Latest Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability, To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures.

Requirements    

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English
• Driver's license (desirable)

Duties & Responsibilities    

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements

Competencies    

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy

Deadline:10th December,2025

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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

Deadline:17th December,2025

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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

Deadline:31st December,2025

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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.

Deadline:5th January,2026

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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

Deadline:17th December,2025

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Role Purpose    

• Perform reserving calculations and regulatory capital reporting and assist with capital management and regulatory compliance for Guardrisk Life Limited.

Requirements    

• Bachelor’s Degree in Actuarial Science
• Newly qualified actuary or making good progress towards qualification as Fellow
• 3-6 years working experience, preferably in life insurance

Duties & Responsibilities    

• Maintain allocated cell client models calculating IFRS4 and IFRS17 reserves.
• Maintain allocated cell client models for SAM SCR and Technical Provisions.
• Participate in the ORSA process for allocated clients.
• Direct client engagement on balance sheet management matters.
• Assist in regulatory return preparation and dealing with queries.
• Internal and external stakeholder engagement on accountable areas.
• Contribute to BSM Life software and process automation.
• Contribute to IFRS17 implementation as part of multi-disciplinary project team.
• Predominantly involved with South African clients, but also involved with Mauritian life operations.

Competencies    

• You must love a challenge!
• Ability to work accurately under pressure
• Experience in information technology (Prophet, DCS and SQL experience will be an advantage), with a willingness to learn more
• Experience in life valuations and SAM reporting will be an advantage
• Quick learner and self-starter
• Good written and verbal communication skills
• Collaborative attitude with interpersonal skills

Deadline:4th January,2025

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Role Purpose    

• To provide administrative support on the full end-to-end human capital processes and practices which will enable the HC team to meet set deliverables.

Requirements    
Qualification

• Bachelor's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline.

Knowledge and Skills

• Human Resource Management principles and practices and South African acts (i.e., BCEA, EEA, LRA) 
• HR operations skills
• Administrative skills
• Coordination skills
• Customer service skills
• Communication skills (written and verbal)
• Problem solving skills

Experience

• 2 - 3 years of administrative experience within Human Resources/Human Capital function

Duties & Responsibilities    
PROCESS

• Collaborate closely with the Human Capital Business Partners (HCBP) to effectively execute sourcing and talent acquisition objectives.
• Conduct interviews exclusively for entry-level roles and oversee the entirety of the end-to-end recruitment administration processes.
• Thoroughly manage all aspects of recruitment administration in strict accordance with the established recruitment processes.
• To coordinate and manage recruitment meetings, interview and assessment scheduling, induction and onboarding processes, including all associated documentation.
• Track and update all recruitment process activities and generate reports in the relevant systems.
• Take charge of the seamless off-boarding processes for employees, encompassing retirement, resignation, or dismissal scenarios, ensuring their successful completion.
• Maintain employee information and documentation meticulously across all relevant systems, ensuring data accuracy, consistently update and upload documents to their appropriate platforms.
• Execute benefit consulting and benefit administration meticulously, adhering to established processes and guidelines.
• Offer proficient administrative support and expert guidance on matters related to employee benefits.
• Ensure timely submission of well-organised employee documentation to payroll, encompassing all employee types, including temporary, permanent, and locum personnel.
• Address ad hoc requests pertaining to recruitment and benefits administration promptly and efficiently.
• Collaborate on project-related tasks as needed, contributing to their successful completion.
• Proactively identify opportunities for process enhancements to boost efficiency and provide actionable recommendations.
• Manage all queries through the internal PeopleTrax system, ensuring responses are in line with SLAs (Service Level Agreements) and TATs (Turnaround Times).
• Contribute to enhancing the accuracy of headcount reports, aligning them with the specified master data of the company.
• Contribute to and champion process efficiencies within the human capital administration function to enhance and optimize the human capital value chain.
• Provide administrative support for ad-hoc people practices, including but not limited to organisational design, talent management, and culture initiatives.

CLIENT

• Build and maintain strong relationships with all relevant stakeholders, both internal and external.
• Responsively address client requests with a high level of competence, efficiency, and professionalism, striving for client satisfaction.
• Ensure client expectations are managed and consistently deliver on them, fostering trust and satisfaction.
• Make recommendations to enhance client service quality and promote fair treatment of clients within your area of responsibility.
• Actively participate in and contribute to a culture that emphasizes building rewarding relationships, encourages feedback, and provides exceptional client service.
• Continuously monitor and improve turnaround times and quality standards to enhance client service delivery.
• Drive the achievement of client service delivery goals in line with predefined standards, ensuring clients receive appropriate advice and after-sales service.
• Efficiently manage client query processes, tracking and resolving queries accurately while using them as a mechanism to improve client service and business processes.

PEOPLE

• Cultivate a positive work climate and contribute to a harmonious organisational culture.
• Assist in the recruitment and selection of suitably qualified talent, aligning with Employment Equity principles and the company's culture.
• Support and promote a culture that encourages best practices, fosters continuous learning, improvement, and team cohesion.
• Effectively manage your own performance within the team to ensure the achievement of business objectives.
• Actively engage in appropriate training interventions to enhance your professional development.
• Drive and actively support effective teamwork within your department.
• Demonstrate the company's core values consistently in your daily actions and interactions.

FINANCE

• Identify and propose solutions to enhance cost-effectiveness and increase operational efficiency within your area of responsibility.
• Manage all company resources under your control with the utmost respect and responsibility.

Competencies    

• Examining Information
• Documenting Facts
• Interacting with People
• Team Working
• Meeting Timescales
• Checking Things
• Following Procedures
• Managing Tasks

Deadline:22nd December,2025 

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Role Purpose    

• The Executive Assistant to the Exco team is responsible for providing comprehensive support to the CEO and Executive Team and supporting the management of the general office operations.  This position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.

Requirements    
Qualifications

• Matric
• Qualification in Office Administration
• Expert proficiency with Microsoft Office in particular MS Teams, Word and PowerPoint
• Proficiency on project management tools / software
• Ability to design and edit graphic presentations

Experience

• 5 years’ secretarial experience
• 3 years Executive PA assistance to a senior leader in a financial / insurance industry
• High degree of professionalism in dealing with diverse groups of people, including Board members, senior executives, staff and other internal and external stakeholders
• Exceptional organizational skills and impeccable attention to detail
• 5 years exceptional project coordination and planning experience essential
• Previous experience in managing deliverables with a high level of integrity and confidentiality

Duties & Responsibilities    
Effectively manage and execute administrative and secretarial activities

(Internal Process)

• Work closely with the CEO and/ Executive (Exco) team to keep them well informed of upcoming commitments and responsibilities by following up appropriately. Anticipate Exco needs in advance of meetings, conferences, etc.
• Serve as the primary point of contact for internal and external constituencies on all matters pertaining to the Exco team, including those of a highly confidential or critical nature. Prioritize and determine appropriate course of action, referral, or response, exercising judgement to reflect Exco team style and organization policy.
• Coordinate all Exco meetings and travelling and assist with staff meetings and events as needed.
• Complete a broad variety of administrative tasks that facilitate the Exco members ability to effectively lead the organization, including: assisting with special projects; designing and producing accurate and visually stimulating presentations, accurate and timeous minutes and agendas for meetings, collecting and preparing information for meetings with staff and outside parties; composing and preparing correspondence; maintaining contact lists and making travel arrangements
• When in the office, pro-actively screen incoming calls, correspondence and respond independently where possible
• Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications
• Support the flow of information within the Exco office, ensuring that matters requiring their personal attention are handled speedily
• Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes
• Replenish and manage office supplies
• Accurately escalate client complaints and queries to the relevant department
• Ensure records are kept in order and easily accessible
• Collate, compile and distribute documents to the required standards within defined timeframes
• Attend to ad hoc personal matters

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

• Effectively communicate at all management levels with clients/ stakeholders
• Build and maintain relationships with clients and internal and external 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

Self-management and teamwork (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

Contribute to financial controls and planning (Finance)

• Control and check expense claims for authorisation
• Prepare and check invoices and arrange for payments
• Identify solutions to enhance cost effectiveness and increase operational efficiency

Competencies    

• Good verbal and written communication
• Tact and diplomacy
• Discretion and trustworthiness: you will often be party of confidential information
• Organisational skills and the ability to multitask
• Time management and coordination
• Deadline driven
• The ability to be proactive and take the initiative
• Flexibility and adaptability

Deadline:18th December,2025

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Role Purpose    

• Accurately control and process financial information and prepare financial reports and analysis to enable business processes.

Requirements    
Qualifications

• Degree in Financial Management or Accounting

Experience

• 3-4 years’ experience in accounting
• 2 years reinsurance experience

Duties & Responsibilities    
Coordinate and control financial management process (Internal Process)

• Management of the accounting function for Guardrisk Insurance cell captive & contingency policy clients (by portfolio of clients allocated).
• Accurately, efficiently and timely capturing and reporting of transactions of their portfolio of client.
• Review and /or prepare payments documents and obtain the necessary source documentation and authorisation to effect payments timely and with the determined service level agreement levels.
• Review and approve the general ledger journal allocations based on levels of authority and policy.
• Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder.
• Prepare and review financial transactions and reporting of each client within their portfolio of clients.
• Compile and prepare monthly and year end reconciliations of their portfolio of clients.
• Identify and report respective accounting or reporting issues.
• Investigate and resolve any outstanding queries in relation to accounting issues.
• Portfolio support and management/servicing by working closely with the portfolio manager and other colleagues.
• Managing and training of accountants and junior accountants within the team.
• Reviewing and management of accountants and junior accounts portfolio of policies to ensure accuracy.
• Mentor accountants and junior accountants in the team.
• Identify and resolve problem sources or escalate to relevant level of authority.
• Special Projects assigned with the group
• Meeting company and client accounting, payment and reporting deadlines.
• Contribute to the enhancement of systems and processes issues in order to enhance financial management.
• 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.
• Identify and reconcile discrepancies and problems.
• Build and maintain relationships with clients as well as internal and external stakeholders.
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service within the organization.
• Prepare and provide necessary documentation to complete timely audit both for client and Guardrisk.
• Contribute to the audit process and resolve any audit queries within the deadlines set.

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

• Provide authoritative, expertise and advice to clients and stakeholders.
• 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.

Self-management and teamwork (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.

Manage budget and implement sound financial controls (Finance)

• Control and track the budget for the various portfolios.
• Contribute to the budgeting process and provide the relevant reports and analysis to support the process.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Deadline:4th January,2026