Latest Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• Deliver professional service to clients through various servicing channels (inbound calls, emails, walkin interactions etc.), and responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.

Requirements    

• Grade 12 (essential).
• 2-3 years' experience in a call Centre or client service environment (preferred).
• Exposure to the medical aid and/or health industry.
• MS Office proficiency.

Duties & Responsibilities    

INTERNAL PROCESS

• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant systems based on data received from the client.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Adhere to legislative /compliance requirements in the service process. Identify and report process and system failures and enhancements to improve client experience.

CLIENT

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate aftersales services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• 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.

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 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 form.

Competencies    

• Examining Information
• Documenting Facts
• Establishing Rapport
• Articulating Information
• Showing Composure
• Meeting Timescales
• Upholding Standards
• Taking Action
• Prioritisation
• Teamwork and collaboration
• Adaptability
• Display initiative

Closing Date    

• 2026/01/25

go to method of application »

Role Purpose    

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

Requirements    

MINIMUM QUALIFICATIONS

• Degree in Financial Management or Accounting 

MINIMUM EXPERIENCE

• 3-5 years’ experience in accounting, not article only experience
• Intermediate to advanced Excel

Duties & Responsibilities    

• Contribute to the efficient operation and management of the accounting function of the company.
• Meet company and client accounting, payment, and reporting deadlines.
• Accurately and efficiently capture, calculate and report financial transactions.
• Prepare and/or review payments, ensuring necessary source documentation and authorisation are obtained to effect payments timely and within service level agreements.
• Process payment transactions on policy administration system while considering impact on operational processes and clients.
• Perform bank reconciliations and manage bank account balances based on levels of authority and policy.
• Identify, investigate and resolve outstanding receipts and/or payments and related queries.
• Perform reconciliation and completeness checks of policy administration system reports.
• Prepare and/or review payroll transactions and related reporting and deal with queries.\
• Perform and/or review relevant financial compliance functions.
• Prepare and/or review statutory reporting, meet deadlines and deal with queries
• Compile and prepare monthly, quarterly and year-end reconciliations.
• Prepare and provide necessary documentation to complete timely audits.
• Contribute to the audit process and resolve any audit queries within set deadlines.
• Identify and resolve discrepancies and problems within the accounting functions of the company and/or escalate to the relevant level of authority.
• Assist and prepare VAT and IT calculation and returns.
• Contribute to the enhancement of systems and processes to improve financial management.
• Continuously develop expertise in professional, industry, and legislative knowledge.
• Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements with internal and external stakeholders and clients.
• Make recommendations to improve client service within your area of responsibility.
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Positively influence and participate in change initiatives.
• Continuously develop your expertise in professional, industry, and legislative knowledge.
• Contribute to continuous innovation by developing, sharing, and implementing new ideas.
• Take ownership of your career development.
• Ability to work independently with excellent work ethic.
• 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.

Competencies    

• Understands how the business operates, key processes, issues and risks.    
• Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
• Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
• Actively leads change, does what is right for the business and drives continuous improvement through innovation.  
• Prioritises the business interests and invests in the success of the group by aligning effort across divisions.
• Persuades, convinces, influences and inspires others, both within the company and externally to win support, loyalty and gain commitment to the purpose of the company.
• Manages self and relationships with others effectively and provides perspective in difficult situations.
• Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Closing Date    

• 2026/02/03

go to method of application »

Role Purpose    

• To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries.

Requirements    

Experience and Qualifications

• Matric or relevant qualification.
• Exposure to the insurance or financial services industry.
• 2 years relevant experience in client servicing environment.
• Microsoft Office Suite (Word, Excel).
• Employee Benefits experience (advantageous).

Duties & Responsibilities    

The incumbent will be co-responsible for the following:

• Answering calls from members and service providers to confirm benefits and assist with queries.
• Provide a first call resolution for resolving member and service provider queries.
• Ensure that documentation is completed accurately and correctly as per departmental guidelines in order to meet client needs.
• Effectively utilise IT systems to ensure accuracy of documentation.
• Adhere to policies and procedures and take corrective actions where necessary.
• Ensure all risks are mitigated and escalated where necessary.
• Provide excellent service to clients and stake holders to ensure client retention and satisfaction.
• Keep abreast of MMH product changes in order to effectively and accurately assist with client queries.
• Ensure Service Level Agreements are met and exceeded.
• Deal promptly with client requests in a competent, efficient and professional manner.
• Collaborate and partner with team members in order to drive and support effective teamwork.
• Display and live the MMH values when dealing with clients, stakeholders and members.

INTERNAL PROCESS

• Capture data accurately on relevant systems according to Service Level Agreements.
• Provide relevant information and documentation as requested, in line with relevant guidelines.
• File and maintain all relevant documentation, enabling ease of access by team members.
• Accurately complete all administrative and reporting requirements within agreed timeframes.

CLIENT

• Provide authoritative expertise to clients and 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.

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 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
• Please note that this role is based on the Pay for Performance remuneration structure.

Competencies    

• Planning and organising.
• Accountability.
• Customer orientation.
• Attention to detail.
• Good Communication skills.
• Good attention to detail.
• Interpersonal skills.
• Time management skills.

Closing Date    

• 2026/01/27

go to method of application »

Role Purpose    

• The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3 years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience:

• 3 to 5 years financial service industry experience
• 1 to 3 years relevant industry related sales experience.Experience in Momentum Myriad and Investo products is an advantage.
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
• Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.

Duties & Responsibilities    

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition.
• 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 and the minimum productive IFAs required.

Competencies    

• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• 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.
• Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
• Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
• Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
• Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
• Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.

Closing Date    

• 2026/01/26

go to method of application »

Role Purpose    

• To provide effective and efficient service to clients by receiving, evaluating and responding to telephonic/electronic enquiries timeously as well as preparing liquidation applications and liaising with liquidators & FSCA

Requirements    

• Matric (NQF Level 4)
• 1-3 Years relevant experience
• Retirement fund administration experience
• Intermediate MS Excel skills
• Industry and product knowledge
• Knowledge of relevant legislation

Duties & Responsibilities    

• Gathering relevant information and preparing liquidations.
• Drawing investment and member holdings reports for various stakeholders.
• Provide a quality control function related to all liquidations and assisting with audit queries.
• Liaising with the FCSA to facilitate the liquidations.
• Handling queries related liquidations out of the fund.
• Receive and action liquidation requests within specified SLAs on instruction from client or board.
• Deal promptly with all client requests in a competent, efficient and professional manner to ensure client satisfaction.
• Identify risks to company and ensure all risks are mitigated and escalated where necessary.
• Meet agreed liquidations priority deadlines to ensure termination of fund.
• Ensuring effective teamwork and co-dependence on other team members to expedite urgent claims processing.

Competencies    

• Accountability
• Attention to detail
• Communication skills
• Planning and organising
• Interpersonal skills

Closing Date    

• 2026/01/26

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: Financial Planning, Investment or Business Management, Marketing,Finance, Education and Legal
•  Willingness to study towards the degree and recognition of prior learning if you have 3 years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience:

• 3 to 5 years’ financial service industry experience (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 assurance
• 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

Closing Date    

• 2026/01/25

go to method of application »

Role Purpose    

• We're seeking a dynamic and experienced Tech Lead / Solution Architect to join our innovative team. In this role, you'll design and implement comprehensive technical solutions that drive our business forward, ensuring our projects align with strategic objectives and deliver maximum value.

What We Offer:

• Opportunity to work on challenging, high-impact projects
• Collaborative and innovative work environment
• Continuous learning and development opportunities

Requirements    

• Bachelor's degree in Computer Science, Software Engineering, or related field
• 8 years of experience in software development, with at least 6 years in architectural roles
• Strong knowledge of object-oriented design, distributed systems, and cloud technologies
• Experience with Agile methodologies and leading development teams
• Excellent communication skills, able to explain complex technical concepts to non-technical stakeholders

Preffered skills:

• Experience in financial services industry
• Familiarity with microservices architecture, containerization, and orchestration technologies
• Knowledge of DevOps practices and tools
• Experience with cloud platforms (AWS, Azure, or GCP)

Duties & Responsibilities    

• Design and oversee implementation of scalable, robust technical solutions
• Collaborate with business stakeholders to translate requirements into effective architectural designs
• Lead and mentor development teams, fostering a culture of code quality and continuous improvement
• Drive adoption of best practices in software development and architecture
• Conduct architectural reviews and provide technical direction for projects
• Balance technical debt with feature delivery to maintain a healthy codebase
• Contribute to strategic technology decisions and enterprise architecture evolution

What You'll Do:

• Solution Design: Analyze business needs and create end-to-end solution designs that address key issues and align with strategic goals.
• Technical Leadership: Guide development teams in implementing high-quality, scalable solutions. Conduct code reviews and promote best practices.
• Stakeholder Management: Work closely with business analysts, product owners, and other stakeholders to ensure solutions meet business requirements.
• Architecture Governance: Implement and maintain architectural standards across projects, ensuring consistency and integration.
• Innovation: Stay current with emerging technologies and propose innovative solutions to complex business problems.

Competencies    

• Articulating Information
• Challenging Ideas
• Developing Strategies
• Examining Information
• Exploring Possibilities
• Generating Ideas
• Making Decisions
• Providing Insights

Closing Date    

• 2026/01/28