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
- To maintain client portfolios by fostering relationships with clients and brokers, whilst overseeing medical schemes administration, compliance and resolving queries.
Requirements
- Matric (grade 12) certificate
- Diploma in Marketing/ Business Management and or equivalent relevant qualification
- Financial Advisory and Intermediary Services (FAIS) / Regulatory Exam (RE) accreditation
- Wealth Management certificate
- Regulatory Exam (RE) 5
- Vaild Code 8 Drivers Licence (Own Car)
- 3 - 5 years demonstrated track record as an Account Executive or in comparable sales/customer service roles
- Demonstrated experience in corporate and broker relations
- Experience overseeing multiple accounts and capitalising on new business opportunities
- Experience in analysing client requirements and preferences
- Experience in the Heath Industry (Essential)
- Experience in Presenting at different stakeholder levels (Member – CEO level)
Duties & Responsibilities
INTERNAL PROCESS
- To optimise efficiency and client satisfaction, diligently adhere to scheduled appointments, record them accurately, and promptly arrange alternatives while maintaining effective communication with the designated manager and brokerage, fostering a professional image and contributing to the organisation's success and growth.
- Take a proactive approach in identifying lucrative business opportunities, potential weaknesses, and the competitive landscape within the market, effectively sharing leads with the appropriate stakeholders for further management and strategic action, contributing to the organisation's sustained growth and competitive advantage.
- Deliver a comprehensive service to the broker network, seamlessly covering existing and new business initiatives along with related activities, while strictly adhering to the Service Level Agreement per client, ensuring exceptional client satisfaction and fostering long-term partnerships for sustained business growth.
- Assume responsibility for promoting all service-related initiatives introduced by the organisation to clients and brokers, actively engaging with stakeholders to increase awareness and participation, thereby enhancing the organisation's value proposition and bolstering its brand reputation.
- Ensure an ample supply of necessary stationery for the administration process at pay points, ensuring seamless operations and efficient handling of tasks to support the overall effectiveness and productivity of the organisation.
- Exhibit office-bound responsiveness by promptly attending to queries, addressing emails, providing timely feedback to members, and efficiently managing administrative duties when no appointments are scheduled, ensuring smooth operations and exceptional customer service delivery.
- Identify and pursue upselling and cross-selling opportunities within existing client accounts to increase revenue.
- Ensure strict adherence to the prescribed workflow process when submitting queries to internal consultants for investigation, promoting efficient communication and problem-solving to expedite resolutions and enhance overall workflow effectiveness.
CLIENT
- Actively participate in all relevant meetings, including AGM and scheme-related service meetings, contributing to effective communication and collaboration, and staying informed about key developments and initiatives within the organisation.
- Efficiently arrange and schedule service meetings with clients, ensuring seamless coordination and engagements.
- Produce regular reports to clients, taking the lead in initiating, generating, and facilitating reports and providing valuable insights to support informed decision-making and strengthen client relationships.
- Cultivate and nurture strong client relationships by proactively fostering open and collaborative communication, leading to enhanced client loyalty and sustained business partnerships.
- Organise informative presentation sessions and member education sessions at all pay points, conducted at least once a year, to promote member awareness and understanding of benefit designs and managed care products.
PEOPLE
- Promoting accurate and reliable data for informed decision-making and smooth operational processes.
- Organise and schedule workshops for members in collaboration with relevant stakeholders, ensuring a comprehensive understanding of admin procedures and company product offerings.
- Proactively communication with relevant stakeholder to provide industry information, support, and assistance in addressing changes and operational requirements.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- 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.
FINANCE
- Adhere to the allocated budget for client entertainment, travel, and other financial aspects, ensuring responsible financial management.
- 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.
Competencies
- Providing Insights
- Articulating Information
- Meeting Timescales
- Interacting with People
- Showing Composure
- Seizing Opportunities
- Convincing People
- Thinking Positively
- Team Player
Closing Date
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Role Purpose
- The Senior Java / Angular Engineer is responsible for applying deep technical expertise to design, build, and evolve modern, service-based applications that reduce platform coupling and enable scalable, modular integration across the enterprise.
- The role focuses on delivering high-quality front-end and back-end solutions using Angular, Java, and associated cloud-native technologies.
- This position plays a critical role in shaping solution design, influencing architectural direction, and contributing to the long-term evolution of Momentum’s technology landscape.
- The incumbent is expected to operate across the full software development lifecycle, combining hands-on delivery with thoughtful technical leadership and collaboration across business and technology teams.
Requirements
Education:
- Bachelor’s or Master’s degree in Computer Science, Information Systems, or a related discipline, or equivalent experience gained within the financial services sector.
- Minimum of 8 years’ professional experience in Java and JavaScript development within financial services, investment platforms, or comparable regulated environments.
- Proven experience designing and delivering enterprise-grade applications across front-end and back-end layers.
- Exposure to modern integration patterns and service-oriented or microservices-based architectures.
Certifications:
- Relevant Java and/or JavaScript certifications are advantageous.
Technical Expertise:
The role requires strong practical capability across modern application development and cloud-native technologies, including:
- Web technologies: HTML, CSS, JavaScript, HTTP/HTTPS protocols
- Component-based frontend frameworks, such as Angular or React.
- Backend NodeJS frameworks such as Express
- Java frameworks such as Spring
- Relational databases and SQL
- Containerisation and orchestration (e.g. Docker)
- Source control using Git
- Unit testing frameworks (Jest, JUnit, Mockito)
- Openness and interest in AI-assisted tools such as Github CoPilot and Claude Code.
Duties & Responsibilities
Software Design & Development:
- Design, implement, and maintain high-quality Java and Angular applications across front-end and back-end layers.
- Apply appropriate architectural and design patterns to deliver scalable, maintainable solutions.
- Integrate developed components into fully functioning systems aligned to enterprise standards.
- Ensure solutions meet functional and non-functional requirements, including performance, security, and resilience.
Engineering Quality & Verification:
- Define and uphold unit and integration testing strategies to ensure solution correctness and stability.
- Maintain strong coding standards with emphasis on clarity, maintainability, and testability.
- Troubleshoot, diagnose, and resolve application defects and system issues.
- Actively incorporate user feedback and operational insights to improve solution robustness over time.
Architecture, Design & Standards:
- Produce and maintain technical design artefacts and architectural documentation.
- Participate in solution and architectural design sessions, contributing informed technical perspectives.
- Interpret and apply UML artefacts and design models.
- Support alignment to agreed architectural principles, frameworks, and technical standards.
- Reinforce development guidelines, best practices, and engineering standards across the team.
Platform Evolution & Innovation:
- Analyse trends, platform metrics, and system behaviour to inform optimisation initiatives.
- Design and propose improvements that address key business challenges and support strategic objectives.
- Stay current with emerging technologies, tooling, and industry practices relevant to digital and financial platforms.
- Explore and propose innovative approaches to meet evolving client and business needs.
Stakeholder Engagement & Collaboration:
- Communicate technical options, constraints, and trade-offs clearly to business and technical stakeholders.
- Work collaboratively across teams to support effective delivery and system integration.
- Support shared ownership of outcomes and contribute positively to team dynamics.
Operational Support & Risk Management:
- Provide support for production systems, including enhancements and defect remediation.
- Identify technical and delivery risks early and escalate appropriately.
- Ensure adherence to security principles, compliance obligations, and operational controls.
- Contribute to technology roadmaps and support alignment with broader IT strategies.
Competencies
- Proactive and self-directed approach to work
- Structured, analytical problem-solving capability
- Strong focus on delivery outcomes and business value
- Flexibility in approach and ability to adapt under changing conditions
- High levels of accountability and ownership
- Resilience and ability to perform effectively under pressure
- Clear and effective communication skills
- Strong collaboration and teamwork mindset
- Ongoing commitment to learning and technology currency
- Ability and willingness to coach and mentor team members
Closing Date
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Role Purpose
- Accurately process retirement fund member's data and provide fund administration services within agreed service levels.
Requirements
- Grade 12 or equivalent
- 2 Years’ relevant experience within a financial services environment
- Employee benefits experience will be an advantage
Duties & Responsibilities
- The incumbent will be co-responsible for the following:
- Accurately complete member and risk contribution reconciliations.
- Responsible for incoming client calls and following up to request outstanding client information.
- Investigate and resolve all non-reconciling items.
- Monitor the monthly risk premium payments to respective insurers inline 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.
- Process and pay claims as per service level agreements with clients.
- Prepare and submit monthly reports.
- 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.
- Please note that this role is based on the Pay for Performance remuneration structure.
Competencies
- Attention to details.
- Accountability.
- Customer orientation.
- Planning and organising skills.
Closing Date
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Role Purpose
- We are seeking a detail-oriented and experienced Financial Accountant to join our team at Momentum Investments. The ideal candidate will be responsible for the full accounting and financial control function for an Asset Manager.
- Attention to detail and meeting deadlines are essential. This role involves working closely with the finance team to support overall financial operations and contribute to the company's financial health. This role will report directly into the Financial Controller
Requirements
- Bachelor's degree in accounting, Finance, or related field. Professional accounting certification (e.g., CA SA, CPA, ACCA) is preferred.
- A minimum of 3-5 years' relevant financial accounting experience (in the Investment Management / industry is a requirement). Proven experience with financial reporting, budgeting and tax compliance.
- Experience in accounting for foreign entities and foreign exchange will be advantageous.
Knowledge:
- JDE knowledge will be an advantage.
- Sound knowledge of accounting principles and practices.
- Solid Excel knowledge with basic to advanced use of functions.
- In depth knowledge of IFRS, accounting principles and reporting standards
Duties & Responsibilities
- Financial Reporting: Prepare and analyse financial statements, ensuring accuracy and compliance with relevant accounting standards.
- General Ledger Management: Maintain and reconcile general ledger accounts, ensuring accurate and timely posting of transactions.
- Budgeting and Forecasting: Assist in the preparation of budgets and financial forecasts, monitoring variances and providing analysis.
- Accounts Payable and Receivable: Manage accounts payable and receivable processes, including invoice processing, payment collections, and vendor management.
- Tax Compliance: Ensure compliance with tax regulations, preparing and filing tax returns and related documentation.
- Audit Support: Assist with internal and external audits, providing necessary documentation and support to auditors.
- Financial Analysis: Conduct financial analysis to support decision-making processes, identifying trends and providing insights.
- Policy and Procedure Development: Develop and implement accounting policies and procedures to ensure efficient and effective financial operations.
- Internal Financial Control: Refining and maintain the internal financial control monitoring, reporting and auditing frameworks.
- System Maintenance: Utilize and maintain financial software systems, ensuring data integrity and accuracy.
- Team Collaboration: Work closely with the finance team and other departments to support overall financial operations and achieve business objectives.
- Accurately process month-end entries to ensure all financial accounting transactions supporting financial flows is completed up to the Trial Balance stage.
- Release monthly payments to Fund Managers and creditors on schedule to support financial operations and maintain cash flow.
- Oversee daily and monthly bank reconciliations for both local and offshore accounts, ensuring accuracy and timely resolution of discrepancies.
- Prepare monthly VAT reconciliations and SARB submission, ensuring compliance with tax obligations and accuracy in reporting.
- Prepare tax calculations and journals.
- Provide comprehensive information to Auditors during the annual audit, facilitating a smooth and efficient audit process and ensuring transparency.
Competencies
- Financial Acumen: Deep understanding of financial principles and practices.
- Analytical Thinking: Ability to analyse financial data and provide meaningful insights.
- Attention to Detail: High level of accuracy in financial reporting and record-keeping.
- Problem-Solving: Strong problem-solving skills to identify and resolve financial issues.
- Communication: Effective communication skills to convey financial information clearly.
- Team Collaboration: Ability to work collaboratively with the finance team and other departments.
- Ethical Conduct: Commitment to maintaining ethical standards and confidentiality in financial matters.
Skills:
- Strong knowledge of accounting principles and standards.
- Proficiency in accounting software and financial management systems.
- Excellent analytical and problem-solving skills.
- Attention to detail and high level of accuracy.
Leadership and collaboration:
- Provide technical guidance and mentorship to junior accountants and finance administrators
- Collaborate cross functionality with other departments to ensure alignment and financial transparency
- Uphold the organizations values and promote a culture of accountability and excellence
- Strong communication and interpersonal skills.
Closing Date
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Role Purpose
- Provide efficient and effective application of risk underwriting rules for new business to ensure protection of the risk pool in doing so appropriately rate any risk and communicate effectively with both internal/external clients.
Requirements
- Matric Qualification
- B-Degree in Business, Finance or related field
- Relevant medical qualification (nursing, physiotherapy or equivalent)
- 10 years risk insurance underwriting experience
Duties & Responsibilities
- Underwriting quality and competitive risk cases
- Analyse and evaluate life insurance applications against set criteria in order to determine the client's financial, medical, occupational and avocational risk to the business.
- Collaborate with relevant stakeholders, such as medical personnel, product development and financial advisors, to obtain information relevant to the client's life insurance application.
- Interact with medical professionals and other stakeholders to arrive at a decision that reflects the risk.
- Provide quality guidance and training to the underwriting team to ensure quality of decision making.
- Escalate client applications as and when necessary where risk is uncertain or approval and rejection is unclear.
- Partner with client and brokers to ensure they understand context and reason a decision was made.
- Make recommendations on the client's application and determine if this should be approved or rejected based on set criteria.
- Ensure that the quality of the work produce meets the internally set minimum requirements for audit purposes.
- Correctly summarise the applicant’s information in a way that is articulated correctly and maintain detailed records of policies underwritten and decisions made in line with organisational policies and relevant legislation.
- Maintain internally set service level agreements to ensure applications are processed timeously.
- Adhere to relevant legislation and compliance policies and procedures that might impact the processing of the accepted application.
- Continuously update knowledge and skills required for the role through partaking in training and keeping up to date with market trends and current affairs.
Signing authority
- Authorized to assess, underwrite and approve insurance risks in accordance with the company’s underwriting guidelines, delegated authority framework, and applicable regulatory requirements. The role will have minimum signing authority requirement of R30 000 000 life cover per risk.
- Building sustainbale partnerships with brokers, stakeholders and clients
- Build and maintain relationships with clients and internal and external stakeholders such as borker consultants, Product Development, Claims, Reinsurers, Research and Development, non-disclosure unit, etc.
- Provide authoritative, expertise and advice 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.
- Ensure that relevant stakeholder such as the brokers are constantly given up to date feedback on any updates or changes regarding the client’s application.
- 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.
- Contribute to an environment of continuous learning
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Enable colleagues with through sharing learnings and transferring skills and knowledge.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Take ownership for driving career development.
- Enabling efficiencies through a digital mindset
- Positively influence and participate in change initiatives.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
Competencies
- Examining Information: Analyses and processes information; asks probing questions; strives to find most suitable solutions to problems.
- Documenting Facts: Writes fluently when documenting facts; understands arguments logically; focuses on finding facts
- Checking Things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
- Producing Output: Is focused on activity and works quickly; keeps busy and maintains productivity; is comfortable multi-tasking to produce output.
- Interpreting Data: Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.
- Following Procedures: Conforms and adheres to rules; closely follows instructions and procedures; minimises risks by sticking to processes.
- Upholding Standards: Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
- Understanding people: Shows empathy and compassion; attends and listens to people; is attentive and understands the motivation in others.
- Team work: Support and collaborate with team members towards a mutual outcome.
- Showing Composure: Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new and different challenges.
Skills
- Analytical skills
- Communication skills
- Attention to detail
- Interpersonal skills
- Planning and organising skills
- Prioritisation skills
Closing Date
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Role Purpose
- Reporting to the Group Chief Executive Officer (GCEO), this is a critical senior leadership position not just managing a business unit but contributing meaningfully to shaping the strategy and future of our business, including strategic and financial outcomes, as a formal member of the Group Executive Committee (Group Exco).
- Provide strategic direction and performance of the Momentum Health business by driving innovation, operational excellence, market leadership, and long-term sustainable growth across the entire value chain.
- Champion a high-performance, client-centric, and digitally enabled organisation that delivers exceptional stakeholder value, strengthens governance, and positions Momentum Health as an industry leader.
Requirements
Qualifications:
- Post-graduate degree in Business Management, Clinical studies or related field
- MBA an advantage
Knowledge & Experience:
- A deep understanding of the dynamics in the SA Health insurance industry
- 20 - 25 years health industry experience with specific focus on Medical Scheme administration and managed care
- Exposure to full value chain medical scheme management and the implementation of an integrated client value proposition to create value for all clients
- A proven track record of delivering and digital process innovation
- At least 10 years of senior or executive level leadership experience
- Stakeholder management and influencing
Duties & Responsibilities
PROCESS
- Lead the strategic vision and execution of the Momentum Health business by aligning value chains, driving innovation in health solutions and capabilities, and ensuring long-term organisational success.
- Champion industry leadership through business intelligence and stakeholder engagement. Ensure operational excellence by driving compliance, optimising client service, and implementing high-impact strategic projects that enhance profitability and growth.
- Ensure governance, ethics, and risk management frameworks are implemented to ensure transparency and safeguard shareholder interests.
HEALTH SOLUTIONS LEADERSHIP
- Drive continuous enhancement and rigorous management of the member solutions portfolio, ensuring solutions remain competitive and relevant to evolving client needs.
- Oversee cost optimisation initiatives and robust profitability analysis to maximise value creation while maintaining member solutions integrity and market alignment. Proactively identify opportunities for innovation and improvement, implementing strategies that balance operational efficiency with exceptional client outcomes. Steer cross-functional collaboration to deliver member solutions that anticipate market trends and exceed stakeholder expectations.
- Ensure that the solutions developed in the business pro-actively addresses the dynamics reflected in the health economics and health industry of South Africa.
CLIENT
- Foster strong, collaborative relationships with clients and stakeholders to deliver integrated, innovative member solutions. Continuously enhance client experience by designing impactful journeys, aligning offerings with evolving needs, and promoting a culture of feedback and excellence. Maintain a competitive edge through active networking, benchmarking, and thought leadership across industry forums.
- Drive the partnership with channels and distribution, collaborate with key partners to expand market reach and adapt to shifting client preferences. Leverage data-driven insights to identify new distribution opportunities and ensure that all channels align with the organisation’s value proposition and customer experience objectives.
STAKEHOLDERS
- Establish strong, trust-based relationships with key internal and external stakeholders to foster strategic alignment and drive long-term value creation. Success is measured by stakeholder satisfaction, strategic partnership growth, and the effectiveness of stakeholder communications. Active engagement in industry forums and regulatory bodies (e.g. ASISA) to protect the company’s reputation and license to operate.
PEOPLE
- Cultivate a vibrant and inclusive work culture that inspires productivity, learning, and collaboration. Lead by example through active engagement and alignment with organisational purpose and culture. Attract and retain top talent by fostering a diverse work environment and promote continuous growth across the team. Foster employee engagement and high performance through inclusive leadership and cultural alignment.
COMMERCIAL
- Deliver strategic financial outcomes by driving new business value and earnings growth, optimising pricing models, and ensuring effective budgeting across the value chain.
- Optimise the profitability of the business to create a high performing sustainable business that attracts further investment and creates value for shareholders, clients and employees.
- Manage shareholding in the business to deliver on the vision of a transformed Health business and deliver value for all stakeholders. Strengthen governance and compliance through the implementation of ethical frameworks, risk management systems, and alignment with King V principles.
- Seek and develop opportunities for client growth and possible amalgamations.
- Enhance operational efficiency, protect capital, and drive sustainable returns for shareholders. Ensure transparency and integrity across the value chain to build investor confidence and long-term enterprise value. Align financial oversight with strategic goals to support profitability and responsible growth.
TECHNOLOGY
- Identify and drive critical digital and technology initiatives and investments that will innovate the business value chain and deliver essential efficiencies. Champion the adoption of emerging technologies to streamline operations, enhance the efficiency of claims processes, enhance client experience, and reinforce Momentum Health’s position as an industry leader.
- Collaborate with cross-functional teams to ensure technology strategies are aligned with overall business objectives and support sustainable growth, with a specific focus on the integration of artificial intelligence to manage the cost base of the business, and enhance processes.
MARKET POSITIONING
- Position Momentum Health as a market leader and innovator, within both adviser and client segments. Act as the brand ambassador, ensuring Momentum Health is recognised as the brand of choice by consistently communicating its unique value proposition across key external platforms, industry events, and thought leadership forums.
- Develop a deep understanding of the competitive landscape and effectively position the business to respond to evolving market dynamics and consumer demands.
- Drive proactive market engagement strategies to reinforce Momentum Health’s leadership, enhance brand equity, and secure prominent visibility among both consumers and industry stakeholders.
Competencies
- Analytical skills
- Executive disposition
- Ability to engage in complex and strategic matters
- Business acumen
- Communication skills (written and verbal)
- Client, channel, and stakeholder engagement
- Ability to collaborate
- Accountability and ethical decision-making
- Data and insights-driven decision-making
- Impact and influencing skills
- Embracing change
- Effective people leadership
Closing Date
go to method of application »
Role Purpose
- Provide efficient and effective application of risk underwriting rules for new business to ensure protection of the risk pool in doing so appropriately rate any risk and communicate effectively with both internal/external clients.
Requirements
- Grade 12 or equivalent qualification
- B-Degree in Business, Finance, or related field
- Relevant medical qualification (nursing, physiotherapy, or equivalent)
- 5-8 years risk insurance underwriting experience
Duties & Responsibilities
- Underwriting quality and competitive risk cases
- Analyse and evaluate life insurance applications against set criteria in order to determine the client's financial, medical, occupational and avocational risk to the business.
- Collaborate with relevant stakeholders, such as medical personnel, product development and financial advisors, to obtain information relevant to the client's life insurance application.
- Interact with medical professionals and other stakeholders to arrive at a decision that reflects the risk.
- Provide quality guidance and training to the underwriting team to ensure quality of decision making.
- Escalate client applications as and when necessary where risk is uncertain or approval and rejection is unclear.
- Partner with client and brokers to ensure they understand context and reason a decision was made.
- Make recommendations on the client's application and determine if this should be approved or rejected based on set criteria.
- Ensure that the quality of the work produce meets the internally set minimum requirements for audit purposes.
- Correctly summarise the applicant’s information in a way that is articulated correctly and maintain detailed records of policies underwritten and decisions made in line with organisational policies and relevant legislation.
- Maintain internally set service level agreements to ensure applications are processed timeously.
- Adhere to relevant legislation and compliance policies and procedures that might impact the processing of the accepted application.
- Continuously update knowledge and skills required for the role through partaking in training and keeping up to date with market trends and current affairs.
Signing authority
- Authorized to assess, underwrite and approve insurance risks in accordance with the company’s underwriting guidelines, delegated authority framework, and applicable regulatory requirements. The role will have minimum signing authority requirement of R10 000 000 life cover per risk.
- Building sustainbale partnerships with brokers, stakeholders and clients
- Build and maintain relationships with clients and internal and external stakeholders such as borker consultants, Product Development, Claims, Reinsurers, Research and Development, non-disclosure unit, etc.
- Provide authoritative, expertise and advice 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.
- Ensure that relevant stakeholder such as the brokers are constantly given up to date feedback on any updates or changes regarding the client’s application.
- 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.
- Contribute to an environment of continuous learning
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Enable colleagues with through sharing learnings and transferring skills and knowledge.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Take ownership for driving career development.
- Enabling efficiencies through a digital mindset
- Positively influence and participate in change initiatives.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
Competencies
- Examining Information: Analyses and processes information; asks probing questions; strives to find most suitable solutions to problems.
- Documenting Facts: Writes fluently when documenting facts; understands arguments logically; focuses on finding facts.
- Checking Things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
- Producing Output: Is focused on activity and works quickly; keeps busy and maintains productivity; is comfortable multi-tasking to produce output.
- Interpreting Data: Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.
- Following Procedures: Conforms and adheres to rules; closely follows instructions and procedures; minimises risks by sticking to processes.
- Upholding Standards: Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
- Understanding people: Shows empathy and compassion; attends and listens to people; is attentive and understands the motivation in others.
- Team work: Support and collaborate with team members towards a mutual outcome.
- Showing Composure: Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new and different challenges.
Skills
- Analytical skills
- Communication skills
- Attention to detail
- Interpersonal skills
- Planning and organising skills
- Prioritisation skills
Closing Date
go to method of application »
Role Purpose
- The Senior Data Engineer is responsible for delivering and evolving data engineering capabilities that enable trusted analytics, reporting, and insight generation across Momentum Investments. The role focuses on the design, build, and operational support of scalable data pipelines and data platforms, ensuring data is secure, high-quality, and readily available to downstream consumers.
- Operating within an Agile delivery environment, the Senior Data Engineer works closely with fellow Data Engineers, analytics and BI teams, Product Owners, and business stakeholders.
- Beyond hands-on engineering, this role carries accountability for technical direction within the team, supporting design decisions, uplifting engineering standards, and guiding the use of AI capabilities in a controlled, governance-aligned manner to improve delivery effectiveness
Requirements
- Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related discipline. Relevant certifications are beneficial.
- 4–7+ years of professional experience in data engineering or related roles.
- Demonstrated experience delivering production-ready data pipelines and platforms.
- Strong exposure to AWS-based data architectures.
- Hands-on experience working within Agile or SAFe delivery environments.
- Exposure to implementing AI tooling or capabilities within engineering workflows.
- Demonstrated ability to apply AI responsibly in engineering work, including validation of outputs.
- Practical experience using AI to support data pipeline understanding, optimisation, testing, or documentation.
- Advanced Python and SQL capabilities.
- Strong foundation in data modelling, analytics-oriented schema design, and data warehousing principles.
- Experience ingesting data from relational databases, cloud storage, APIs, and file-based sources.
- Proficiency with Git-based version control, CI/CD pipelines, and automation.
- Familiarity with analytics and BI tools such as Power BI.
Duties & Responsibilities
Delivery Ownership within Agile Execution:
- Contribute to the delivery of data engineering outcomes aligned to sprint goals and program-level commitments.
- Actively engage in Agile ceremonies, contributing to planning, estimation, prioritisation, and continuous improvement discussions.
- Decompose data features into implementable tasks and provide reliable effort estimates.
- Ensure outputs meet agreed functional, performance, and data quality expectations.
Data Engineering & Pipeline Development:
- Design and implement data ingestion and transformation pipelines across multiple systems and data domains.
- Build solutions that support scalable batch and incremental processing patterns.
- Ensure robustness of pipelines through appropriate error handling, monitoring, and alerting.
- Implement data validation and reconciliation mechanisms to maintain confidence in data assets.
Platform Design & Architectural Consistency:
- Design data solutions that align with Momentum Investments’ data platform strategy and target architecture.
- Contribute to the ongoing evolution of the cloud-based data environment (AWS-aligned).
- Assess the impact of design choices on security, performance, cost, and supportability.
- Identify integration points, upstream/downstream dependencies, and potential risks early in the delivery lifecycle.
Technical Leadership, Coaching & Enablement:
- Provide guidance and technical oversight to less experienced data engineers.
- Support analytics, BI, and data science teams with clarity on data structures, availability, and pipeline behaviour.
- Encourage sound engineering judgment, curiosity, and continuous learning within the team.
- Actively contribute to defining shared standards, patterns, and best practices.
Engineering Quality & Standards:
- Review data engineering code and configuration to uphold consistency, reliability, and maintainability.
- Drive improvements through optimisation and simplification of existing pipelines and data models.
- Apply disciplined engineering practices including version control, automated testing, CI/CD, and structured releases.
- Ensure solutions are documented sufficiently for operational support and future changes.
AI-First SDLC Adoption (Governance-Led):
- Promote responsible use of AI to enhance data engineering productivity and solution quality, within Momentum Group and Momentum Investments governance frameworks.
- Use only enterprise-approved AI tooling in line with secure development and AI governance policies.
- Ensure that no sensitive, proprietary, or client-related information is exposed to public or unapproved AI platforms.
- Validate all AI-assisted outputs prior to use and retain accountability for correctness, compliance, and production readiness.
- Identify practical, low-risk opportunities to embed AI support across design, development, testing, and documentation activities.
Applied AI in Data Engineering (Practical Enablement):
- Use AI to support understanding of complex data flows, transformations, and lineage across the platform.
- Apply AI assistance to propose improvements to pipeline logic, performance, and resilience (subject to validation).
- Leverage AI to aid query formulation, data exploration, and test scenario creation.
- Support documentation and onboarding efforts by accelerating the creation of technical explanations and data references.
- Suggest incremental AI-enabled improvements to team practices, aligned to governance and security expectations.
Operational Support, DevOps & Incident Response:
- Contribute to data platform operational readiness, deployment pipelines, and monitoring capabilities.
- Assist in diagnosing and resolving data-related incidents and failures.
- Participate in root cause analysis and implement corrective actions to improve platform stability.
- Support operational prioritisation processes and response protocols where required.
Security, Risk & Compliance:
- Build data solutions with privacy, access control, and regulatory considerations embedded by design.
- Identify data risks and contribute to mitigation actions.
- Support remediation of audit findings, security issues, and compliance gaps.
- Raise delivery or platform risks proactively and contribute to mitigation planning.
Stakeholder Engagement & Communication:
- Communicate technical progress, constraints, and decisions clearly to business and technical stakeholders.
- Collaborate effectively across technology and analytics teams.
- Promote constructive teamwork and positive contribution to organisational culture.
Documentation & Delivery Governance:
- Maintain accurate technical documentation covering pipelines, data models, and operational considerations.
- Adhere to delivery governance, change management, and release processes.
- Ensure work tracking and status updates are accurately reflected in Jira and related tools.
Competencies
- Strong analytical thinking and problem-solving ability.
- Clear communication skills and ability to engage with both technical and business stakeholders.
- Experience coaching or guiding other engineers.
- Strong focus on maintainable engineering solutions and technical debt management.
- Awareness of data security, privacy, and governance obligations.
- Sound understanding of risks associated with AI-assisted development and how to manage them through engineering controls.
Closing Date
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Role Purpose
- To provide an effective and efficient service to clients and intermediaries by receiving, evaluating, and responding to queries timeously.
Requirements
Experience and Qualifications
- Grade 12 (NQF Level 4).
- 4-6 Year's relevant experience.
- Employee benefits experience is essential.
- Extensive industry knowledge and product knowledge as well as relevant legislation.
Duties & Responsibilities
- Effective and prompt management of the team mailbox.
- Ensuring effective management of the Credit Control accounts for the Retirement and Risk Book of Business of the team.
- Ensuring effective management of the risk claims accruals of the team.
- In conjunction with the Administration Manager be accountable for the preparation of the Quarterly Admin Reports.
- Assisting with the checking of claims and contribution cycles(recons) as the need arises.
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Ensuring adherence to organisational best practice and legislative requirements.
- Adhering to policies and procedures and taking corrective action where necessary.
- Ensuring all risks are mitigated and escalated where necessary.
- Engaging in effective communication and delivering according to Service Level Agreements and providing first time resolution.
- Maintaining a consistent service delivery to ensure client retention and satisfaction.
- Supporting the Administration Manager and client centric model that enables efficient and effective client service.
- Assist on the contact centre as the need arises.
- Resolve complaints effectively within specified time frames and recommend corrective action to resolve the customer's complaint or query.
Competencies
- Accountability.
- Attention to detail.
- Customer orientation.
- Communication with impact.
- Organisation and planning skills.
- Team player.
- Time management.
Closing Date
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Role Purpose
- To provide proactive, high-impact executive and personal assistant support to the Executive: Group Technology. The role requires strong judgement, discretion, organisational excellence, and the ability to operate confidently within a complex, fast-moving enterprise environment.
- The incumbent will act as a trusted business partner, enabling executive effectiveness, operational efficiency, and stakeholder alignment.
Requirements
Formal Qualifications
- Grade 12 or equivalent
- Diploma or certification in Office Administration, Executive/Personal Assistance, or Secretarial Studies
- Additional certification in project coordination, business administration, or finance administration (Advantageous)
- Enterprise systems exposure (HR, Finance, IT service tools)
- Advanced Microsoft 365 (Outlook, Teams, OneNote, PowerPoint, Excel) including AI Tooling
Experience
- 5 – 7 years relevant Executive Assistant / Personal Assistant experience (Essential)
- Proven experience supporting a senior executive or leadership team (Essential)
- Exposure to financial services, insurance, or large corporate environments (Desirable)
- Experience coordinating across multiple functional teams and stakeholders (Desirable)
Duties & Responsibilities
Internal Process & Executive Support
- Proactively manage, coordinate, and maintain the Executive’s complex diary and priorities
- Coordinate all aspects of meetings, workshops, and functions (logistics, venues, catering) in line with executive requirements and budget parameters
- Provide end-to-end administrative support for meetings, including agenda coordination, preparation, collation, and timely distribution of presentations, packs, minutes, and follow-ups
- Manage travel arrangements in accordance with approved business processes and budget parameters
- Act as the first point of contact for incoming correspondence and calls, responding independently where appropriate and escalating judiciously
- Maintain high standards of executive office administration, ensuring efficiency and continuity
Client & Stakeholder Engagement
- Serve as a professional and authoritative interface with internal and external stakeholders
- Build and maintain strong, trust-based relationships across senior leadership, technology teams, service providers, and business units
- Manage service levels and expectations through clear communication and disciplined follow-through
Financial & Resource Management
- Manage and reconcile executive expenses in line with policy and budget guidelines
- Prepare and track cost reports, invoices, and payments, ensuring adherence to SLAs
- Identify opportunities for cost efficiency and operational improvement within the function
- Manage company resources under control of the executive with accountability and accuracy
People, Culture & Continuous Improvement
- Contribute to a professional, collaborative, and service-oriented culture
- Actively participate in change initiatives and continuous improvement efforts
- Maintain up-to-date professional, industry, and legislative knowledge
- Take ownership of personal development and capability growth
Risk & Governance
- Support risk identification processes and escalate matters appropriately
- Ensure adherence to company policies, confidentiality standards, and governance requirements
- Coordinate escalation of faults, housekeeping issues, or supplier failures to resolution
Competencies
- Exceptional diary, time, and priority management
- High-quality written and verbal communication
- Strong attention to detail with the ability to think ahead
- Sound judgement and decision-making within defined authority levels
- Stakeholder engagement at executive and senior management level
- Ability to work independently under pressure and manage competing priorities
- Discretion, trustworthiness, and absolute confidentiality
- Continuous improvement mindset and strong organisational discipline
- High trust and credibility with the Executive and leadership team
- Accuracy, reliability, and consistency under pressure
- Proactive anticipation of executive needs
- Strong organisational discipline and follow-through
- Ability to balance executive, operational, and stakeholder demands seamlessly
Closing Date
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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
Closing Date
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Role Purpose
- Accurately control and process financial information and prepare financial reports and analysis to enable business processes in respect of client accounting.
- Manage a team of accountants and be able to review, guide and assist where necessary.
Requirements
Qualifications
- Degree in Financial Management or Accounting
- Completed Articles / Traineeship
- Chartered Accountant (advantageous)
Experience
- 7 – 9 years’ experience in accounting
- 3-5 management experience
- At least 3 years Insurance 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).
- Management of two subsidiary companies legal entity financial accounts.
- 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.
- 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 organisation.
- 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.
- Manage a team of accountants and provide assistance, support and transfer of skills and training.
- Perform the review functions of the cells and provided feedback where required.
- Prepare monthly financial packs to MMH Group.
- 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)
- 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
Business Acumen
- Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Collaboration
- Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
Client/Stakeholder Commitment
- 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.
Impact and Influence
- Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
Drive for Results
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Self-Awareness and Insight
- Manages self and relationships with others effectively and provides perspective in difficult situations.
Leads Change and Innovation
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Diversity and Inclusiveness
- 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.
Method of Application
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