New Openings at Momentum

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

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.

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Requirements

• Matric
• 2 years' experience in Employee Benefits administration

Duties & Responsibilities

• Accurately complete member and risk contribution reconciliations
• Investigate and resolve all non-reconciling items
• Monitor the monthly risk premium payments to respective insurers in line with agreed timelines
• Ensure all risk processes are updated to member records and reconciled weekly
• Check and approve late payment interest calculations
• Draft professional and relevant correspondence to clients
• Prepare and submit accurate reports on the status of the Retirement Fund administration
• Attend retirement related meetings to keep abreast of operations within the business
• Receive and review claim documentation in order to ensure that they are complete and accurate
• Follow up with clients on outstanding information
• Submit beneficiary statements to board of trustees for approval when necessary
• Process and pay claims as per service level agreements with clients
• Prepare and submit monthlyreports
• Investigate client queries within service level agreements and provide clients with timeous feedback
• Resolve and escalate client queries when necessary
• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with all clients and stakeholders in order to ensure 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
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.

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Duties & Responsibilities

Enthuse through Brand, SME Service & Digital

• 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.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice
• SIC understands 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 good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment 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

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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:

• 3 to 5 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

Enthuse through Brand, SME Service & Digital

• 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.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets

Enable and empower through partnership

• Momentum is seen as the business partner of choice
• SIC understands 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 good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.

Influence through coaching and learning

• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment 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 dealing

go to method of application »

Requirements

• Matric
• Degree in Human Resources or Industrial Psychology

Duties & Responsibilities

• Prepare job advertisements and post on the relevant platform to attract suitable candidates.
• Review and screen CVs received from job advertisements.
• In collaboration with the HR team, shortlist relevant candidates in line with the selection criteria.
• Conduct telephonic interviews with candidates to assess candidate suitability.
• Conduct reference, probity checks and background checks on shortlisted candidates and provide feedback to the relevant stakeholders.
• Book and coordinate the logistical arrangements for the recruitment and assessment process (interviews, meeting rooms etc).
• Coordinate and support the on-boarding and integration program for new employees.
• Make recommendations regarding candidate suitability based on interviews and checks to the relevant stakeholders.
• Serve as a key contact for candidates throughout the attraction, interview and offer stages.
• Capture and maintain employee and position management data on the relevant system and ensure that data quality and integrity standards are adhered to.
• Compile employee documentation and ensure that HR documentation is timeously and accurately submitted to the relevant stakeholders.

go to method of application »

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

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.