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...
Role Purpose
- To ensure accurate and efficient support services are provided to the company sales and third party distribution sales commission departments.
Requirements
- Minimum of 1 to 2 years relevant experience Healthcare experience (essential)
- Basic Health industry experience (essential)
Duties & Responsibilities
PROCESS
- Address all queries missing and/or inconsistent data with source document author and ensures resolution.
- Adhere to policies and procedures and take corrective action where necessary.
- Ensure all risks are mitigated and escalated where necessary.
- Verify all rejected transactions and take necessary corrective action for the flow of funds to take place.
- Adhere to all procedures and processes to improve service delivery.
- Ensure Service Level Agreements are met and exceeded. Drive and support effective teamwork within the department.
- Engage in appropriate training interventions to promote own professional development.
- Ensure to demonstrate the companys values on a daily basis. Identify expiries and check for updates to be done timeously in order to ensure that funds can flow.
- Verify allocated transactions and do necessary adjustments to source where required.
CLIENT
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements applicable to 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.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
PEOPLE
- Build strong relationships through providing specialist knowhow and leadership to others, expressing positive expectations.
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems,
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively,
- Adopting Practical Approaches: Applies practical skills when investigating issues prefers to learn by doing is practically minded and applies common sense,
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people,
- Establishing Rapport: Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends,
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information,
- 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 multitasking to produce output.
Closing Date
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Role Purpose
- To support the pricing and reinsurance functions within FundsAtWork and Group Insurance through actuarial modelling, experience analysis, pricing tool development and reinsurance calculations.
- The role will contribute to the pricing of new and existing products and the delivery of accurate actuarial insights to support business decision-making.
Requirements
Experience and Qualifications
- Actuarial student with a major in Actuarial Science and/or Statistics
- Passed/exempted from all A1 and A2 series examinations and the A3 level subject.
- Minimum of 3 years' relevant actuarial experience, preferably within life insurance or employee benefits.
- Experience in pricing, product development or reinsurance will be advantageous.
- Proficiency in R, VBA and SQL.
- Experience developing and maintaining actuarial models and pricing tools.
- Knowledge of life insurance, employee benefits, pricing methodologies and reinsurance principles.
Duties & Responsibilities
Internal Process
- Develop, maintain and enhance actuarial pricing models, methodologies and pricing tools used for quotations, rate reviews and product pricing.
- Perform actuarial analyses and calculations relating to mortality, morbidity, expenses, investment fees and other pricing assumptions.
- Analyse data and other sources of information to generate insights and support business decision-making.
- Assist with the development and application of statistical modelling techniques, including machine learning methodologies where appropriate.
- Conduct competitor and market analyses to support product and pricing strategy.
- Support the management of actuarial and product-related risks through appropriate modelling, monitoring and reporting.
- Compile and present actuarial reports, findings and recommendations to internal stakeholders.
- Provide technical actuarial support to pricing, rate review, finance and other business teams.
- Ensure compliance with relevant actuarial, legislative, regulatory and statutory requirements.
- Perform reinsurance premium calculations and related actuarial analyses.
- Support the review and management of facultative and automatic treaty reinsurance arrangements.
- Analyse and assess reinsurance recoveries and related reporting requirements.
- Provide actuarial input into reinsurance strategy, pricing and risk management activities.
- Build and maintain effective relationships with internal and external stakeholders.
- Deliver actuarial services and outputs in line with agreed service levels and business requirements.
- Provide actuarial expertise, advice and insights to support stakeholder decision-making.
- Contribute to initiatives aimed at improving client outcomes, operational efficiency and service delivery.
- Collaborate effectively with team members and contribute to a positive and high-performance team culture.
- Continuously develop actuarial, industry and regulatory knowledge.
- Contribute to innovation through the development and implementation of new ideas, models and processes.
- Manage deliverables effectively and produce high-quality outputs within required timeframes.
- Take ownership of personal development and actuarial exam progression.
Competencies
- Analytical Thinking and Problem Solving
- Attention to Detail
- Stakeholder and Relationship Management
- Delivering Results Under Pressure
- Continuous Learning and Innovation
Closing Date
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Role Purpose
- Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative/compliance requirements as well as to provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries.
Requirements
Experience and Qualifications
- Matric or equivalent.
- Minimum of 4 years’ Employee benefits experience.
- Extensive industry knowledge and product knowledge as well as relevant legislation.
Duties & Responsibilities
INTERNAL PROCESS
- Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement (48Hrs) and quality standards.
- Take ownership of complaints and ensure they are resolved timeously and effectively.
- Acknowledge receipt of emails timeously and provide detailed feedback to ensure a one stop service delivery.
- Provide clients with the relevant information and documentation as required in line with policy guidelines, e.g., Documentation for employee access.
- Capture and update client information on relevant system/s, based on data received from the client.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- 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 to meet client needs.
- Effectively utilise IT systems to ensure accuracy of documentation.
- Adhere to legislative / compliance requirements in the service process/ training on updates provided by L&D
- Identify and report process and system failures and enhancements to improve client experience.
- Deal promptly with client requests in a competent, efficient and professional manner.
- Collaborate and partner with team members to drive and support effective teamwork.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate after sales services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and feedback to clients and stakeholders where relevant.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders 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 that 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
- 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.
Competencies
- Attention to detail.
- Planning and organising.
- Communication skills (verbal and email).
- Accountability.
- Client orientation.
- Teamwork.
Closing Date
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Role Purpose
- Providing relevant sales and office support, to the various Business Development Managers and to onboard new health solutions groups as well as upsell to existing employer groups on our existing health solutions products.
Requirements
- Matric / Grade 12
- Relevant qualification will be advantageous
- Valid Driver's License and own transport
- Minimum 2 years work experience in a similar processing environment, preferably in Healthcare
Duties & Responsibilities
- Onsite sales presentations to new employees joining health products
- Onboarding new Employer groups joining health products – onsite
- Provide excellent administrative support to all role players
- Maintain efficient service levels to the health business development manager foremost, branch and brokers on ANY health related matters.? Branch queries? Broker queries? Member queries
- Develop and maintain good relationships with current base of Intermediaries
- Ensure intermediaries and staff are trained on how and where to find information pertaining to Momentum Health.
- Keep all stakeholdes updated with any relevant health updates regarding new and existing business
- Coordinate roadshows and maintain the Momentum Health launch invitee list along with an effective RSVP process.
- Coordinate and organize marketing workshops and launches professionally and effectively according to requirements
- Coordinate and facilitate travel arrangements for the health business development manager and team.
- Maintain, assist, and constantly develop relationships with all admin staff (local) and HO staff involved in Health business
- Ensure and assist all branch admin staff and broker staff are trained on product, process and system functions by means of own transport and holding a valid driver’s license.
- Maintain sound relations with all relevant personnel.
- Assisting team in achievement of required Sales targets
- Manage new business related processes (outstanding requirements, activations, targets, special offer etc) and requested reports within the agreed timeframe to assist in achieving sales targets.
- Provide new business quotes effectively and efficiently
Competencies
- Ability to work independently as well as part of a team
- Maintain client confidentiality
- Ability to multi-task
- Ability to meet deadlines and work under tight time constraintsAbility to adapt well in a changing environment
- Maintain professional appearance and a positive attitude
- Strong communication and organizational skills
- Ability to multi task in a fast paced/pressurized environment
Closing Date
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Role Purpose
- The purpose of the FP&A analyst is to provide data driven analysis, insights and reporting to stakeholders which influences behaviour and decision making and help execute on strategy.
- This is a key role in reporting, planning and helping the business to understand the financial results to achieve operational, financial and strategic objectives.
Requirements
- A graduate degree in Actuarial Science, Accounting, Financial Management or related degree (essential)
- Passed/exempted from all A1 and A2 series examinations and the A3 level subject.
- Registered Chartered Accountant with South African Institute of Chartered Accountants (would be considered)
- 5-7 years in financial management in a life insurance environment
- 2 years’ experience in a managerial role (would be advantageous)
- Convey information verbally and in writing to others in a simple and clear way
- Proficient in Microsoft Excel, Word and Powerpoint as well as data analysis and reporting tools, i.e. SASS, Power BI, Qlikview, TM1, etc.
- Strategic insight into emerging AI technologies and their impact on business models, workforce transformation, client engagement, and competitive advantage, with the ability to champion responsible AI adoption across the organisation.
Duties & Responsibilities
- Ensure a deep understanding of the relevant business area/problem through meaningful collaboration with the relevant stakeholders which will enrich analysis and insights.
- Design, develop and maintain proactive financial management tools which empowers the business in decision making, influences behaviour and converts insights into actionable enhancements.
- Educate our stakeholders on financial tools and insights to embed understanding and insights.
- Provide commercial insight and analysis of results, identifying underlying trends and challenging the business performance.
- Support the strategic planning and strategic initiatives of the company by providing financial planning and modeling skills.
- Conduct dynamic financial forecasting, on different scenarios, by interrogating current revenue and expense projections to assess viability, reasonability and inherent risks.
- Guide business leaders through the financial planning and forecasting processes, leveraging the market and industry relevant data to support the evaluation of strategic options and alternatives.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Monitor and analyse competitor, economic and regulatory environment for input into strategic and operational plans.
- Develop and implement and monitor a framework to drive the successful financial reporting across the business.
- Conduct monthly and quarterly financial assessments and generate well-structured reports which contains fit for purpose insights with adequate explanation of business performance and financial results to be submitted to the various stakeholders.
- Always consider continuous improvement within area of accountability by identifying opportunities to enhance current systems and procedures, adapting them to keep pace with the changes in the business and its needs.
- Build and maintain relationships with internal and external stakeholders.
- Deliver on service level agreements to all stakeholders in order to ensure expectations are managed.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Contribute to a positive work climate and culture to energise colleagues, give meaning to work, minimize work disruption and maximise productivity.
- Manage financial and other company resources under your control with due respect.
Competencies
- Excellent business acumen
- Critical thinking and inquisitive nature
- Strong problem-solving skills
- Methodical and systematic approach
- Planning skills
- Analytical thinking
- Effective decision making by understanding detail and big picture
- Strong teamwork and communication skills
- Client / stakeholder commitment
- Drive for results
- Leads change and innovation
- Impact and influence
- Collaborration
- Self-awareness and insight
- Diversity and inclusiveness
- Ability to self-management priorities
Closing Date
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Role Purpose
- To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric or equivalent NQF 4 qualification
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
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 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.
- 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.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
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
- 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
- Examining Information: Analyses and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
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Role Purpose
- As part of our Youth Development Strategy, we have adopted various initiatives to drive positive social impact and to directly impact unemployment of youth.
- In alignment with this there are multiple opportunities available within Momentum Investments across various areas where we would like to offer unemployed youth a 12-month opportunity to gain experience, this is in alignment and in partnership with the Youth Employment Services (YES). Please be advised that successful candidates will qualify for a monthly stipend.
- The learner will gain practical exposure to the Learning and Development function while supporting the team across learning-related activities and initiatives.
Requirements
- Knowledge
- Microsoft suite
- Administration and coordination
- Qualifications
- BCom degree, in Human Resource Management, Human Resources Development, Business Management, Learning and Development / Business Administration.
Duties & Responsibilities
Learning & Development Support
- Gain exposure within the Momentum Investments Learning and Development team.
- Assist with learning and development activities and initiatives.
- Support the team with learning-related projects and activities.
Learning Administration & Coordination
- Provide support with learning administration and coordination.
- Assist with organising learning activities, workshops and related requirements.
- Support the maintenance and updating of learning records and resources.
Learning Content & Materials
- Assist with the preparation, organisation and updating of learning materials and resources.
- Gain exposure to instructional design, e-learning and digital learning activities where applicable.
Professional Development
- Demonstrate a willingness to learn, take initiative and apply feedback to improve performance.
- Engage in opportunities to develop personal and professional skills, including communication, teamwork and problem-solving.
- Uphold Momentum Investments’ values and represent the organisation professionally.
Competencies:
- Planning and Organising: Coordination of team responsibilities
- Digital Affinity: Digitally confident and a natural systems inclination
- Analytical skills: the ability to systematically and critically evaluate information, identify patterns, and solve complex problems.
- Business Acumen: the ability to understand and make sound judgments about various aspects of business.
- Communication Skills: effective verbal and written communication.
- Self-starter: someone who is proactive and motivated to begin and complete tasks or projects and take ownership of outcomes.
- Learning agility: willingness and ability to learn, adapt and apply new information, intellectually agile.
- Attention to detail: ability to complete work accurately and carefully.
- Relationship orientation: Building strong stakeholder relationships,
- Process orientation: Proactively seek opportunities to improve processes and operational efficiency.
- Data Orientation: Natural affinity for data and reporting
- Agile: Thrive in a fast-paced environment
Closing Date
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Role Purpose
- The Broker Sales Administrator provides critical administrative and operational support to the Broker Sales Team. The incumbent is responsible for accurately and efficiently converting broker requests into insurance quotations using internal systems while maintaining high service, quality, and productivity standards.
- Success in this role requires strong attention to detail, collaboration, accountability, and a client-centric approach that aligns with Momentum Insure's culture of delivering unreasonable excellence
Requirements
- Matric or equivalent qualification (essential).
- Minimum of six months' experience in a call centre, client service, administration, or related environment (advantageous).
- Previous insurance or financial services experience will be advantageous.
- Exposure to broker support and quotation administration environments will be advantageous.
Duties & Responsibilities
- The Broker Sales Administrator will be responsible for converting broker-generated leads into accurate and competitive quotations while meeting agreed performance standards, including but not limited to:
- Achieve monthly quote productivity targets.
- Achieve conversion and API targets.
- Maintain complaint ratios within agreed thresholds.
- Consistently achieve required quality and accuracy standards.
- Deliver within agreed service levels and turnaround times.
- Process quotation requests accurately and efficiently using internal systems.
- Build and maintain positive relationships with brokers and internal stakeholders.
- Ensure all interactions support a positive client and broker experience.
- Contribute to continuous improvement initiatives that enhance service delivery and operational efficiency.
Competencies
The successful incumbent will:
- Meet or exceed performance targets.
- Consistently achieve agreed quality standards.
- Deliver service excellence that enhances broker and client experiences.
- Demonstrate the Momentum Insure cultural behaviours in daily interactions and decision-making.
- Contribute positively to team performance, collaboration, and continuous improvement initiatives.
- Works effectively across teams to achieve shared objectives.
- Celebrates collective achievements and fosters a spirit of partnership and collaboration.
- Takes responsibility for delivering on commitments and performance targets.
- Demonstrates initiative and follows through on actions
- Demonstrates honesty, integrity, and professionalism.
- Positively contributes to an inclusive, collaborative, and supportive work environment.
- Maintains high levels of quality, urgency, precision, and professionalism.
- Strives for continuous improvement and operational excellence.
- Demonstrates empathy and professionalism in every broker and client interaction.
- Consistently seeks to exceed client and broker expectations.
Closing Date
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Role Purpose
- The role is responsible for the effective operational delivery of learning and development activities, with a particular focus on Skills Development, WSP and ATR requirements, digital learning enablement, learning administration and reporting.
- The successful incumbent will understand that learning is no longer a once-off intervention but a critical enabler of sales performance, customer experience, productivity and business growth.
- The role requires a commercially minded, digitally savvy and technologically curious learning professional who can operate at pace, simplify complex information, use data effectively and continuously identify opportunities to improve the learning experience and capability of the MDS sales force.
Requirements
Qualifications
- Bachelor’s Degree in Human Resources, Learning and Development, Industrial Psychology, Education, Business Management or a related discipline essential.
- Certification or training in Skills Development, SETA administration, BBB-EE, Learning and Development, Digital Learning, Instructional Design or Adult Learning would be advantageous.
Experience
- 3–5 years’ experience in Learning and Development or Learning Consulting, with solid operational experience across the end-to-end L&D function essential.
- Proven experience managing WSP and ATR processes, with practical knowledge of INSETA, Skills Development legislation and BBB-EE Skills Development requirements.
- Experience in digital learning enablement, including LMS platforms, e-learning and technology-enabled learning solutions essential.
- Experience supporting talent and succession development would be advantageous.
- Experience in a sales, financial services or insurance environment would be advantageous.
- Experience with e-learning authoring tools such as Articulate Storyline, Rise, Adobe Captivate or equivalent would be advantageous.
- Exposure to AI and emerging technologies and their application within Learning and Development would be advantageous.
Duties & Responsibilities
KEY OUTPUTS
Learning Administration and Coordination
- Coordinate the end-to-end administration of learning and development programmes and interventions.
- Coordinate learning logistics, learner communications, registrations, attendance, completion and post-learning activities.
- Maintain accurate learning records, databases, trackers and supporting documentation.
- Coordinate learning calendars and ensure learning activities are scheduled and communicated timeously.
- Liaise with learners, facilitators, learning providers and internal stakeholders to ensure the smooth delivery of learning interventions.
- Coordinate external learning providers and monitor the delivery of agreed learning programmes.
- Assist with the sourcing, coordination and administration of learning content and resources.
- Maintain and update learning documentation, processes, templates and standard operating procedures.
- Support the administration of the MDS Specialised Knowledge Programme.
- Identify opportunities to improve the efficiency and quality of learning administration and processes.
Skills Development, WSP, ATR and INSETA
- Coordinate and administer the annual Workplace Skills Plan (WSP) process.
- Coordinate and administer the Annual Training Report (ATR) process.
- Collect, consolidate, validate and maintain accurate learning and training information required for WSP and ATR submissions.
- Liaise with relevant stakeholders to obtain information and supporting documentation required for Skills Development reporting.
- Maintain accurate evidence and records to support WSP, ATR, Skills Development and audit requirements.
- Track and ensure learning activities are correctly recorded and aligned with applicable INSETA requirements.
- Maintain working knowledge of Skills Development legislation and relevant SETA requirements.
- Track and administer the organisation's BBB-EE Skills Development reporting and evidence requirements.
- Monitor learning activities against agreed Skills Development plans and identify outstanding information or gaps.
- Prepare and maintain reports, trackers and supporting documentation for Skills Development and BBB-EE requirements.
- Support internal and external audits by ensuring learning records and supporting evidence are complete and readily available.
- Keep abreast of changes to INSETA, Skills Development and BBB-EE requirements that may impact learning administration and reporting.
Learning Solutions and Digital Learning
- Coordinate the implementation of learning solutions aligned to identified learning requirements.
- Support the development and deployment of digital, blended and traditional learning interventions.
- Coordinate e-learning programmes, virtual learning and digital learning activities.
- Maintain and update e-learning content, digital learning resources and learning materials as required.
- Support the administration and effective use of Learning Management Systems (LMS) and digital learning platforms.
- Upload and maintain learning content, assessments, learning paths and learner information on relevant platforms.
- Coordinate pre- and post-learning assessments and knowledge checks.
- Support the development and administration of microlearning and digital knowledge-sharing interventions.
- Assist with the use of digital tools and emerging technologies to improve learning accessibility and administration.
- Monitor digital learning participation, completion and learner engagement.
- Liaise with learning content providers to obtain, update and maintain relevant learning content.
- Stay informed about developments in digital learning, learning technology and AI applications relevant to L&D.
Learning Reporting and Analytics
- Compile and maintain monthly learning reports, scorecards and dashboards.
- Maintain accurate learning data and reporting information.
- Track learning participation, attendance, completion and assessment results.
- Monitor learning spend and maintain relevant financial trackers.
- Capture and reconcile learning information across relevant systems and databases.
- Use Excel to analyse learning data and identify trends, gaps and outstanding actions.
- Prepare information required for management reporting and learning reviews.
- Ensure reporting information is accurate, complete and submitted within agreed deadlines.
- Support the measurement of learning effectiveness through learner feedback, assessments and other relevant measures.
- Maintain appropriate audit trails for learning activities and expenditure.
Learning Operations and Financial Administration
- Coordinate learning programme administration and associated operational activities.
- Manage learning provider administration, including quotations, purchase orders, invoices and supporting documentation.
- Prepare and check invoices and arrange payment in accordance with organisational processes.
- Administer learning licences, subscriptions and renewals.
- Maintain records of learning costs and expenditure.
- Support budget tracking and provide accurate information on learning expenditure.
- Ensure learning administration is completed in line with organisational policies, procedures and governance requirements.
- Identify opportunities to improve operational efficiency and reduce unnecessary administration or costs
Learning Consulting Support
- Provide practical learning and administrative guidance to stakeholders on learning processes and requirements.
- Assist stakeholders with learning requests, registrations, programme information and learning administration queries.
- Provide advice on appropriate learning processes, systems and available learning solutions.
- Assist with the coordination of learning needs information and translate identified requirements into appropriate learning activities.
- Support the effective communication and implementation of learning initiatives.
- Build productive working relationships with Human Capital colleagues, learning providers, facilitators and other relevant stakeholders.
- Maintain a professional, responsive and service-oriented approach to all learning-related queries and requests.
Risk, Compliance and Continuous Improvement
- Ensure learning records and processes comply with organisational policies, legislation and governance requirements.
- Identify and escalate learning-related risks, gaps or non-compliance.
- Ensure appropriate documentation and evidence is maintained for learning activities.
- Maintain confidentiality and integrity of learner and organisational information.
- Identify opportunities to simplify, automate and improve learning processes.
- Contribute to continuous improvement initiatives within the Learning and Development function.
- Keep abreast of relevant developments in Learning and Development, Skills Development, INSETA and digital learning.
Competencies
TECHNICAL AND DIGITAL COMPETENCIES
- Microsoft Excel: Strong proficiency in analysing learning data, maintaining trackers, producing reports and identifying trends and insights.
- Microsoft PowerPoint: Strong proficiency in developing clear, engaging and professional learning and stakeholder presentations.
- Digital Learning & Technology: Practical experience with LMS platforms, e-learning, digital content and technology-enabled learning solutions, with the agility to adopt new technologies and explore the application of AI to Learning and Development.
- Learning Analytics: Ability to use learning data to monitor participation, identify capability gaps and evaluate learning effectiveness.
CORE COMPETENCIES
Planning & Organising
- Plans and coordinates multiple learning activities, reporting cycles and administrative requirements effectively, maintaining accuracy and meeting deadlines.
Attention to Detail
- Demonstrates a high level of accuracy when managing learner records, WSP/ATR information, reports, invoices and compliance documentation.
Delivering Results
- Takes accountability for completing learning activities and administrative requirements accurately, efficiently and within agreed timelines.
Learning & Researching
- Demonstrates curiosity and keeps abreast of developments in Learning and Development, digital learning, Skills Development, INSETA and relevant legislation.
Applying Expertise & Technology
- Applies sound Learning and Development knowledge and uses learning systems and digital technologies effectively.
- Client Focus
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
- The Senior Operations Business Analyst is responsible for defining, refining, and optimizing core operational processes, systems, and controls across the high-volume Momentum Wealth operations functions. This role focuses on optimising end-to-end processing environments, automating transaction pipelines, and strengthening daily reconciliation and administration workflows across both local and offshore asset classes.
- A critical imperative of this role is designing robust, automated operational workflow engines and oversight frameworks, exception-handling mechanisms, and audit-ready management controls to ensure absolute precision, regulatory compliance, and proactive risk mitigation across all operational units.
Requirements
- Education: Bachelor’s Degree in Commerce, Finance, Information Systems, Business Science, or equivalent quantitative discipline.
- Certifications: Business Analysis preferred; certifications in Business Process Management (BPM) tools are an advantage.
- Domain Experience: Minimum 5+ years of experience as a Business Analyst within South African Wealth Management, LISP, Asset Management, or Investment Administration operations.
Specialized Functional Knowledge:
- Demonstrated expertise with operational workflow orchestration tools, BPMN process mapping, and automated task queue configurations.
- Proven track record in high-volume transaction processing, portfolio rebalancing engines, and fund administration workflows.
- Deep understanding of cash management systems, automated reconciliation tools, and complex ledger matching principles.
- Strong working knowledge of local and international market settlement conventions, foreign exchange regulations (SARB), and global custodian operating models.
- Proven expertise in operational risk management, automated exception management, and governance frameworks.
Duties & Responsibilities
Core Operational Workflow & Functional Requirements
- Workflow Automation & Orchestration: Analyse, design, and configure end-to-end operational workflow engines, defining automated routing rules, task queues, approval hierarchies, and dynamic hand-offs across operational desks.
- Transaction Execution & Order Lifecycle Management: Analyse, refine, and automate high-volume transaction execution, order aggregation, batch allocation, and cut-off management workflows to drive straight-through processing (STP) across product lines.
- Valuation, Pricing & Asset Administration: Map end-to-end pricing validation and asset administration processes to ensure accurate, timely valuation delivery, lifecycle event processing, and corporate action execution across multi-asset portfolios.
- Cash Flow, Banking & Reconciliation Processing: Streamline multi-currency cash management, automated bank reconciliations, sweep mechanisms, and failed-trade resolution frameworks to eliminate manual processing bottlenecks and cash breaks.
- Portfolio & Account Administration: Design functional requirements for complex account administration, fee calculations, multi-currency reporting, foreign exchange execution, and third-party custodian interface flows for both onshore and offshore structures.
- Service Capacity Analytics & Digital Model Transition: Design and refine service capacity data dashboards and operational metrics to track resourcing efficiency, throughput, and capacity utilization as the operations domain transitions toward a digital operating model.
Operational Oversight, Governance & Workflow Controls
- Design and implement comprehensive operational oversight frameworks, workflow exception dashboards, and dynamic key risk indicator (KRI) monitoring systems to proactively flag processing failures, calculation variances, and trade breaks.
- Establish automated audit trails, maker-checker authorization matrices within workflow tools, SLA escalation protocols, and compliance trackers across internal operational desks and external platform partners.
Change Delivery, Systems & Testing
- Bridge the gap between Operations, IT development teams, and external technology vendors to translate operational pain points into detailed User Stories, Business Requirement Documents (BRDs), Business Process Model and Notation (BPMN) diagrams, and Functional Specifications.
- Lead User Acceptance Testing (UAT), test script execution, and operational readiness sign-offs for platform upgrades, migration projects, workflow engine integrations, and automated control rollouts.
- Conduct root-cause analyses on operational incidents and trade failures, implementing systemic preventative controls to reduce operational risk.
Competencies
- Workflow Efficiency & Straight-Through Processing (STP): Measurable reduction in cycle times, manual interventions, and operational hand-offs via automated workflow orchestration.
- Exception & Oversight Control: Successful delivery of real-time operational oversight dashboards and control monitoring frameworks.
- Project Delivery & Quality: High-quality, timely business requirement specifications for prioritized operational and service requests, subject to agreed capacity buffers, alongside successful UAT execution cycles with minimal post-implementation defects.
- Regulatory & Audit Alignment: 100% compliance of re-engineered workflows with FSCA, FICA, POPIA, and relevant exchange control requirements.
Closing Date
Method of Application
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