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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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
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Role Purpose
- The Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/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 degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification.
- CFA and Certified Financial Planner (CFP®) is an advantage.
- Honours an advantage.
Experience:
- Three to five years’ financial service industry experience.
- Minimum one to three years’ sales and service experience, which must include investments.
- Momentum Investment Experience is preferred.
- Momentum Health, Myriad and Investo experience is an advantage.
- Strong business acumen, with sound knowledge in risk assessments, clams and underwriting, tax, business assurance.
- Sound knowledge of financial services industry and insurance products.
- Strong knowledge of the investment and wealth management industry in SA and international markets; including but not limited to Fund selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Technologically Savvy.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition
- Visit the IFA and IFA office based on a defined plan and deliver a message
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
Enthuse:
- Understand who 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:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
- Enable better financial planning and advice outcomes.
- Achieve and/or exceed the minimum production targets.
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
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Role Purpose
- The Employee Benefits (EB) Consultant crafts passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers (IFAs). Product, market, and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The EB Consultant/IFA business relationship will be strengthened by first class service, in-depth business analysis and continuous improvement.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal.
- Honours degree is an advantage.
- CFA and/or CFP® is an advantage
Experience:
- 3 to 5 years’ financial service industry experience, which must include employee benefits.
- Experience in Momentum Employee Benefits is an advantage.
- Strong knowledge of the Employee Benefits industry and market including but not limited to retirement funds.
- A proven track record in successfully dealing with clients and/or IFAs in a practice.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
Duties & Responsibilities
Enthuse through Brand, SME Service & Digital:
- Support the Retail Business Consultant and Investment Consultant on all referrals.
- Understand who we a 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.
- Connection to the brand and digital way of work.
- Production/Business retention & growth of assets.
Enable and empower through partnership:
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- 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.
Influence through coaching and learning:
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for result
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent
- Self-awareness and insight
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Role Purpose
- The role will be positioned within the risk management function of Momentum Insure. The function’s purpose is to provide subject matter expertise and input on industry best practice risk management frameworks, controls and risk treatment plans, as well as identifying, assessing and monitoring of IT and operational risk exposures across the business.
- This function also ensures that Momentum Insure’s IT and operational risk assurance needs are identified by applying a risk-based criterion that is used to develop control audits.
Requirements
Experience and Qualifications
- A relevant degree in Computer Science, Information Technology, Internal Audit, Risk Management or equivalent at NQF level 7.
- At least 3-5 years’ experience in an IT, information security risk or an operational risk role (or a combination of these) within the financial services industry.
Duties & Responsibilities
- Assist in the implementation of policies and frameworks, and compliance standards for IT and operational risk management, including the consideration of the necessary risk appetite statements and key risk indicators, ensuring that IT and operational risk management techniques and tools incorporate innovative technological solutions.
- Perform and monitor IT and operational risk assessments, which encompasses identifying, assessing, measuring, prioritizing and reporting of risks that may impact the business.
- Assist in developing an annual risk-based audit plan (RBAP) for Momentum Insure to provide assurance on key IT and operational risks and business activities.
- Testing and tracking of management actions to remediate and close IT and operational risk related audit findings & issue log testing.
- Ensure relevant and timeous reporting on risk assurance reviews and findings.
- Administration of the Risk and Control Self-Assessment (RCSA), key risk indicator (KRI) monitoring and validation, and providing assistance to the IT and Operational Risk Manager in the execution and monitoring of other operational risk tools.
- Provide assistance to the IT and Operational Risk Manager with the implementation of technologies and platforms to promote IT and operational risk process efficiencies.
- Perform root cause analysis and identify thematic IT and operational risk exposure across the business.
- Analyse IT and operational risk information to perform trend analysis and correlate this with industry experience, where possible.
- Engage with senior stakeholders to promote timely and accurate information/updates to assurance and risk processes, ensuring that the role remains acutely aware of any key IT and operational process changes to enhance risk oversight. Develop remedial plans with IT and operational risk owners to manage these risks to desired levels on an ongoing basis.
- Provide input on IT and operational risk quarterly reporting, in terms of risk exposure and associated mitigating plans.
- Ensure quarterly SANS Top 20 is submitted to Momentum Group IT Security.
- Ensure that regular (at least quarterly) Logical User Access Management assessments are completed.
- Provide support to the Business Continuity Officer and IT and Operational Risk Manager during the annual disaster recovery testing process, where deemed appropriate.
- Provide IT and Operational risk input into the Third-Party risk management process, including reviewing of Third-Party risk assessments and questionnaires.
Competencies
Skills and behavioural competencies:
- Written and verbal communication skills
- Presentation skills
- Influential and assertive, displaying self-confidence
- Negotiation skills
- Relationship management
- Analytical skills and attentive to detail
- Planning and organising skills
- Upholding standards
Knowledge:
- Requires knowledge of information technology risk issues, techniques and implications across a wide variety of existing information technology platforms.
- Understanding of IT and operational risk management practices within the financial services industry.
- Requires knowledge of the relevant regulatory, legislative, governance, risk and compliance landscapes would be beneficial to the role
- Understanding of Enterprise Risk Management (ERM) and Own Risk and Solvency Assessment (ORSA) practices and philosophies would also be beneficial to the role.
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.
Requirements
- Matric/ N4 Equivalent
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services
- 5 years’ experience in sales and/or customer service with 2 years’ experience selling insurance through sales fields
- 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospective clients to understand their financial
- Sell products that align with the clients’ financial
- Accurately record client information and sales details
- Achieve targets related to production, quality and
- Comply with legislative regulations and adhere to all compliance
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
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Role Purpose
- Accurately process financial information to enable business processes.
Requirements
Experience And Qualifications
- Grade 12 or equivalent is essential.
- Diploma in Financial Management or Accounting or related qualification (Desirable).
- Knowledge of relevant accounting principles.
- Knowledge of relevant accounting system.
- Business acumen and understanding of relevant business processes.
- 1-2 years' relevant experience (Essential).
- Experience in the financial services industry (Desirable).
Duties & Responsibilities
INTERNAL PROCESS
- Review all documentation to ensure that the correct level of authority has authorised the document.
- Process daily and monthly financial transactions in line with procedure and within agreed timeframes, to ensure timely reconciliations and reporting.
- Accurately allocate all cashbook transactions to ensure accurate month-end reporting.
- Process journals within agreed timeframes, in adherence to guidelines.
- Provide input into monthly reconciliations and resolve any outstanding queries.
- Investigate and resolve queries related to financial transactions.
- Maintain accurate financial records of financial transactions processed.
- Review financial data, consolidate and report within area of responsibility.
- Contribute to the audit process and resolve any audit queries within deadlines.
- Adhere to financial controls and mitigate financial risks.
- Processing of monthly creditors payments according to a payment schedule.
CLIENT
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with internal and external stakeholders and clients.
- Make recommendations to improvement client service within area of responsibility.
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Administration skills.
- Critical thinking.
- Numerical skills.
- Problem-solving skills.
- Attention to detail.
- Microsoft Excel skills.
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Role Purpose
- The Investment Development Consultant uses innovative engagement and influence techniques to market Momentum Investments to IFAs that have potential to do business with us. They identify, cultivate, and grow this potential into fully functioning Investment panels.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Investments (essential)
- Honours degree is an advantage
- CFA and/or CFP is an advantage
Experience:
- 1 to 3 years’ financial service industry experience - must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Technology Savvy
Duties & Responsibilities
Connection and Engagement
- Engage every targeted Investment IFA in a structured, professional, and effective manner.
- Ensure that any block to building a partnership is removed
- Queries handled and feedback given timeously
- The Investment Development Consultant must understand the targeted IFA that we are focusing on. Understand the landscape in which we operate, the competitor environment, including but not limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and Summits and targeted groups, new partner discussions.
- The Investment Development Consultant must be passionate and represent the Brand with conviction
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep their books with us.
Enthuse through Brand, SME Service & Digital
- Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand, Service, Digital & Relationships
- Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum presence in the market.
- IFAs to move from non-active supporters to active supporters to ambassadors.
- Connection to the Brand and Digital way of work
- Showing IFA’s the best way to work with us
Influence through coaching and learning
- Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
- Investment Development Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
- Investment Development Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealingsEnable through partnership:
- Ensure that IFA has the perception that Momentum are thought leaders. Good source of information.
- Understand the power of financial planning and advice and how our products can assist the IFA to grow. Advice led Coaching competence of the IFA
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support the RGM in his or her planning and thinking.
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitmen
- Collaboration
- Impact and influence
- Growing talent
- Self-awareness and insight
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. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/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: Business Management, Marketing, Communications, Finance and Legal (essential)
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
- CFP® is an advantage.
Experience:
- 3 to 5 years’ financial service industry experience (desired)
- 1 to 3 years relevant sales experience (essential) ? Experience in Momentum Myriad and Investo products is an advantage
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assuranc
- Knowledge of financial services industry and insurance products (desired)
Knowledge:
- Knowledge of the financial services industry.
- Knowledge of relevant legislation.
- Knowledge of the sales process. ? Relevant product knowledge.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition
- Visit the IFA and IFA office based on a defined plan and deliver a message
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
Enthuse:
- Understand who 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:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required
Competencies
- Brand Ambassadorship
- Leading and Supervising
- Professional standards
- 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 ? Positively impact and influence on the IFA practice
- Deadline Driven
- Able to travel as much as the job requires and travel documentation in order
- Persuading and influencing
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Role Purpose
- The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.
Requirements
Qualifications:
- Relevant Degree (NQF 7) Business-related qualifications
Experience:
- Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (written and verbal)
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines
- Understanding of end-to-end systems capabilities across product lines
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
- Accountable for the new business process - end to end completed with least amount of comeback
- Process application form and engage with Financial Adviser /practice staff asap after 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
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
- Ensure that all training interventions are recorded on appropriate report
- 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
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
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 legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development
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
Competencies
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
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Role Purpose
- Implement the investment accounting practice within the Operations cluster that contributes to the growth and development of the Momentum Corporate business through quality managed investment accounting services which supports a comprehensive range of fit for purpose and best in class retirement administration products.
Requirements
Experience and Qualifications
- BCom Accounting or equivalent.
- 1 - 5 years’ experience in Investment Accounting.
- Experience in investment and fund accounting procedures, and the application of unitisation principles.
- Insurance and or Financial Services Industry experience would be beneficial.
- Knowledge of financial market and instruments.
- Completed articles will be advantageous.
Duties & Responsibilities
Responsibilities and work outputs
- Daily monitoring, identification and investigation of discrepancies and unusual variances in market prices and market movements per asset manager on Benchmark Verifier to ensure correct and accurate market values that are provided to investments (Unitization Team) for daily NAV's used in calculating unit prices.
- Daily approval of Net Asset Values and follow up on discrepancies.
- Liaise with investment consultants and unitisation provider for daily cash flows and unit price reconciliation.
- Keep abreast with the financial markets on a daily basis so that unusual movements can be identified and corrected on time.
- Finalise the daily market values per asset manager on Benchmark Verifier and follow up on any discrepancies.
- Prepare and submit daily cash-flows to the Unitisation department in order for them to calculate daily unit prices.
- Timeously allocate the monthly payment of management fees.
- Verify monthly scrip recon between the holding of the Portfolio/Asset Managers and Custodians on Benchmark Verifier and follow-up on any discrepancies.
- Verify and finalise the importing of each Portfolio Manager's Trail Balance from Benchmark Verifier into Benchmark Unitiser.
- Finalise monthly trial balance per asset manager on Benchmark Verifier system and follow-up on any discrepancies.
- Responsible for reconciliation of data as well as inter-fund transfers and cash flows.
- Finalise trial balance per Fund on Benchmark Unitiser for import to Great Plains.
- Provide accurate and timeous consolidated financial reports for all Funds on a monthly basis to Fund Accounting.
- Ensure correctness of the market values of investments and for follow up discrepancies with investment consultants.
- Maintain financial control procedures; ensure compliance with the IAS and compliance with all approved policies and procedures.
- Identify and report overdrawn bank account(s) and claim interest on overdrawn accounts from Asset Manager(s)/Custodian(s).
- Perform monthly balance checks of balance sheet and trial balance items to ensure accuracy of accounting.
- Controlling of income and expense accruals to ensure correctness and complete in- and out-flows.
- Compile investment notes for inclusion in financial statements for all funds.
- Perform cash flow management, i.e. drawdowns, repayments and rebalancing, etc.
- Compile quarterly SARB , C48 and Regulation 28 reports.
- Compile and coordinate monthly and quarterly investment reporting in line with Service Level Agreements.
- Apply and utilise systems in a manner that contributes to efficient and effective service delivery and optimised quality .
- Apply models and techniques which enable tracking, reporting and monitoring of business related information.
- Contribute to the improvement of current products and services that can potentially lead to higher profitability and improved client service.
- Develop and maintain productive working relationships with peers and organisational role players to achieve optimal cross process integration.
- Identify and resolve queries and problems timeously and escalate unresolved problems.
- Partner with practice areas and specialists for input and complete process design and ensure implementation of associated processes and standards
- Plan and implement a cycle of short-term improvements to drive operational objective achievement.
- Undertake information gathering and analysis of data within set guidelines to provide timely information in area of accountability.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- 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.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
Competencies
- Sense of urgency.
- Planning and Organising.
- Interpersonal Relationships.
- Communication skills.
- Confidentiality.
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Role Purpose
- You will be responsible for accounting and financial reporting activities to support the growth and development of the Momentum Retirement Administrators (MRA) business.
Requirements
Experience and Qualifications
- Bachelor of Commerce (Accounting as Major).
- 5 - 7 Years' experience in a financial or employee benefit environment.
- 5+ Years' Fund or Investment Accounting experience.
Duties & Responsibilities
- Maintain the general ledgers.
- Reconcile two-tier balance sheet items.
- Independently prepare monthly management accounts and annual financial statements.
- Independently prepare monthly statements of cash flows within agreed timelines.
- Independently prepare audit files for annual audits and statutory valuations.
- Independently prepare and confirm monthly financial reports.
- Ensure that all statutory information for the fund is available at all times.
- Respond to audit requirements and queries and ensure audit and valuation recommendations are implemented.
- Prepare monthly general ledger reconciliations for the fund.
- Reconcile investment trial balances on a monthly basis.
- Review and analyse money movement on a daily basis.
- Perform bank reconciliations.
- Prepare and submit monthly PAYE returns to SARS.
- Process journals on the general ledger system within the agreed time.
- Comply with the rules of the Pension Fund, the Pension Fund Act and all requirements of the FSCA.
- Prepare asset and liability matching on a monthly basis.
- Prepare and submit annual financial statements of pension fund.
Competencies
- Accountability.
- Accuracy.
- Attention to detail.
- Analytical thinking.
- Teamwork.
- Communicating with impact.
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and their long-term viability.
Requirements
- Matric/ N4 Equivalent
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services
- 5 years’ experience in sales and/or customer service with 2 years’ experience selling insurance through sales fields
- 1-2 years’ experience on insurance for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospective clients to understand their financial
- Sell products that align with the clients’ financial
- Accurately record client information and sales details
- Achieve targets related to production, quality and
- Comply with legislative regulations and adhere to all compliance
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Method of Application
Use the link(s) below to apply on company website.
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