Jobs Openings at Momentum Metropolitan Holdings Limited

Role Purpose

• As a Senior Human Capital Business Partner, you will be a trusted strategic advisor to Capability Owners and senior leaders, shaping and executing people strategies that drive business performance and organisational transformation. You’ll lead a high-performing team, championing innovative HR and OD solutions that foster a thriving, agile, and future-ready workforce.

Requirements

• B. Com Honours degree Industrial Psychology or Human Resources.
• Preferred - Registered Industrial Psychologist
• Minimum 8 years’ experience in HC business partnering, covering the full employee lifecycle.
• Strong OD skills and track record.
• Extensive experience in facilitation of OD interventions.
• Proven experience in financial services or a complex, fast-paced environment.
• Strong business acumen and a track record of influencing at a senior level.
• Ability to bring together various skills to deliver exceptional solutions to the business (Employee Experience, Project Management, Transformation, Reporting, L&D, OD and HC teams across Momentum Investments).

Duties & Responsibilities

Process:

• Serve as a key member of the HC Leadership team, co-creating and executing a forward-thinking human capital strategy that enables business success.
• Act as a catalyst for organisational change, collaborating with leaders to anticipate needs, solve complex people challenges, and embed a culture of unreasonable excellence and client obsession.
• Leverage people analytics and market insights and best practice to influence business decisions and deliver measurable value.

Integrated HR & OD Delivery

• Oversee the end-to-end employee lifecycle, ensuring seamless delivery of both transactional and transformational HR and OD initiatives.
• Design and implement integrated people plans—covering workforce planning, talent acquisition, onboarding talent management, succession planning, personal development, L&D and performance management—that align with business priorities.
• Lead organisational design and effectiveness projects, driving engagement, retention, and a high-performance culture.
• Ensure change is managed appropriately by developing change plans in line with the change framework developed.
• Develop OD interventions that will move the business forward and ensure that facilitation are done in line with expectations and results can be measured.

Stakeholder Engagement & Client Experience

• Build and nurture strong relationships with internal and external stakeholders, embodying a passion for exceptional service because at Momentum Investments HC we obsess about how we make our clients feel.
• Ensure consistent feedback to Capability Owners and stakeholders to ensure that they are in the know, always.
• Establish feedback loops and action plans to continuously enhance employee engagement, eNPS, and workplace culture. Connect the dots between capabilities and work with the bigger HC team to deliver a wonderful experience across Momentum Investments.
• Champion a client-centric mindset within your team, ensuring every interaction adds value and strengthens trust.

Key member of the leadership team, Functional Capability team Leadership & Capability Building

• Ensure contribution as part of the HC Leadership team (Manco) and challenge the status quo to constantly improve.
• Play a key role to help drive AI and tech solutions within HC to set the broader HC team up for success.
• Represent your teams/clients to ensure that solutions designed and developed, address their need.
• Inspire, coach, and develop a team of HC professionals, fostering growth, innovation, and accountability. Also be a mentor in the bigger HC team and community.
• Align team culture with the broader Momentum Investments HC vision, leading by example and celebrating success.
• Set clear performance standards, monitor delivery, and drive continuous improvement.
• Be a representative and ambassador of the Momentum Investments HC team where you go and contribute (in MI, the Group or externally).
• Develop as a thought leader and fly the Momentum Investments flag high.

Transformation, Diversity, Equity and Inclusion

• Ensure that you drive the EE targets set in the capability, track and monitor progress.
• Manage barriers to EE where needed.
• Partner closely with leaders to create a workplace where everyone can thrive.

Governance, Compliance & Risk Management

• Ensure all HC and OD practices comply with Group policies, legal requirements, and ethical standards.
• Challenge policies and procedures where they don’t make sense. Don’t just accept the status quo but be part of driving unreasonable excellence.
• Proactively identify and mitigate people-related risks, using analytics to inform preventative actions.
• Manage employee relations with professionalism, partnering with the HC Executive and Head of OD to address trends and implement solutions.

Reporting

• Monthly reporting to relevant Exco members to enable people decisions.
• Contribute to monthly MI Exco reporting to the HC Executive.
• As a Manco member, ensure that reporting for Momentum Investments is relevant and make suggestions for improvements.
• Ad hoc reporting where required given the projects or rhythms in the business.

What Makes This Role Exciting

• Opportunity to shape the future of the organisation through strategic people leadership.
• Direct influence on business outcomes and culture transformation.
• Work alongside visionary leaders and talented teams in a dynamic, high-impact environment.
• Scope to innovate, drive change, and leave a lasting legacy.

Competencies

• Strategic thinking and business partnership
• Organisational development and change leadership
• Stakeholder engagement and influencing
• Data-driven decision making
• Team leadership and talent development
• Client-centricity and service excellence
• Governance, compliance, and risk management
• Curiosity to try new things and approaches especially engaging with technology and how it can enable capacity and drive efficiency

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Role Purpose

• "To drive the implementation of human capital practices aligned to enabling business objectives."
• Short and sweet, but the impact is real. In our HC Operations team, your presence means translating intent into action, streamlining delivery across the value chain, and being the go-to partner who ensures that business gets the people experience it deserves.

Requirements

• B.Com honours degree in HR, Industrial Psychology, or a related field.
• Registered Psychologist / Psychometrist with the Health Professions Council of South Africa.
• 3-5 years HC business partnering experience working across all aspects of the employee life-cycle and HC value chain.
• Experience working and executing autonomously.
• Experience within financial services would be preferred.
• Proven expertise in employment equity, talent attraction, performance management, employee relations and remuneration practises.
• Proficiency in HC systems and data analytics.
• Strong knowledge of South African labour legislation (BCEA, EEA, LRA, etc.).

Duties & Responsibilities

• What you’ll be responsible for
• This role is about driving meaningful people impact across the full Human Capital value chain. As an HCBP embedded in Group Finance and Risk Management, you’ll work shoulder-to-shoulder with business leaders and specialists to ensure that people strategies are translated into real outcomes: confident in your ability to influence, advise, implement, and improve. Whether it’s managing complex ER cases, interpreting workforce analytics, or simply showing up for a colleague navigating change, your role will be to lead the people agenda from the inside.

To give you a sense of the scope, your key focus areas will cover:

• Workforce Planning & Talent Management. Partner with leaders to forecast talent needs, attract and onboard the right people, and build succession pipelines that secure business continuity.
• Performance & Employee Engagement. Enable a high-performance culture by driving integrated performance processes, employee engagement initiatives, and development-focused conversations that align people to purpose.
• Employee Relations & Compliance. Guide and support leaders in managing employee relations with fairness and integrity, ensuring all practices comply with labour legislation and uphold our values.
• HR Process Optimisation & Analytics. Leverage data-driven insights to continuously improve people practices, ensuring efficiency, scalability, and alignment with strategic business needs. Enable insights on a quarterly basis, and track trends to proactively manage upcoming HC challenges.
• Leadership Development & Org Design. Contribute to building strong leadership and fit-for-purpose structures by supporting development initiatives and translating org design into operational reality.
• Onboarding, Well-being & Recognition. Shape positive employee experiences through structured onboarding, proactive well-being support, and a culture of meaningful recognition. One of the special projects is an exciting opportunity to drive Recognition through our Culture framework.
• Exit Management & Retention Insights. Lead dignified, insight-driven exit processes that protect the employee brand and inform retention strategies through trend analysis and feedback loops.

Competencies

Evaluating Problems

• In this role, we'll need you to critically analyse complex issues, make sound judgements, and offer clear, grounded recommendations — particularly in IR cases, performance matters, and organisational design conversations.

Interacting with People

• It goes without saying that an HC role requires strong interpersonal agility. In our environment, you’ll partner with diverse stakeholders, build trust quickly, and influence outcomes across Group Finance and Risk Management’s technical and leadership teams.

Understanding People

• We’re looking for someone who can read the room, connect with individuals, and understand what drives people. This insight will help you support leaders, navigate sensitive situations, and build healthy team dynamics.

Providing Leadership

• Even without a formal team to manage, this role requires leadership presence. You’ll guide people practices confidently, steer conversations, and help leaders make well-informed, future-focused decisions.

Pursuing Goals

• Execution matters. We need someone who follows through, delivers on commitments, and drives momentum across the HC value chain, ensuring that recruitment, onboarding, performance management, engagement, and talent processes land with impact.

Directing People

• You’ll often be the voice that keeps leaders aligned to good people practice. This means guiding, influencing, and sometimes nudging leaders to uphold the right standards, follow process, and close the loop on actions.

Adapting Approaches

• No two days (or two leaders) are the same in our HC environment. You’ll need to shift gears comfortably, adapting your style and responses to suit context, urgency, and sensitivity while keeping the bigger picture in mind. It's that gentle balance of finding a way forward while enabling fairness and consistency.

Generating Ideas

• We value creativity in solving people challenges. Whether improving a process, designing a development intervention, or rethinking a communication approach you’ll bring fresh thinking and practical solutions.

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Role Purpose

• A New Business Administrator (NBA) provides quick and accurate capturing of new business cases for the MDS Sales Channel. The NBA executes all capturing of new business cases in a professional manner, also pays a pivotal role in the MDS value chain proposition to FAs. This role plays a symbiotic role with the consultants to reach MDS strategic objectives and goals.

Requirements

Qualifications:

• Grade 12, Matric (Essential)
• Office/Business administration qualification NQF 7/ bachelor’s degree

Experience:

• 1-2 Year experience in the financial services industry (essential)
• Capturing experience will be an advantage
• MS Word, Excel, and Outlook
• Internal MMI systems & processes (preferred)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal).

Duties & Responsibilities

Internal Processes: Sales and Service Experience:

• Ensure accurate capturing of information obtained in application forms and supporting documentation for Investo and Myriad products.
• Understanding of end-to-end capturing systems capabilities across product lines
• Send outstanding requirements to the MDS Channel via workflow systems (AS400)
• Accept new Investo cases in line with process upon receipts of all outstanding requirements online of business systems.
• Assign internal admin queries to administrative internal support with detailed description of the query (e.g., CDD team/BAs).
• Identify financial and business-related risks to the company and escalate in line with the respective process.
• Fix capturing errors online of business systems and provide feedback to the stakeholders (apology letter)
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Ensure all new business applications are correctly captured, recorded, and kept up to date on daily stats spreadsheet hosted on MS Teams.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Adhere to the way of work rules/document

Client Advisor: Stakeholder Engagement:

• Ensure all internal and external engagements are conducted in a professional manner
• Deliver on service level agreements made with 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.
• Maintain meaningful business relationships with all stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service

Culture and Personal Development:

• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• 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
• Positively influence and participate in change initiatives.

Finance: Business Efficiencies and Effectiveness:

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

General Competencies:

• Interacting with People
• Conveying Self-Confidence
• Showing Composure
• Thinking Positively
• Following Procedures
• Managing Tasks
• Upholding Standards
• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Documenting facts

Skill:

• Computer literacy
• Written and verbal communication
• Problem solving
• Time management
• Interpersonal skills
• Email etiquette

Attributes:

• Brand Ambassadorship
• Attention to detail
• Self-starters that is able to work effectively without supervision
• Professional standards and Professional in all engagements with IFAs and head office staff
• Relating and networking (building rapport and relationships),
• Stress tolerance,
• Flawless and effective communication (written and oral),
• Delivering results and meeting stakeholder expectations,
• Teamwork and collaboration,
• Deadline Driven

Knowledge:

• Financial services industry knowledge
• Good product knowledge understanding and great process
• Knowledge of business-related rules, legislation, regulations, and compliance requirements

Closing Date 2025/12/13

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Role Purpose

• The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.

Requirements

Qualifications:

• Office administration qualification or Business related (Degree/NQF 7)

Experience:

• 1-2 Year experience in financial service (essential)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage.

Duties & Responsibilities

Internal processes: Sales and Service Experience

• Demonstrating an understanding of end-to-end processes for various product lines.
• Identify and address processes that do not support business efficiency and ease of operation.
• Have a good understanding of Compliance process adherence and impact of non-adherence.
• Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
• Ensure the new business process is handled end-to-end with minimal need for revisions.
• Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly.
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support.
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
• Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
• Ensure that all training interventions are recorded on appropriate reports.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
• Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.

Client Advisor: Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner.
• Maintain meaningful business relationships with all stakeholders.
• Provide authoritative expertise to clients and stakeholders.
• 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.
• Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
• Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.

Collaboration and Self-development

• 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 legislative knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Finance: Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

• Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
• Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
• Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
• Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
• Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
• Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
• Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.

Closing Date

2025/12/13

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Role Purpose

• To provide general legal advice and opinions to meet business requirements, draft and vet commercial agreements and contracts, and maintain the group’s IP portfolio by liaising with the appointed specialist IP law firm regarding trademark registration and IP protection.

Requirements

MINIMUM QUALIFICATIONS

• LLB
• Admitted Attorney or Advocate
• LLM (added advantage)

MINIMUM EXPERIENCE

3 years post-admission, litigation management and commercial agreements drafting experience as a legal advisor in the insurance and financial services industry

KNOWLEDGE

• Microsoft Suite (Word, Excel, PowerPoint)
• Knowledge of the law of contract
• Prolific drafting skills of commercial agreements
• Working knowledge of litigation management and legal processes
• Interpretation of statutes and subordinate legislation applicable to the financial services industry
• Contract Management
• Dispute Resolution
• Financial Industry Regulatory Framework
• Legal Advisory and Interpretation
• Legal Drafting
• Legal Research

Duties & Responsibilities

INTERNAL PROCESS:

• Drafting of commercial agreements, contracts, NDAs with specialist knowledge of Intellectual Property, Indemnity provisions, Service Level Agreement drafting, data privacy and artificial intelligence clause drafting, adequately managing legal and contractual risks
• Legal risk management and drafting of relevant policies and governance committee reports
• Provide strategic guidance on Intellectual Property (IP) portfolio management
• Manage and contribute to the effectiveness of the Group IP Portfolio and handle a variety of IP-related legal matters
• Support business units in liaison with specialist IP law firms to provide a full range of patent, trademarks, copyright and design support functions, including filing preparations and prosecution, opinions, drafting and negotiating licenses, development and research collaboration agreements
• Keep a repository for all legal agreements in accordance with the Protection of Personal Information Act, specifically dealing with record management, record keeping and data processes
• Monitor the relevance of legal documentation to ensure consistency across the business to mitigate against risks and comply with legal standards
• Evaluate the merit of potentially litigious disputes and consult with the relevant stakeholders to protect the interests of the business area
• Draft legal summaries of relevant case law and financial services regulatory instruments
• Provide annual and quarterly statutory reporting submissions to the South African Reserve Bank for the group (Foreign Direct Investments).
• Liaise with authorised dealers and attend to general queries in relation to the Exchange Control Regulations
• Compile legal reports for group-wide legal projects

CLIENT PROCESS:

• Build and maintain effective business relationships with relevant stakeholders to manage service delivery in line with business expectations and requirements
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service
• Ensure high client service levels and the fair treatment of clients within the area of responsibility

PEOPLE PROCESS:

• Continuously develop expertise in terms of industry and subject matter knowledge, applying it effectively to deliver specialised contributions and stay ahead in the field
• Positively influence and manage change, offering specialist support where required to facilitate smooth transitions and drive organisational growth
• Contribute to continuous innovation by developing, sharing, and implementing new ideas, actively involving colleagues and staff to enhance the organisation's practices
• Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management, promoting a positive work environment and efficient operations
• Take ownership of driving personal career development, proactively seeking growth opportunities, and advancing professional skills

Competencies

• Communication skills
• Persuasion and negotiation skills
• To be able to objectively consider different perspectives and viewpoints and arrive at an informed decision or resolution
• To assist businesses in arriving at a decision, weighing up the needs of the business and regulatory imperatives
• Articulating Information
• Attention to detail
• Documenting Facts
• Establishing Rapport
• Examining Information

Closing Date

2025/12/31

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Role Purpose

• Responsible for configuring the O2 System accurately as well timely implementation and maintenance of critical information. Ensure adherence to business and system requirements of customers as it pertains to contracting, benefits, prior authorizations, fee schedules, and other business requirements. Administers and maintains the platform for all schemes and insurances that are currently administered by Momentum Health to ensure that admin and Managed Care components are up to date to ensure that the Momentum Health Schemes and Insurance products are functioning as per the design intent accurately and efficiently.

Requirements

• Matric or Grade 12
• Associated Degree or equivalent combination of education and experience
• 5 to 7 years Healthcare experience
• In depth medical aid industry knowledge - Essential
• A good understanding of how medical aid administration operates (including and not limited to the benefit structure and medical terminology) - Essential
• Good knowledge of file formats and reporting tools - Advantageous
• Good knowledge of tariffs and the government gazette – Essential

Duties & Responsibilities

Process

• Analyze and interpret data to determine appropriate configuration changes.
• Accurately interprets specific Scheme benefits, contracts as well as additional business requirements and converting these terms to configuration parameters.
• Validates coding, updating and maintaining benefit plans, provider contracts, fee schedules and various system tables through the user interface.
• Apply previous experience and knowledge to verify accuracy of updates to claim/encounter and/or system update(s) as necessary.
• Works with fluctuating volumes of work and is able to prioritize work to meet deadlines and needs of department.
• Reviews documentation regarding updates/changes to member enrolment, provider contract, provider demographic information, claim processing guidelines and/or, system configuration requirements. Evaluates the accuracy of these updates/changes as applied to the appropriate modules within the core processing system (O2).
• Conducts audits on samples of processed transactions impacted by these updates/changes. Determines that all outcomes are aligned to the original documentation and allow appropriate processing.
• Clearly documents the audit results and makes recommendations as necessary.
• Researches and tracks the status of unresolved errors issued on daily transactional audits and communicates with Core Operations Functional Business Partners to ensure resolution within 10 days of error issuance.
• Helps to evaluate the adjudication of claims using standard principles and specific policies and regulations to identify incorrect coding, abuse and fraudulent billing practices, waste, overpayments, and processing errors of claims.
• Prepares, tracks, and provides audit findings reports according to designated timelines
• Presents audit findings and makes recommendations to management for improvements based on audit results.
• Provides input from a system perspective, into the year- end process, new projects, system failures, file failures and claims errors.
• The escalation point for the business and IT.
• Investigates escalation regarding ERA”s to providers (electronic remittance advise )
• Provides the initial system set up for new schemes and options
• Updates and creates of tariffs, limits and rules on the on-line system - liaises with fund and provider negotiations,
• Updates and creates limits and templates, events and rules on the on-line system (includes update to modifiers, unit and rate table) liaises with Fund, Corporate Governance and auditors.
• Conducts claims testing to avoid financial loss to the business.
• Actions exceptions on Kr1s reports to ensure that the scheme/s are protected against possible losses by each change made on the live system.
• Generates, Analyses and communicates claims impact to the business, to ensure the most feasible decision is taken.
• Liaises with the business in terms of system impact, claims impact and feasibility of business requests.
• Participates with Scheme audit process with a zero audit finding result
• Documenting of Masterfiles and other business related processes. Process improvements to masterfiles processes and other business related processes.
• Initiates continuous improvement/ enhancements and Innovative change initiatives in working environment (including and not limited to the system
• Handles escalations competently and provide ongoing feedback until conclusion of escalation
• Create test packs for new development items and initiate testing and sign-off
• Monitor all interfacing and keep business informed where required
• Liaise with third parties when required
• Setting up email to bin, providing system access for users on oracle (to the live and test systems).
• Updating statement messages for suppliers / members
• Loading of scheme rates, negotiated rates and UPFS rates
• Updates and creates network rules, network providers, policy rules and claim payment rules.
• Manages NAPPI updates or manual pricing updates
• Updates for GP profiling quarterly and pharmacy profiling quarterly
• Assist with solving business helpdesk queries / calls logged

Client

• Provides authoritative, expertise and advice to clients and stakeholders
• Builds and maintains relationships with internal and external clients
• Delivers on service level agreements made with internal and external clients in order to ensure that expectations are exceeded.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• Participates and contributes to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

People

• Develops and maintains productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develops own expertise in terms of professional, industry and legislation knowledge
• Contributes to continuous innovation through the development, sharing and implementation of new ideas
• Takes ownership for driving career development
• Works independently to complete tasks

Finance

• Contributes to the financial planning process within area (e.g. maintaining telephone and internet usage)
• Identifies opportunities to enhance cost effectiveness, increase operational efficiency and continuous improvement
• Manages financial and other company resources under your control with due respect
• Provides input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

• Communication skills
• Business acumen
• Problem-solving skills
• Systems thinking
• Analytical skills
• Facilitation and presentation skills
• Influencing and persuading
• Prioritisation skills
• Planning and organising skills
• Interpersonal skills

Closing Date

2025/12/16

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Role Purpose

• Set, prioritise and evaluate the work generated by development teams, ensuring the delivery of high-quality products meeting all necessary requirements, features and functionality.

Requirements

• Relevant qualification in Computer Science, Information Technology, or related area
• Relevant progression certificates (such as Agile/LEAN)
• Scrum Certified Product Owner
• At least 2 years’ relevant experience as a Product Owner or Product Consultant (essential)
• At least 5 years’ relevant experience as a Business Analyst, Product Owner, Business Support/Technical Specialist (essential)
• Experience of managing projects, BAU work and product road map prioritisation (essential)
• Exposure to diverse IT solution implementation in a variety of environments (desirable)
• Knowledge of client experience and client lifecycle management
• Exposure to defining minimum viable products (MVPs)
• Knowledge of standard software development roles and responsibilities
• Knowledge and experience of working with Agile delivery methods
• Knowledge of requirements capturing and specification techniques
• Knowledge of conducting user research and working with teams to develop wireframes and specifications for new product features
• Knowledge of project management including product-based planning techniques, business case creation and maintenance, and risk management
• Experience of managing multiple feature development in one backlog
• Experience in scheduling functional and non-functional requirements
• Understanding of end to end product management principles
• Knowledge of product development from idea through to solution delivery

Duties & Responsibilities

• Responsible for the full product life cycle and road map of end to end products including visibility, finance, marketing and enhancement of product value proposition within the business area.
• Translate the product strategy and proposition into road maps to outline the vision and direction of the product offering.
• Ensure the customer journey forms part of the product proposition and socialise the product vision with team and relevant stakeholders in order to meet business requirements.
• Elicit product requirements from business, distil, prioritise and translate them into user stories with acceptance criteria in line with business expectations.
• Participate in the team ceremonies, including sprint planning, sprint reviews, retrospectives, and play an active role in mitigating impediments impacting successful completion of release or sprint goals.
• Work with Business Analysts and User Experience (UX) to ensure product prototyping takes place, and product user stories and user journeys support the client and business outcomes.
• Manage the Product Backlog and make decisions linked to the Epics, Features and User Stories, ensuring they meet all appropriate criteria before deployment.
• Create visibility of the items on the backlog ensuring that the items are understood, sized by the correct people and in order of priority.
• Finalise all appropriate marketing, reporting, communication, training, legal, security and operational requirements are in place before deployment, adhering to Agile methodology and best practice standards.
• Create appropriate operational workflows to support the proposition in order to meet business needs.
• Lead product release plans and delivery expectation dates of new functionalities within agreed timelines.
• Be a knowledge leader with regards to the product, keeping abreast with market, practices and client trends.
• Monitor client experience and client feedback, ensuring any significant issues are resolved and that product stabilisation is reached in line with business expectations.
• Monitor the performance of the product (including financial performance, client behaviour and usage across the various features and channels, client experience, processes, channel performance, business case) to ensure that these meet business requirements.
• Develop and drive plans to close any performance gaps and mitigate risks as they occur to minimise business impact.
• Present back to relevant stakeholders on decisions that impact on product strategy, design, pricing, and the income or costs associated with the delivery of the product.
• Responsible for the full product life cycle and road map of end to end products including visibility, finance, marketing and enhancement of product value proposition within the business area.
• Work with Business Analysts and User Experience (UX) to ensure product prototyping takes place, and product user stories and user journeys support the client and business outcomes.

Competencies

• Communication skills
• Business acumen
• Problem-solving skills
• Systems thinking
• Analytical skills
• Facilitation and presentation skills
• Influencing and persuading
• Prioritisation skills
• Planning and organising skills
• Interpersonal skills

Closing Date

2025/12/12

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Role Purpose

• To process accurate and timeous payments of various claim types to ensure an effective client experience.

Requirements

Matric

• Relevant Financial degree or diploma
• 1-2 years’ experience in life insurance claims would be beneficial
• Relevant insurance knowledge, applicable regulatory requirements and legislations would be beneficial

Duties & Responsibilities

Audit and authorise claims within insurance policy guidelines (Internal Business Process)

• Processing claims payments timeously whilst capturing the information on the Claims system across Critical Illness, Income Protection, Disability and Death benefits product lines
• Manage and maintain workflow and service level standards to ensure delivery of timeous and consistent claim payments to clients.
• Ensure the correct client and benefit details are assessed before processing any payment to ensure accuracy.
• Ensure all payment required documentation and payment summaries are received in order to make payment, e.g. tax directive, bank confirmation, world check.
• Liaise and resolve with assessors and consultants on payment process should there be any discrepancies
• Monitor payment queues and personal queues to ensure that work is distributed and attended to within agreed SLAs.
• Management of long term claims
• Confirm payment processed via relevant communication to provide client an optimal client journey.
• Responsible for all payment escalations through investigating, supporting and communicating to all stakeholders involved (client, the assessors, escalations team and claims consultants).
• Assist with the development and execution of the payment process methodology across all payment types.
• Monitor the application of the payments process and methodology through current best industry and company practices and technological enablers to ensure successful execution a client’s claim.
• Familiar with the regulatory framework, insurance related practices by regulatory bodies, governing bodies etc. that could impact the way claims are processed and paid.
• Embed and apply claims payment tools that allow for more efficient processing and risk management capabilities
• Assist with the review of the payment process and related documentation to ensure that our risk management standards are met
• Incorporate internal feedback into the enhancement of daily business processes and management operating systems

Engage with clients in a client centric manner (Client Services)

• Provide factual, logical, expertise and advice to clients and stakeholders within area of responsibility (product, service and payment).
• Build and maintain relationships with clients, internal and external stakeholders
• Deal promptly with all client/broker requests in a competent, efficient and professional manner to ensure client retention and satisfaction
• Deliver on service level agreements with all stakeholders to ensure that client expectations are met and managed
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Self-management and teamwork (People)
•  
• Develop and maintain productive and collaborative working relationships with peers, team members and stakeholders
• Adhere to policies, procedures and take corrective actions where necessary
• 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 to enable the claims function
• Take ownership for driving career development

Contribute to financial controls and planning (Finance)

• Responsible to manage, identify and mitigate risk through the adherence of the claims process
• Identify to enhance cost effectiveness and increase operational efficiency within the claims payment environment.
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

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

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Role Purpose

• Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes, including queries, projects, drafting of documents, and continuous process improvement. This role is critical in managing Section 14 transfers and liquidation processes at an employer level while ensuring compliance with governance and legislation.

Requirements

Matric.

• 5 - 10 Years' retirement fund experience.
• 3 - 5 Years’ section 14 experience.

Duties & Responsibilities

• Take ownership of and manage all aspects of Section 14 processes at an employer level.
• Take ownership of and manage all aspects of Liquidation processes at an employer level.
• Draft, review, and maintain documents related to Section 14 transfers, liquidations, and compliance requirements.
• Perform quality checks on all outgoing documents to ensure accuracy and compliance.
• Contribute and ensure compliance with governance, relevant legislation, and risk mitigation strategies.
• Design, implement, and manage reporting facilities on service delivery.
• Provide monthly Section 14 reports to management, highlighting issues and recommending actions.
• Maintain consistent service delivery to ensure client retention and satisfaction.
• Provide information related to Section 14 transfers-in for allocation and transfers-out for claim processing.
• Address audit and/or actuary queries relating to Section 14 transfers in and out.
• Liaise with employers, administrators, actuaries, and auditors to ensure smooth execution of transfers and liquidations.
• Provide guidance and training to internal teams on Section 14 and liquidation processes.
• Identify gaps in current processes and recommend improvements for efficiency and accuracy.
• Assist in implementing automation tools or systems for Section 14 reporting and document generation.
• Monitor legislative changes and update processes accordingly.
• Prepare detailed reports on transfer timelines, outstanding items, and risk indicators.
• Analyze trends in Section 14 transfers and liquidations to inform management decisions.
• Manage special projects related to fund mergers, employer exits, or large-scale liquidations.
• Draft formal communication for employers and members regarding transfer or liquidation progress.
• Handle escalated queries and provide clear, accurate responses.

Competencies

• Strong Interpersonal and communication skills.
• Analytical skills and problem-solving ability.
• Attention to detail.
• Accountability and ownership.
• Excellent Time management and organisational skills.

Closing Date

2025/12/11

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Role Purpose

• Provide an effective and efficient administrative, secretarial and operational assistant function to support the manager and department

Requirements

• Matric
• PA Diploma or Certification
• At least 5 years’ secretarial / PA experience (preferably executive PA experience)
• MS office
• Project management experience (preferred)

Duties & Responsibilities

• Support the Executive’s diary and email management activities in order to effectively schedule appointments
• Corresponding on behalf of the Executive, prioritising, setting up meetings and delegating work to others in the Executive’s absence
• Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings.
• Pro-actively screen correspondence and respond independently where appropriate
• Follow-up on email requests of Executive and outstanding matters
• Monitoring and updating distribution lists (DL) lists
• Liaising with internal and external stakeholders as well as staff
• Co-ordinator between Executive and his direct reports
• Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications
• Provide secretarial support (agenda, minutes, action plans etc.) for the preparation and successful execution of meetings
• Support the flow of information within the Executives’s office, ensuring that matters requiring their personal attention are handled speedily
• Escalade faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes
• Order and control office supplies including stationery
• Accurately escalate client complaints and queries to the relevant department
• Ensure electronic filing (incl. Sharepoint sites) are kept in order, up to date and easily accessible
• Collate, compile and distribute documents to the required standards within defined time-frames
• Monthly update of PeopleSoft Hierarchy
• Co-ordinator of team building sessions, conferences and events
• Order gifts and flowers for employees
• Monitor expenses versus budget of the team.
• Load all invoices relating to the department on system for approval and payment.
• Project management administration on behalf of the Executive and his management team. Record, update and follow-up on the delivery plan and action items of the team and well as team projects (incl. regualtory engagement and submissions)
• Attend to ad hoc personal matters
• Provide authoritative, expertise and guidance to internal and external and stakeholders
• Build and maintain relationships with internal and external stakeholders
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed
• Make recommendations to improve service and fair treatment of clients within area of responsibility
• 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
• Contribute to the financial planning process within area
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Diversity and Inclusiveness

Closing Date

2025/12/14

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Role Purpose

• Lead and manage a team of Financial Advisers to provide clients with compliant financial planning and product solutions. To grow and manage Momentum footprint through an increase in new business by generating advice opportunities as well as the recruitment of new advisers, to support the delivery of a client experience focussed on financial wellness.

Requirements

• 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
• 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

Duties & Responsibilities

Implement tactics to develop and maximize the MFP network new business while maintaining client relationships (Internal):

• To manage and grow new business volumes within the respective branch through the allocated agents within the branch, the appointment and vesting of new agents, whether New to the Industry (NTI)or New to Momentum (NTM). (all products)
• To manage and grow existing portfolios of clients (cross and upsell) within the respective branch through the allocated agents and ensure a Long-Term persistency of >90% for all products. (all products)
• To continue to grow and retain the footprint of the branch by actively recruiting NTI and NTM advisers into the branch
• Ensure compliance with FAIS and related legislation at all times, in all aspects of the business
• Manage expenses within allocated budget
• Act as the primary communication channel between Momentum and the allocated advisers in the branch.
• Manage leads/prospects allocation conversion and follow ups.
• Ongoing motivation, communication and inspiration to allocated agents within the branch to create an environment of over achievement, trust and care.
• Manage the relationship and engagements with advisers within respective branch.
• Responsible for assisting the Provincial Head in the implementation of the Strategic goals i.e. myriad, vertical integration and other relevant allocated tasks;
• Responsible for adoption and driving the usage of digital platforms and tools
• Be the custodian of the MFP Culture in the branch
• Develop plans and tactics for the achievement of sales targets through opening new markets/demographics
• In partnership with Advice Manager, enable and drive the supervision process for all advisers under supervision
• Actively drive Business Continuity by ensuring all practices have formal succession plans in place and practices transition effectively and sustainably

Engage with financial advisers in a client centric manner, improving client growth, engagement and retention:

• Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support what does this mean?
• Build and maintain relationships with advisers to deliver on service level agreements Not sure what this means
• Execute a compelling and motivational rewards and recognition strategy aimed at advisers

Effectively lead the team:

• Create a positive work climate and culture to energise employees, minimise work disruption and maximise employee productivity
• Demonstrate exemplary leadership behaviour in line with vital behaviours through personal involvement, commitment and dedication in support of organisational values
• Engage in own development path and also ensure that all FAIS and Compliance Training for Advisers is up to date and necessary maintenance of CPD points

Ensure Efficient and Effective Business/Practice:

• Support the Momentum Financial Planning and advice strategy
• In partnership with Advice manager, support compliance in line with relevant strategy
• In partnership with Advice manager, implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure much of the same???
• In partnership with Advice Manager, investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings much of the same

Competencies

• Business AcumenCustomer/ Stakeholder CommitmentDrive for ResultsLeads Change and InnovationCollaborationImpact and InfluenceSelf-Awareness and InsightDiversity and Inclusiveness

Closing Date

2026/01/10