Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Introduction
- Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.
- This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.
Why Join The Graduate Programme?
- Structured career path from administrative support to financial adviser.
- Accredited training and mentorship from industry experts.
- Exposure to both business operations and community initiatives.
- Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
- Competitive stipends and salaries with co-funded progression.
- Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant)
- Stipend: R6 500 per month
- Focus: Technical proficiency, compliance, and client support
- Support IFAs with client onboarding, administration, and compliance documentation.
- Participate in structured learning modules covering technical, business, and client training.
- Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
- Build strong relationships with clients, mentors, and stakeholders.
- Develop skills in practice management, financial literacy, marketing, and digital tools.
- Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)
- Salary: R14 000 per month
- Focus: Holistic financial planning and advanced technical skills
- Transition into the paraplanner role, supporting advisers with financial planning.
- Begin preparation for Regulatory Examination (RE5).
- Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
- Apply knowledge of financial products, quoting processes, and client segmentation.
- Continue mentorship and structured training through the New Adviser Academy.
- Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)
- Salary: R18 000 per month
- Focus: Fit & Proper Competency and adviser readiness
- Transition into a junior financial adviser role, working under supervision.
- Complete Fit & Proper Competency requirements, including:
- Class of Business training
- Product-specific accreditation
- RE5 qualification
- Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
- Participate in quarterly mock client-facing assessments to refine advisory skills.
- Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
- Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements
- Minimum of a BCom degree in Financial Planning, Estate Planning, Legal Business Management, Marketing, Communications or Finance .
- Strong digital capabilities and willingness to engage with diverse stakeholders.
- No prior industry experience required – this programme is designed for graduates eager to learn and grow.
- Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
- Support IFAs with client onboarding, administration, and compliance documentation.
- Assist in preparing reports, presentations, and data analysis to inform business decisions.
- Ensure compliance with FAIS, POPIA, and other regulatory requirements.
- Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
- Deliver professional, client-centered support to IFAs and their clients.
- Build and maintain positive relationships with clients, community partners, and internal stakeholders.
- Contribute to service delivery that meets agreed standards and expectations.
- Recommend enhancements to client service and promote fair treatment of clients.
- Actively participate in CSI initiatives that strengthen community trust and brand reputation.
- Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
- Continuously expand knowledge of financial services, industry trends, and ethical practice.
- Share innovative ideas and contribute to a culture of learning and improvement.
- Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
- Identify opportunities to streamline workflows and reduce resource wastage.
- Demonstrate accountability in managing company resources entrusted during the programme.
- Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
- Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
- Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
- Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
- Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
- Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
- Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
- Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.
Closing Date
go to method of application »
Introduction
- Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.
- This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.
Why Join The Graduate Programme?
- Structured career path from administrative support to financial adviser.
- Accredited training and mentorship from industry experts.
- Exposure to both business operations and community initiatives.
- Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
- Competitive stipends and salaries with co-funded progression.
- Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant)
- Stipend: R6 500 per month with an additional R5500 monthly top-up by Eternity Financial Solutions
- Focus: Technical proficiency, compliance, and client support
- Support IFAs with client onboarding, administration, and compliance documentation.
- Participate in structured learning modules covering technical, business, and client training.
- Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
- Build strong relationships with clients, mentors, and stakeholders.
- Develop skills in practice management, financial literacy, marketing, and digital tools.
- Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)
- Salary: R14 000 per month
- Focus: Holistic financial planning and advanced technical skills
- Transition into the paraplanner role, supporting advisers with financial planning.
- Begin preparation for Regulatory Examination (RE5).
- Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
- Apply knowledge of financial products, quoting processes, and client segmentation.
- Continue mentorship and structured training through the New Adviser Academy.
- Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)
- Salary: R18 000 per month
- Focus: Fit & Proper Competency and adviser readiness
- Transition into a junior financial adviser role, working under supervision.
- Complete Fit & Proper Competency requirements, including: Class of Business training, Product-specific accreditation, RE5 qualification
- Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
- Participate in quarterly mock client-facing assessments to refine advisory skills.
- Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
- Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements
- Minimum of a BCom degree in Financial Planning, Estate Planning, Legal Business Management, Marketing, Communications or Finance .
- Strong digital capabilities and willingness to engage with diverse stakeholders.
- No prior industry experience required – this programme is designed for graduates eager to learn and grow.
- Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
- Support IFAs with client onboarding, administration, and compliance documentation.
- Assist in preparing reports, presentations, and data analysis to inform business decisions.
- Ensure compliance with FAIS, POPIA, and other regulatory requirements.
- Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
- Deliver professional, client-centered support to IFAs and their clients.
- Build and maintain positive relationships with clients, community partners, and internal stakeholders.
- Contribute to service delivery that meets agreed standards and expectations.
- Recommend enhancements to client service and promote fair treatment of clients.
- Actively participate in CSI initiatives that strengthen community trust and brand reputation.
- Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
- Continuously expand knowledge of financial services, industry trends, and ethical practice.
- Share innovative ideas and contribute to a culture of learning and improvement.
- Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
- Identify opportunities to streamline workflows and reduce resource wastage.
- Demonstrate accountability in managing company resources entrusted during the programme.
- Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
- Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
- Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
- Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
- Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
- Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
- Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
- Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.
Closing Date
go to method of application »
Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time over a range of product, market, and sales intelligence which will set them apart from their counterparts.
- The consultant and IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
- Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
- Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
- Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- Enhance the perception that IFA have that Momentum are thought leaders.
- Be the IFA's source of information and educator within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable/ Empower:
- A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
- Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
- Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
- Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.
Competencies
- Working with people
- Adhering to principles & values
- Relating and networking
- Persuading & influencing
- Applying expertise & tech
- Analysing skills
- Delivering results & meet customer expectations
- Adapting & respond to change
- Coping with pressure & setbacks
- Achieving personal work goals & objectives
- Entreprenurial & Commercial thinking
Closing Date
go to method of application »
Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time over a range of product, market, and sales intelligence which will set them apart from their counterparts.
- The consultant and IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
- Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
- Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
- Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- Enhance the perception that IFA have that Momentum are thought leaders.
- Be the IFA's source of information and educator within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable/ Empower :
- A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
- Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
- Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
- Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.
Competencies
- Working with people
- Adhering to principles & values
- Relating and networking
- Persuading & influencing
- Applying expertise & tech
- Analysing skills
- Delivering results & meet customer expectations
- Adapting & respond to change
- Coping with pressure & setbacks
- Achieving personal work goals & objectives
- Entrepreneurial & Commercial thinking
Closing Date
go to method of application »
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
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
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
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
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
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
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
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- 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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
go to method of application »
Role Purpose
- We are seeking an experienced IBM FileNet and Business Automation Workflow (BAW) Technical Lead to provide expert-level support, platform leadership, and technical governance for our enterprise content management and workflow platforms.
- This role combines hands-on Level 3 production support, platform engineering, architecture oversight, performance optimisation, and technical leadership.
- The successful candidate will act as the highest technical escalation point for FileNet and BAW-related incidents while driving platform stability, modernisation, automation, and operational excellence.
Requirements
Qualifications
Essential
- IBM FileNet Certification.
- Relevant IBM FileNet administration experience.
Preferred
- IBM BAW Certification.
- Cloud certifications (AWS, Azure, OpenShift).
- ITIL Foundation.
Experience Requirements
Essential
- 5–8+ years' experience supporting IBM FileNet environments.
- Proven experience administering enterprise-scale FileNet platforms.
- Extensive Level 3 support experience within mission-critical environments.
- Experience leading complex troubleshooting and major incident resolution.
- Strong SQL and database troubleshooting experience.
- Experience with monitoring, observability, and platform optimisation.
Preferred
- Experience with IBM Business Automation Workflow (BAW).
- Experience in financial services or highly regulated environments.
- Experience leading technical teams or mentoring engineers.
- Experience with platform modernisation and cloud integration initiatives.
Duties & Responsibilities
Technical Leadership
- Provide technical leadership for IBM FileNet and IBM BAW platforms.
- Define and maintain platform standards, operational procedures, and best practices.
- Guide development and support teams on FileNet and workflow solution design.
- Drive platform roadmaps, upgrades, and continuous improvement initiatives.
- Ensure solutions are scalable, secure, supportable, and aligned with enterprise architecture principles.
Level 3 Operational Support
- Serve as the highest escalation point for complex production incidents.
- Lead deep-dive troubleshooting and problem management activities.
- Conduct Root Cause Analysis (RCA) and implement permanent corrective actions.
- Manage critical incidents and support recovery activities.
- Ensure adherence to SLAs and operational support commitments.
FileNet Platform Administration
- Maintain and optimise IBM FileNet Content Manager environments.
- Administer Content Engine, Process Engine, and related FileNet services.
- Manage and enhance IBM Content Navigator (ICN), including plugin development and configuration.
- Support document lifecycle management, retention, and content services.
- Ensure platform security, resilience, and compliance requirements are met.
Business Automation Workflow (BAW)
- Support IBM BAW workflow solutions and environments.
- Troubleshoot workflow execution failures and integration issues.
- Work closely with business and development teams to improve workflow performance and reliability.
- Assist with workflow implementation, upgrades, and platform enhancements.
Performance, Monitoring & Observability
- Implement and optimise platform monitoring and observability.
- Analyse Java performance, memory utilisation, thread dumps, and garbage collection logs.
- Investigate and resolve platform performance bottlenecks.
- Develop telemetry, logging, and operational dashboards.
- Drive proactive monitoring and capacity planning initiatives.
Automation & DevOps
- Develop automation solutions using Python and Ansible.
- Support CI/CD pipelines and deployment automation.
- Integrate platform tooling with observability and enterprise monitoring solutions.
- Improve operational efficiency through automation and self-healing capabilities.
Database & Data Services
- Perform advanced SQL analysis and troubleshooting.
- Support DB2 databases and associated reporting requirements.
- Optimise database performance and workflow interactions.
- Assist with custom BI and reporting solutions where required.
Competencies
Required Technical Skills
- Core Technologies
- IBM FileNet Content Manager
- IBM Business Automation Workflow (BAW)
- IBM Content Navigator (ICN)
- FileNet Platform Administration
- Workflow and Content Services Architecture
- Enterprise Content Management (ECM)
Development & Integration
- Java
- Java EE
- REST APIs
- SOAP Web Services
- XML / JSON
- Plugin Development
- WebSphere / Liberty Administration
Databases
- DB2 Advanced SQL development and troubleshooting
Monitoring & Operations
- Datadog or equivalent observability solutions
- Log analysis and telemetry pipelines
- Performance tuning and JVM optimisation
- Root Cause Analysis methodologies
Automation & Engineering
- Python
- Ansible
- Git
- Jenkins or similar CI/CD tooling
Cloud & Infrastructure
- Linux / UNIX
- AWS services such as S3, EC2, Athena or Glue
- IAM and security principles
- Hybrid cloud environments
Preferred Skills
- Elasticsearch / OpenSearch
- NGINX
- OpenShift / Kubernetes
- Enterprise integration platforms
- Records and information management experience
Behavioural Competencies
- Strong ownership and accountability.
- Excellent analytical and problem-solving skills.
- Ability to work effectively under pressure during critical incidents.
- Strong stakeholder engagement and communication skills.
- Self-driven and capable of working independently.
- Detail-oriented with a continuous improvement mindset.
- Collaborative leadership and mentoring capability.
Closing Date
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Role Purpose
- Responsible to perform all tasks related to the administration of the Bulk Trade Desk functions. You will be required to support and assist various Platforms and align office hours in accordance with the required time lines (including International business calendar).
Requirements
- Matric
- A financial qualification will be an advantage
- Minimum of 3 years relevant investment administration experience
- Knowledge of trading principles such as pricing, FX rates, distributions etc
- Product/Process/System knowledge of at least one of the platforms we support, listed below:o Momentum Wealth International (MWI)o Momentum Administration Services (MW)o Annuitieso Investo
Duties & Responsibilities
- Processing of all instructions, according to the platform requirements.
- Capturing of prices, money market rates, foreign exchange rates, trade confirmations etc.
- Process fund manager and client payments.
- Communicating with various stake holders.
- Manage and monitor exception reports.
- Do reporting.
- Manage personal work queue.
- Attend to enquiries received on email.
- Attend to Jira queue.
Competencies
- Self-starter with ability to work in fast paced trading desk environment.
- Strong organizational, communication skills, and ability to multi-task.
- Attention to detail.
- Excellent communication skills.
- Meeting tight deadlines.
- Great organizational skills.
- A high level of integrity and discretion in handling confidential information.
Closing Date
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Role Purpose
- Overall management and leadership of the underwriting and risk taking environment with strategic focus on sustainable underwriting margins and profitability through innovation. Develop strategic plans in order to become market leaders in the Corporate and retail Personal Accident/Stated Benefit Sectors.
Requirements
- Bachelors degree or equivalent tertiary qualification
- RE Exams/ KI representative
- 15-20 years Personal Accident and Stated Benefits underwriting and product development experience
- 5-10 years corporate managerial experience
- Knowledge of the financial services, particularly insurance industry and regulatory requirements.
Duties & Responsibilities
- Develop strategic plans and implement this strategy in the broader MMI group. (Internal Process)
- Lead and A&H underwriting capability for GGI (Internal Process)
- Operational Efficiencies (Internal Process)
- Drive a client centric environment that focuses on best practice service delivery (Client Services)
- Effectively lead team (People)
- Manage budget and implement sound financial controls (Finance)
Competencies
- Business Acumen: Understands how the business operates, what the key issues and risks are that drive business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group. Understand and influence the business strategy.
- Execution Management: Conceptualises the long term effects of the desired outcomes of plans and projects. Reviews the management of multiple projects and balances priorities and conflicts between projects in relation to changing or ambiguous goals. Sets broad, complex long-term plans in place, thinks through inter-dependencies and contingencies
- Results and Solutions focused: Able to think on his/her feet and respond quickly when necessary. Creates a powerful sense of urgency around key divisional and/or organisational initiatives.
- Building Strategic partnerships/ Networking: The capacity to build relationships that facilitate the accomplishment of business goals. Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
- Holistic / Big Picture Thinking: Continually scans broader environment and displays agility in targeting those opportunities with the greatest potential to fulfil the organisation’s mission and strategic goals. Creates a powerful sense of urgency around key divisional and/or organisational initiatives.
- Client/ Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
- Leads Change and Innovation: Able to apply judgement to interpret a constantly shifting kaleidoscope of events and consequences with many interconnecting variables. Anticipates and interprets global trends and scans environment for business opportunities (nationally and internationally).
- Leadership development: Champions the development of emerging talent. Creates, nurtures and champions cultural and demographic transformation in support of strategic objectives. Drives and motivates the strategic deployment and development of talent across the group. Identifies and sponsors projects / programmes to grow team / organisational capabilities.
Closing Date
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Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
go to method of application »
Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
go to method of application »
Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
go to method of application »
Role Purpose
- The position will allow the successful candidate to apply their technical expertise by evaluating various patterns, utilizing existing and future integration mechanisms to create microservice-based applications using the latest security measures to secure them, and using cloud-based technologies from AWS to deploy and monitor these applications and maintain and upgrade existing ones ?
- The successful applicant will be responsible for designing and developing Java and Spring-based systems and UI-based applications using Angular
Requirements
- A relevant IT degree or diploma.
- 10+ years of experience.
- 2 - 4 years of software development experience in a financial services environment.
- Experience in an investment environment will be an advantage.
- Experience in integrating different applications and technologies will be an advantage.
- Additional knowledge of the FICA Act and CDD-related systems will be an added advantage.
Advantage Skills
- Exposure to Docker/Kubernetes.
- Experience with Micro-services.
- Spring-Boot experience (General, Security & Authentication).
- Experience with test automation.
- AWS experience.
- Knowledge of building and maintaining build pipelines using Docker, CloudFormation, or Terraform?
- Experience setting up and using Postman, Insomnia, or SoapUI to create a suite of REST and SOAP services.
- Data Dog experience.
- Use of AI-assisted development tools and practices to enhance productivity, code quality, and solution design.
Duties & Responsibilities
- Technologies
- HTML /CSS/ JavaScript.
- Angular and Material for the front-end design of.
- Spring, Spring Boot, Spring Security? Spring Data JPA, and Spring Data Mongo, Hibernate
- JMS and Messaging technologies? IBM MQ, AWS SQS.
- XML and JSON-related technologies.
- Web services. REST and SOAP-based.
- Ability to read UML and participate in design sessions.
- Working knowledge of development design patterns.
- Sound object-orientated analysis, design, and development skills and expertise.
- Good understanding of agile development methodologies and practices.
- MongoDB and NoSQL-based databases.
- Good knowledge of Relational Database design and development (Oracle, PostgreSQL).
- Gradle build tools
- GIT, GitLab.
- Unit Testing JUnit/Mockito, BDD (Cucumber/Karate).
- Spring Security, OpenID Connect and OAuth2.
- DataDog or similar monitoring tools.
- Micrometer, Prometheus, and Application Monitoring and dashboards.
- LDAP/AD for security.
- Database migration tools like MongoCK and Flyway.
- Nexus
- SonarQube / Jacoco
- Jira
Competencies
- A quick, enthusiastic, and steady learner with good communication skills.
- Systematic and analytical way of working.
- Structured, conscientious, and result-oriented approach to work.
- Flexible attitude and ability to integrate into existing structures.?
- A high degree of reliability, personal responsibility, and pro-activity.?
- Calm, stress-resistant, open, and friendly personality.
- Good sense of humor and excellent team spirit.
- Keen interest in technology.
- Willing to share, coach, and mentor team members and peers.
- Willing to write new systems but also maintain and upgrade existing ones.
- Willing to improve existing systems.
- Good knowledge of writing integration tests and proper error-handling frameworks
- Good knowledge of REST error codes and best practices and REST security
- Willingness to work on older technology like IBM MQ and new ones in the AWS space.
- Willingness to create Jira stories and assist the BAs in creating stories with more technical detail to help developers work on these stories.
- Willingness to maintain and support apps in the Non-prod and Prod environments.
- Must assist testers in setting up and maintaining automated test frameworks for all the supported applications.
- Willingness to switch between 15 to 20 different applications. Must have the ability and interest to see how these various applications have been designed and work together.
- IBM MQ queue setup knowledge will be an advantage.
- Must be able to do a domain model design and map that to JPA.
Closing Date
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Role Purpose
- The senior Scrum Master will facilitate self-organising, self-managing Scrum teams to achieve their goals, making use of Agile and Scrum practices, working diligently to identify and eliminate impediments. The Scrum Master will also work to motivate the teams to meet
- Commitments help manage the team’s relationships with outside stakeholders, coordinate with other Scrum teams and facilitate continuous improvement.
Requirements
- Minimum of 5 years' experience as a Scrum Master
- Relevant degree
- Agile certifications such as CSM (Certified Scrum Master), CSP (Certified Scrum Practitioner, SAFe agile or equivalent
- Minimum of 5 years’ exposure to Scrum and Kanban
- Knowledge of the insurance industry will be an
- Knowledge of digital channels (web, mobile ) will be an advantage.
- Familiarity with JIRA will be an advantage
Duties & Responsibilities
- Act as Scrum Master for one to three teams, providing a learning environment to deliver business value and embodying servant leadership.
- Mentor teams in agile best practices so as to improve velocity, quality, and the delivery of committed stories.
- Tracking and communicating team progress and communicating this to stakeholders to assist them in improving the predictability of delivery to the business.
- Assessing the agile maturity of the team and organisation, and coaching teams to higher levels of maturity, at a pace that is sustainable and comfortable for the team and organisation.
- Ensure the teams are practicing the core agile principles of collaboration, prioritization, team accountability, and
- Building a trusting and safe environment where problems can be raised without fear of blame, retribution, or judgment.
- Facilitating getting the work done through motivation and healthy
- Facilitating discussion, decision-making and conflict
- Assisting with internal and external communication, improving transparency and radiating information.
- Supporting and educating stakeholders, especially with respect to grooming, work breakdown, and maintenance of the product
- Facilitate all team-level agile.
- Maintaining relevant metrics that help the team see how they are doing.
Competencies
- Deciding and initiating
- Leading and
- Working with
- Relating and
- Persuading and
- Presenting and communicating
- Applying expertise and
- Planning and
- Delivering results and meeting customer expectations
- Coping with pressures and setbacks.
- Achieving personal work goals and objectives.
Closing Date
Method of Application
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