas such as finance, actuarial, underwriting, legal, risk, compliance.
• Contribute to the enhancement and improvement of existing internal processes.
• Keeping up to date with legislation and regulation in the life insurance market.
• Network on industry matters to facilitate knowledge share and input to clients on their insurance businesses.

Competencies    

• Tenacity in pursuing new business opportunities.
• Well-developed people skills.
• Ability to liaise with different stakeholders.
• Excellent verbal and written communication skills.
• Negotiation skills.
• Critical thinking skills.
• Business acumen.
• Deadline driven.
• Strong implementation skills.
• Ability to understand and interpret financial statements and insurance valuation reports.
• Ability to work under pressure.
• Ability to operate both independently as well as play a role in the Guardrisk Life team and to contribute to the greater Guardrisk group.

Closing Date 2025/12/08

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Role Purpose    

• To keep our financial operations running smoothly by ensuring every premium is processed accurately, every query is resolved efficiently, and every account balances perfectly. This role is all about being the link that keeps our premium collections flowing, supporting our clients and partners with confidence, and contributing to a Finance team that thrives on precision, teamwork, and excellent service.

Requirements    

• Matric
• Financial qualification
• At least 2 Years’ experience in finance department

Duties & Responsibilities    

• Reviewing accuracy and completeness of policy premium debit orders
• Investigating and escalating discrepancies, ensuring it is addressed
• Processing of policy premium debit orders
• Managing the premium collection mailbox
• Provide accurate and timely feedback on premium queries
• Processing premium transactions and journals
• Balancing the premium accounts to transactions on system
• Investigating and resolving unallocated transactions
• Monitoring system exception reports and taking appropriate action
• Credit control processing and escalation
• Reviewing and sending out billing schedules for group policies according to timelines maintaining excellent service level to clients
• Liaise with employer contract person for groups to ensure accurate and timely receipt of payments
• Develop and maintain productive relationships with internal and external stakeholders
• Manage and prioritise own workload according to team priorities, acting in the best interest of the company

Competencies    

• Attention to detail and a high level of accuracy
• Intermediate Excel skills
• Strong interpersonal and communication skills
• Proven ability to work effectively in a team environment
• Time management and problem-solving skills

Closing Date    
2025/12/15

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Role Purpose    

• The HC Graduate role is a 12-month internship program is to provide our interns with an in-depth understanding of the field of Human Capital through the practical application of theoretical knowledge within a Human Capital Team. The intern will be supervised by a registered Industrial Psychologist within MMH.

Requirements    
Qualifications and Experience:

Qualifications:

• Degree (NQF 7) in Industrial Psychology or Human Resource Management
• Post Graduate Degree/Diploma in human resources or any other relevant field (advantageous)
• Registered Psychometrist/ Industrial Psychologist (advantageous)

Experience:

• 0 - 1 years’ experience in a HR role

Duties & Responsibilities    

• Coordinate and administer the day-to-day operational and administrative tasks of the human capital team.
• Assist in the implementation of HR policies and procedures.
• Participate in candidate sourcing to onboarding.
• Contribute to the development and delivery of HR training programs capturing and reporting
• Assist in maintaining accurate HR records and databases.
• Collaborate with HR team members on various projects and initiatives. 
• While most of the program will be guided by pre-determined activities, a period will be set aside for research purposes as well as other project work during the internship period. MMH would like to use the internship as an opportunity to upskill unemployed graduates to equip them for roles within the broader MMH environment.
• Practical exposure to the various functional sections will allow the intern the opportunity to acquire workable knowledge and a level of competence to the extent that the individual could eventually assume responsibilities in the IOP world.

Competencies    

• Writing and reporting
• Planning and organising
• Working with people
• Following instructions and procedures
• Adhering to principles and values
• Applying expertise and technology

Closing Date    
2025/12/07

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Role Purpose    

• Through our client-facing brands, Momentum Group and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.

Requirements    
MINIMUM QUALIFICATIONS

• Relevant Bachelor’s degree required (sales, marketing or related field) FAIS complaint KI qualification will be advantageous and a requirement within 6 months of being appointed in the role

MINIMUM EXPERIENCE

• 3-5 years’ experience in the retail industry preferred,  Proven track record in industry related sales management and recruitment of advisers will be an advantage In depth Momentum product knowledge

Duties & Responsibilities    

• Cultivate financial planning business practices to maintain and equip adviser growth and engagement through continuous management, support, and guidance     Recruitment & Onboarding Grow and sustain the province by attracting, selecting, and onboarding early-career financial advisers, ensuring a strong talent pipeline. Facilitate a structured recruitment process, identifying high-potential graduates and early-career professionals. Assist financial advisers in creating and identifying business opportunities for the practice in line with Momentum’s financial wellness philosophy. Facilitate financial advisers in creating partnerships with relevant stakeholders to enhance business growth. Leverage social media and modern engagement tools for recruitment and brand positioning. Drive the adoption of technology to streamline recruitment processes and early-career adviser training. Ensure new advisers successfully transition into the learning and development phase by aligning recruitment efforts with structured onboarding plans.

Activity Management & Performance Tracking

• Ensure financial advisers are productive, meeting business targets, and adhering to best practices in client engagement and business development. Coach and activate financial advisers to pursue productivity on the basis of sales through advice and drive the achievement of growth and engagement targets. Equip financial advisers under supervision to establish productive, professional, and enabling relationships with clients. Enable and support financial advisers to provide credible and appropriate expertise and advice to clients, ensuring client growth and retention. Ensure financial advisers embed the holistic Financial Wellness Framework in their service provision. Enable financial advisers to engage with prospective clients in a way that highlights the features and benefits of various products. Drive the use of technology and encourage working in a paperless environment to improve efficiencies. Ensure financial advisers adopt the practice of accurately capturing client information, actions, and sales on business systems/tools. Ensure financial advisers complete all administrative, regulatory, and reporting requirements within agreed timeframes. Utilise VIA and Elite Wealth to audit and review the quality of advice and compliance adherence. Ensuring the early career changers transition successfully to the next phase being integrated into the adviser panel within respective provinces

 Early career development and supervision

• Guide new advisers through structured learning, supervision, and professional growth. Foster a culture of continuous learning and development. Co-attend client meetings to assess and improve advisory skills. Facilitate coaching and mentoring toward fit-and-proper status. Oversee competency assessments and ensure regulatory readiness.

Enable financial advisers to engage in client centric manner; improving client growth, engagement and retention    

• Client Engagement, Trust & Brand Representation Guide financial advisers in fostering trust-based relationships, ensuring client confidence in advisory services. Promote ethical, objective decision-making in client interactions, reinforcing brand credibility. Ensure advisers act as brand ambassadors, positioning Momentum Financial Planning as a trusted partner. Oversee marketing and business development efforts, supporting advisers in expanding their client base.

Client-Centric Advisory & Financial Solutions

• Support advisers in assessing client needs and delivering tailored financial solutions. Ensure advisers develop financial plans aligned with client goals and budgets. Enable financial advisers to drive client retention and engagement through proactive service and needs-based advice. Assist in client book analysis to identify opportunities for growth and enhanced engagement.

Coaching, Supervision & Development

• Coach and mentor advisers to develop strong client engagement and sales skills. Conduct performance assessments, identifying development areas for continuous improvement. Ensure advisers achieve TCF (Treat Customers Fairly) outcomes through ethical supervision. Support advisers in lead conversion and client engagement planning. Activate advisers to network strategically, leveraging relationships for business growth.

Service Excellence & Relationship Building

• Encourage a culture of sustainable relationships, fostering ongoing client engagement and feedback. Ensure advisers proactively resolve client queries, enhancing overall service quality. Drive a client-first approach, ensuring an exceptional client experience at every touchpoint

Self-management and teamwork (People)

• Develop and maintain productive and collaborative working relationships with financial advisers, peers and stakeholders Develop and practice supervisory skills relevant to the process of training, coaching, assessing, and reviewing skills of financial advisers Demonstrate exemplary corporate citizenship in line with value-based behaviour’s through personal involvement, commitment and dedication  Continuously develop own expertise in terms of professional, industry, regulatory and legislation knowledge  Contribute to continuous innovation through the development, sharing and implementation of new ideas Take ownership for driving own career development, regulatory adherence and ethics Take ownership to maintain product competence and fit and proper status Accurately and timeously complete all regulatory declarations and/or reporting requirements within agreed timeframes

Ensure financial planning and advice is practiced according to relevant regulation  

•  In collaboration with Key Individual, ensure financial advisers act with due care, skill and diligence in the execution of all duties. Contribute to the adherence of financial advisers to the standards and rules set by legislation. In collaboration with Key Individual, monitor and review the fulfilment of contractual obligations as agreed to Instil a culture of treating customers fairly in all aspects of the business. Manage financial and other company resources under own control responsibly and with due respect Adhere to business and industry rules and regulations Understanding and knowledge of financial advice, engagement and product support  Understanding and knowledge of Momentum products and solutions

Competencies    

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

Closing Date    
2025/12/06