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  • Posted: Feb 28, 2024
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
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    It Intern - Centurion

    Requirements

    • Relevant IT qualification
    • 3-12 Months  development experience (essential).

    Duties & Responsibilities

    INTERNAL PROCESS

    • Collaborate with the Scrum Master/Project Manager to deliver quality, effective software, in line with the agreed development process and business needs.
    • Collaborate with stakeholders to gather requirements, conduct analysis and prioritise requests.
    • Conduct research and evaluate potential technical solutions to identified business problems.
    • Partner with Business and/or System Analysts to translate business requirements into workable solutions and document solutions into technical specifications.
    • Design and code new software functionality using code that is readable, maintainable and re-usable.
    • Conduct Unit Testing of own code, and System Integration Testing (SIT) of each solution and resolve all issues/queries timeously.
    • Collaborate with the testing team to co-create test cases to ensure that features within each application are working as expected.
    • Contribute to user acceptance testing (UAT) and training material to ensure that functionality is working correctly. 
    • Deliver coding into the applicable production environment once testing has been completed.
    • Provide stakeholders with regular feedback on the technical design and timelines for solution ensuring that business needs are met.
    • Maintain existing programmes according to change requests approved by business as and when needed.
    • Diagnose root causes of system issues through problem-solving and recommend potential solutions.
    • Monitor performance of solutions and make recommendations to improve the performance and functionality of the solution.
    • Log issues found in existing systems as internal change controls and ensure successful resolution of issues.

    CLIENT

    • Provide authoritative expertise and advice to clients and stakeholders.
    • Build and maintain collaborative, professional relationships with clients and stakeholders.
    • Deliver on service level agreements made with clients and stakeholders in order to ensure that expectations are managed.
    • 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 team members.
    • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
    • Participate and contribute to a culture of work-centric thinking, productivity, service delivery and quality management.
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of peers.
    • Take ownership for driving career development.

    FINANCE

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

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    Client Service Administrator - Centurion

    Requirements

    • 2 - 5years' relevant experience
    • Exposure to the insurance or financial services industry
    • Employee Benefits experience (advantageous)
    • MS Office Suite (Word, Excel)

    Duties & Responsibilities

    INTERNAL PROCESS

    • Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
    • 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.
    • Adhere to all relevant legislative / compliance requirements.
    • Identify and report process and system failures and enhancements to improve client experience.

    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 orderto ensure that client expectations are managed.
    • Make recommendations to improve client service and fair treatment of clients within area ofresponsibility.
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback andprovides exceptional client service.

    PEOPLE

    • Develop and maintain productive and collaborative working relationships with peers andstakeholders.
    • 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 newideas.
    • 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 theappropriate forum.

    Additional Information:

    NB: This role is on a Pay for Performance remuneration structure.

    go to method of application »

    Distribution Support Administrator Southern Cape Graduate

    Requirements

    • A minimum of an LLB or BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal
    • No prior industry experiences
    • Our offices are based in Belville - you are required to reside in Cape Town and surrounding areas
    • Digital capabilities as you are required to engage digitally with stakeholdersCompetencies required. 

    Duties & Responsibilities

    • Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
    • Contribute to a culture that guides and directs best practices, fostering an environment of continuous learning improvement and cohesiveness.
    • Identify your own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.

    go to method of application »

    Retail Business Consultant - Mbombela

    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 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

    Method of Application

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