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
- 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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Introduction
- Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.
- This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.
Why Join The Graduate Programme?
- Structured career path from administrative support to financial adviser.
- Accredited training and mentorship from industry experts.
- Exposure to both business operations and community initiatives.
- Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
- Competitive stipends and salaries with co-funded progression.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant) Stipend: R6 500 per month Focus: Technical proficiency, compliance, and client support
- Support IFAs with client onboarding, administration, and compliance documentation.Participate in structured learning modules covering technical, business, and client training.
- Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.
- Build strong relationships with clients, mentors, and stakeholders.
- Develop skills in practice management, financial literacy, marketing, and digital tools.
- Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)Salary: R14 000 per month Focus: Holistic financial planning and advanced technical skills
- Transition into the paraplanner role, supporting advisers with financial planning.
- Begin preparation for Regulatory Examination (RE5)
- Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
- Apply knowledge of financial products, quoting processes, and client segmentation.
- Continue mentorship and structured training through the New Adviser Academy.
- Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)Salary: R18 000 per month Focus: Fit & Proper Competency and adviser readiness
- Transition into a junior financial adviser role, working under supervision.
- Complete Fit & Proper Competency requirements, including: Class of Business training, Product-specific accreditation, RE5 qualification.
- Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
- Participate in quarterly mock client-facing assessments to refine advisory skills.
- Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
- Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements
- Minimum of a BCom degree in Financial Planning, Estate Planning, Legal Business Management, Marketing, Communications or Finance.
- Strong digital capabilities and willingness to engage with diverse stakeholders.
- No prior industry experience required – this programme is designed for graduates eager to learn and grow.
- Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
- Support IFAs with client onboarding, administration, and compliance documentation.
- Assist in preparing reports, presentations, and data analysis to inform business decisions.
- Ensure compliance with FAIS, POPIA, and other regulatory requirements.
- Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
- Deliver professional, client-centered support to IFAs and their clients.
- Build and maintain positive relationships with clients, community partners, and internal stakeholders.
- Contribute to service delivery that meets agreed standards and expectations.
- Recommend enhancements to client service and promote fair treatment of clients.
- Actively participate in CSI initiatives that strengthen community trust and brand reputation.
- Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
- Continuously expand knowledge of financial services, industry trends, and ethical practice.
- Share innovative ideas and contribute to a culture of learning and improvement.
- Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
- Identify opportunities to streamline workflows and reduce resource wastage.
- Demonstrate accountability in managing company resources entrusted during the programme.
- Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
- Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
- Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
- Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
- Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
- Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
- Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
- Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.
Closing Date
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Role Purpose
- The Senior Portfolio Manager is responsible for the strategic construction, management and optimisation of client investment portfolios in line with approved mandates, client objectives and prevailing market conditions.
- The role carries broader accountability than the Portfolio Manager position, including senior client ownership, leadership within the investment process, commercial growth contribution, governance oversight and mentorship of less experienced team members.
- Construct, manage and review discretionary and advisory portfolios across local and offshore investment solutions in line with client mandates and house investment philosophy.
- Translate market research, macroeconomic trends andportfolio insights into robust investment strategies that balance performance, risk, liquidity and client suitability.
- Act as a senior trusted adviser to clients, financial planners and key internal stakeholders on portfolio positioning, market developments and investment recommendations.
- Provide leadership across the portfolio management value chain by strengthening governance, mentoring junior colleagues and supporting the delivery of profitable, compliant and client-centric outcomes.
Requirements
Qualifications:
- Degree in Investment Management, Finance, Economics, Mathematics or a related field
- Completed RE5 and registered, or eligible to register with the relevant regulatory and market bodies such as the FSCA and JSE
- CFA, CFP or progress towards a recognised investment qualification will be advantageous
Experience:
- At least 8 to 10 years of relevant experience in a brokerage, wealth, asset management or investment environment, including meaningful discretionary portfolio management exposure.
- System Knowledge: Strong working knowledge of Bloomberg ,FactSet, MS Office and portfolio or dealing platforms used in a securities environment
- Leadership Exposure: Experience in guiding junior team members, leading complex client relationships and contributing to investment forums or governance structures
Duties & Responsibilities
Client Leadership and Stakeholder Management
- Own and deepen strategic client relationships directly and through financial planners and distribution partners.
- Serve as the senior point of contact for complex or high-value clients, ensuring diligent administration of investments according to mandate and instruction.
- Provide authoritative portfolio, market and investment guidance to clients and stakeholders in a clear and commercially sound manner.
- Partner closely with the CIO, Head of Research and related specialists to ensure portfolio views remain well informed and aligned to house strategy.
- Contribute to client retention, net flows and business development by identifying opportunities to broaden relationships and improve the client experience.
- Represent the business in client meetings, presentations, thought leadership, sales support and selected marketing or public relations opportunities.
Portfolio Construction, Oversight and Performance
- Design and manage tailored investment portfolios and structured solutions based on client objectives, risk appetite, mandate parameters and product capability.
- Align client portfolios to model portfolios and approved dispersion parameters while exercising sound judgement on portfolio deviations where appropriate.
- Monitor portfolio performance, attribution, benchmark alignment, risk exposures and mandate adherence on an ongoing basis.
- Lead or materially contribute to investment research, stock selection and portfolio review discussions that influence portfolio outcomes.
- Recommend and implement portfolio changes, rebalancing actions and mandate enhancements in response to market movements, client developments and performance considerations.
- Identify concentration, liquidity, suitability or cost risks early and drive remedial actions that protect client outcomes and profitability.
Trading and Execution Governance
- Oversee the accurate and timely execution of local and foreign securities transactions on behalf of clients and intermediaries.
- Ensure high standards of trade instruction quality, allocation accuracy, confirmation communication and post-trade follow-through.
- Maintain oversight of suspense account allocations, banking instructions, forex requirements and corporate action responses affecting client portfolios.
- Escalate material execution, operational or control issues promptly and support the continuous improvement of dealing and portfolio administration practices.
Compliance, Risk and Control
- Ensure strict adherence to client mandates, internal investment policies, advice protocols, onboarding requirements and applicable regulatory standards.
- Exercise a high level of care, judgement and integrity when implementing client instructions or portfolio changes.
- Identify control weaknesses, trading practice gaps or conduct risks that may affect client relationships, regulatory standing or operational efficiency.
- Maintain complete and accurate portfolio records, client notes, supporting documentation and system updates to meet audit and compliance expectations.
- Leadership, Collaboration and Continuous Improvement
- Mentor and support junior portfolio managers, dealers or analysts by sharing technical knowledge, coaching sound judgement and reinforcing best practice.
- Work collaboratively across the broader wealth and securities environment to support crossfunctional client solutions and an integrated service model.
- Contribute to process improvement, operating discipline, expense awareness and margin enhancement within the portfolio management environment.
- Support new funds or product development through practical portfolio input, client insight and technical investment knowledge.
Competencies
- Technical and Commercial
- Portfolio construction and manager research
- Investment analysis and market interpretation
- Risk awareness and mandate management
- Commercial acumen and growth orientation
- Attention to detail and control discipline
Leadership and Behavioural
- Strategic thinking and sound judgement
- Client centricity and relationship leadership
- Influencing and communication
- Mentoring and Collaboration
- Accountability and professional integrity
Closing Date
go to method of application »
Introduction
- Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.
- This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.
Why Join The Graduate Programme?
- Structured career path from administrative support to financial adviser.
- Accredited training and mentorship from industry experts.
- Exposure to both business operations and community initiatives.
- Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
- Competitive stipends and salaries with co-funded progression.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant) Stipend: R6 500 per month
- Focus: Technical proficiency, compliance, and client support
- Support IFAs with client onboarding, administration, and compliance documentation.
- Participate in structured learning modules covering technical, business, and client training.
- Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
- Build strong relationships with clients, mentors, and stakeholders.
- Develop skills in practice management, financial literacy, marketing, and digital tools.
- Receive continuous mentorship and coaching
Year 2 – Paraplanner Role (Transition Phase)
- Salary: R14 000 per month
- Focus: Holistic financial planning and advanced technical skills
- Transition into the paraplanner role, supporting advisers with financial planning.
- Begin preparation for Regulatory Examination (RE5).
- Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
- Apply knowledge of financial products, quoting processes, and client segmentation.
- Continue mentorship and structured training through the New Adviser Academy.
- Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)
- Salary: R18 000 per month
- Focus: Fit & Proper Competency and adviser readiness
- Transition into a junior financial adviser role, working under supervision.
- Complete Fit & Proper Competency requirements, including: Class of Business training, Product-specific accreditation, RE5 qualification
- Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
- Participate in quarterly mock client-facing assessments to refine advisory skills.
- Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
- Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
- Minimum of a BCom degree in Financial Planning, Estate Planning, Legal Business Management, Marketing, Communications or Finance .
- Strong digital capabilities and willingness to engage with diverse stakeholders.
- No prior industry experience required – this programme is designed for graduates eager to learn and grow.
- Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
- Support IFAs with client onboarding, administration, and compliance documentation.
- Assist in preparing reports, presentations, and data analysis to inform business decisions.
- Ensure compliance with FAIS, POPIA, and other regulatory requirements.
- Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
- Deliver professional, client-centered support to IFAs and their clients.
- Build and maintain positive relationships with clients, community partners, and internal stakeholders.
- Contribute to service delivery that meets agreed standards and expectations.
- Recommend enhancements to client service and promote fair treatment of clients.
- Actively participate in CSI initiatives that strengthen community trust and brand reputation.
- Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
- Continuously expand knowledge of financial services, industry trends, and ethical practice.
- Share innovative ideas and contribute to a culture of learning and improvement.
- Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
- Identify opportunities to streamline workflows and reduce resource wastage.
- Demonstrate accountability in managing company resources entrusted during the programme.
- Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
- Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
- Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
- Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
- Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
- Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
- Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
- Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.
Closing Date
go to method of application »
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
- Diploma or degree in Business Administration, Office Management, or related field preferred.
- Certifications in project management or professional support functions are advantageous.
Experience
- 2-4 years of experience providing business management in a corporate environment.
- 10+ yearsof experience providing executive administration support
- Proven track record in coordination of projects, stakeholder engagement, and handling confidential information.
Duties & Responsibilities
Executive Support
- Provide comprehensive diary management, travel coordination, meeting scheduling, and correspondence handling for senior executives, including supporting decision-making through informed scheduling and prioritisation.
- Prepare agendas, take minutes, and track action items to ensure follow-through, while capturing decision contexts and support executive decision-making processes.
- Manage confidential information with discretion and maintain professional communication with stakeholders.
Business Management
- Assist in project coordination, tracking timelines, risks, dependencies, and deliverables, while interpreting relevant data and driving accountability across leadership.
- Support operational planning, resource allocation, and business performance monitoring.
- Liaise with cross-functional teams to drive initiatives and ensure alignment with business objectives.
Reporting & Insights
- Compile and consolidate data into dashboards, presentations, and reports for executive review, interpreting data to provide actionable insights that support decision-making.
- Interpret data to provide actionable insights and support decision-making, enhancing leadership accountability.
Governance
- Maintain adherence to corporate governance standards and support compliance activities, while helping drive accountability across leadership structures.
- Assist in preparing documentation for governance forums, committees, and audit processes.
Process Improvement
- Identify opportunities for process optimisation and implement enhancements in administrative and operational workflows, using data insights to inform improvements and drive accountability.
- Develop and maintain tools, templates, and trackers to improve efficiency and reporting accuracy.
Success Measures
- Effective and efficient executive support, measured by timely and accurate handling of schedules, meetings, and communications, and ability to support decision-making.
- Delivery of business management tasks and projects within agreed timelines and quality standards, demonstrating data interpretation and accountability.
- Quality of reports, dashboards, and insights provided to executives contributing to informed decision-making and leadership accountability.
- Demonstrated improvements in processes and operational workflows, informed by data insights and creating accountability structures.
- Positive stakeholder feedback and successful collaboration across functions, particularly when supporting decision-making and leadership accountability.
What Success Looks Like in 6 Months
- Executives consistently supported with clear decision-making inputs and actionable insights.
- Data-driven reports and dashboards are regularly interpreted to influence leadership decisions.
- An embedded system ensures full accountability for tasks and actions across the leadership team.
- Process improvements lead to measurable efficiency gains and enhanced operational workflows.
- Stakeholder feedback highlights increased confidence in the executive support and business management function.
Competencies
- Strong organisational, time management, and multitasking skills, with emerging capability in supporting decision-making and interpreting data.
- Excellent written and verbal communication abilities.
- Analytical mindset with the ability to interpret data and generate insights to support executive decision-making.
- High level of discretion, professionalism, and integrity.
- Proficiency in Microsoft Office/Microsoft 365 and familiarity with enterprise systems and reporting tools.
- Emerging strategic capability and business acumen, with a readiness to learn and grow into higher levels of responsibility, including driving accountability across leadership.
Closing Date
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Role Purpose
- Oversee the end to end operational management of the Broker Region through effective people and region management in order to foster excellence in client centricity, increased productivity and effectively align operational sales and client services.
Requirements
- FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognised qualification, to fulfil the duties of a compliant supervisor.
- FAIS Key Individual Regulatory Exam Level 1 passed
- FAIS Representative Regulatory Exam Level 5 passed
- Valid driver’s license and own transport
- 5 years' sales management experience in a similar role in the life insurance industry
- 4 years' management experience, one of which is overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB, and another year in the rendering of financial services
- Understanding of financial services retail distribution channel business
- Ability to speak African languages or multi-lingual (preferred)
Duties & Responsibilities
- Implement and manage the operational plans for the Broker Region and ensure that is aligned to the overall business strategy.
- Develop, implement and manage a risk management strategy for the region than drives compliance to the relevant legislation.
- Manage the effective and efficient delivery/implementation of all projects impacting on the region.
- Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organised.
- Manage the Broker Regional sales target and interpret emerging trends (competitor, market intelligence etc.) and opportunities for Broker Consultants to enhance sales activities.
- Ensure a reduction of wastage through the prevention of fraud, resource management and policy claim ratios and the prevention thereof.
- Manage and monitor activities of Broker Consultants through market allocation to ensure that each Broker Consultant has adequate and appropriate market access opportunities.
- Ensure that segmentation insights, information and toolkits are used by Broker Consultants to guide Financial Service Providers (FSP's) to identify and reach target segment customers.
- Implement, utilise and oversee the effective utilisation of the Distribution Management Operating System to monitor and manage financial performance.
- Develop and oversee the implementation of sales plans, in collaboration with the Broker Consultants, to increase new sales opportunities and penetration levels.
- Monitor and track Broker Consultant performance to ensure that Broker Consultants meet or exceed agreed productivity, production and quality targets.
- Ensure that Broker Consultants optimise sales support zones to appropriately manage poor performance and minimise FSP turn-over
- Induct, develop and support Broker Consultants to meet and exceed performance and productivity standards in order to enable passionate and confident managers
- Recruit, select and retain high quality Broker Consultants by ensuring an optimum mix of talent in order to build capability to meet current and future staffing needs in accordance with the manpower plan
- Coach, mentor, supervise and establish Broker Consultants to meet and exceed performance standards and enable progression in their career path
- Support and guide Broker Consultants through the decision making processes by displaying exceptional product knowledge and customer centricity
- Drive awareness of compliance and risk throughout the Region to ensure compliance to company policy and legislation.
- Manage the housekeeping and professional image of the Broker Consultants in the Region to ensure that high standards are maintained.
- Check and approve the relevant documentation to support the sales process in line with business and risk management practices.
- Analyse the profitability within the Region and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
- Report on the sales performance of the Region.
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Manage the introduction of new channels for client interaction in order to improve client services against service expectations
- Be a member of and make positive contributions to Professional Bodies and stakeholder groups
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved
- Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
- Encourage innovation, change agility and collaboration within the team
- Implement strategies to retain staff
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
Closing Date
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Role Purpose
- Manage an actuarial team within an area of expertise, to ensure the effective development and management of competitive Investment and Saving solutions that address specific client needs to enhance our client value proposition across segments.
- This extends to all aspects of client experience across the various sales and service channels that clients engage with.
- The Investment and Saving Solutions team is responsible for, but not limited to, the following solutions: endowments, tax-free savings plans, retirement annuities, preservation fund plans and retirement income solutions (i.e. life annuities).
Requirements
- Degree in Actuarial Sciences, Statistical Analysis, Mathematics, or related field
- Qualified Actuary (FASSA/FIA/etc.)
- Knowledge on actuarial modelling and statistical analysis techniques
- 3 to 5 years’ actuarial work experience
- 2 to 3 years' experience in the financial services or insurance industry (desirable)
- 1 to 2 years' people management experience (desirable)
- Product development or pricing experience preferred
- Proficient in MS Office Packages (MS Outlook, MS Word, MS PowerPoint, MS Excel)
- Experience in the following will be an advantage:
- RiskAgility Financial Modeler (like Moses)
- Prophet
- SQL
- VBA
Duties & Responsibilities
- Perform and/or review experience investigations, modelling and data analysis using specialised software to develop new investment and saving solutions and monitor experience on existing investment and saving solutions.
- Develop, maintain and/or review pricing models and bases. Prepare product health and governance reports and present insights derived from analyses, to support decision-making and inform appropriate actions through various options and scenarios.
- Analyse product related data from various sources to assess completeness and accuracy, identifying potential errors and irregularities, to ensure accuracy of client and product insights and analysis.
- Conduct relevant research to inform pricing and design assumptions, projections and advice provided to the business, and to develop own expert opinion.
- Source and analyse competitor investment and saving products to provide insight into product design and pricing models.
- Contribute to continuous innovation in investment and saving solution design and processes through the development, sharing and implementation of new ideas.
- Provide technical actuarial support to the Investment and Saving Solutions team and other relevant business areas to support various initiatives.
- Ensure technical product and legislative, regulatory and compliance knowledge are always current to propose the most relevant and innovative client solutions and comply with governance requirements.
- Build and maintain relationships with various internal and external stakeholders, such as IT, distribution, legal, service, claims, asset management and valuations.
- Develop and maintain productive and collaborative working relationships with peers, clients, and stakeholders.
- Make recommendations to improve client service and fair treatment of clients on investment and saving solutions.
- Positively influence and participate in change initiatives.
- Identify solutions to enhance cost effectiveness and increase operational efficiency of investment and saving solutions.
- Provide input into the risk identification and mitigation processes and communicate recommendations in the appropriate forums.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Take ownership for driving own career development and guiding that of actuarial team members.
- Effectively manage time and ensure optimal productivity.
- Be self-confident, self-motivated, and relentlessly pursue targets and goals.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMH values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
Competencies
- Passion to make a difference in the lives of people in the low to middle income markets
- Extracting insights from data analysis
- Have an ability to work accurately and with an attention to detail
- Be versatile and open to learning opportunities
- Be willing to share learnings and experience with peers
- Be willing to mentor and grow actuarial students
- Strong written and verbal communication skills
- Naturally inquisitive mind-set, with a strong innovative tendency
- Team player and ability to work with a diverse group of people
- Be willing to demonstrate ethical leadership in challenging circumstances
Closing Date
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Role Purpose
- Ensure that the administrative functions within the area of responsibility are completed efficiently and within SLA requirements, ensuring the smooth running of the office by providing effective administrative assistance to the manager and team members/departments, liaising with affiliates, tracking workflows, and dealing with client queries.
Requirements
Qualification
- Grade 12 or equivalent qualification
- Office administration or secretarial qualification
Experience
- 2-3 years' relevant experience (essential)
- Financial services experience (desirable)
- Experience of working full-time (desirable)
Knowledge
- Relevant business specific systems (e.g payments systems, travel bookings system, etc.)
- Knowledge of business correspondence standards
- Sound knowledge of the Microsoft suite
Duties & Responsibilities
INTERNAL PROCESS
- Manage all incoming queries, calls and SLAs of the team by assigning, directing and escalating all queries.
- Manage the financial administration function for the team by processing invoices, journals and other financial transactions within agreed timeframes and in line with finance processes.
- Consolidate and report on all financial transactions, in line with the allocate budget.
- Reconcile and maintain supplier accounts and records to ensure good standing.
- Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings for the team.
- Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications for the team.
- Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes.
- Order and control office supplies, refreshments and equipment, in line with budget parameters.
- Develop and maintain relevant databases and records for the team, for ease of reference and retrieval of data.
- Support the induction activities for new staff members, by proactively managing and coordinating relevant activities and resources.
- Diary management for team, as per individual team member requirements.
CLIENT
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Liaise with affiliates, follow-up on all outstanding queries.
- Keep accurate records for each piece of work done, including appointments, phone calls, referrals, action plan/revisions, and any other significant information.
- Where required, respond to after hours and weekend crisis calls for assistance.
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.
- Support managers in their management functions.To work in a diverse team.
- Distribution of work that comes into the allocation inboxes and ensure that the allocation of work is done fairly and evenly throughout the team.
FINANCE
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- To accurately capture and process invoices.
Competencies
Administrative & Operational Excellence
- Advanced calendar and schedule management (multi-stakeholder, high-volume environments)
- Travel coordination (domestic & international)
- Document management and record-keeping (including compliance awareness)
- Meeting coordination (agenda creation, minutes, follow-ups)
- Office logistics management (supplies, facilities coordination)
- Vendor and service provider coordination
Organisation & Planning
- Strong prioritisation skills across competing demands
- Ability to manage multiple workflows simultaneously
- Event and project coordination (from planning to execution)
- Process optimisation (improving office efficiency and turnaround times)
- Deadline management with minimal supervision
Communication & Stakeholder Management
- Professional written and verbal communication
- Acting as a liaison between executives, teams, and external parties
- Handling confidential or sensitive information with discretion
- Conflict management and escalation handling
- Customer/service orientation (internal and external stakeholders)
Technology & Systems Proficiency
- Advanced Microsoft Office (especially Outlook, Excel, PowerPoint, Word)
- Collaboration tools (Teams, SharePoint, Slack, etc.)
- Office systems (ERP, procurement tools, CRM if applicable)
- Data capturing and basic reporting
- Digital filing and workflow tools
Financial & Basic Commercial Skills
- Budget tracking and expense management
- Processing invoices and purchase orders
- Cost-conscious decision-making (supplies, vendors)
- Basic reporting on spend vs budget
Problem-Solving & Decision-Making
- Proactively identifying and resolving operational issues
- Making judgement calls in the absence of leadership
- Managing last-minute changes (e.g., travel disruptions, scheduling conflicts)
Resourcefulness and adaptability
- Attention to Detail & Quality Control
- High accuracy in documentation and communication
- Proofreading and quality assurance of documents
- Ensuring completeness of information before escalation
People & Culture Support
- Supporting onboarding/offboarding coordination
- Driving office culture initiatives (events, engagement, recognition)
- Maintaining a professional and positive office environment
- Supporting leadership with team coordination
Professional Attributes
- High reliability and ownership mindset
- Discretion and trustworthiness
- Strong resilience under pressure
- Executive presence and professionalism
Closing Date
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Role Purpose
- Deliver professional service to clients through various servicing channels (inbound calls, emails, walk-in interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.
Requirements
- Matric or equivalent
- 1 to 2 years’ experience in the retirement industry environment Verbal and written communication
- Proficient in English, Sesotho, Zulu, and/or Sepedi languages.
- MS Office Suite (Word, Excel)
Duties & Responsibilities
Internal Process
- Engage and liaise with Employers, beneficiaries, and relevant stakeholders (friends, colleagues, neighbours, etc. of the deceased) to clarify details regarding the deceased on death claims allocated for investigation.
- Conduct both telephonic engagements and physical visits to families to investigate and verify information provided by claimants.
- Assist and ensure that claimants have filled in all documentation and provided all necessary supporting documentation.
- Assist and follow up with beneficiaries and relevant stakeholders (friends, colleagues, neighbours, etc. of the deceased) on outstanding information required for the investigation of death claims.
- Detailed update of the death claims control and system notes’ weekly to advise on the status of all death case investigations allocated.
- Conduct quality assessment on claim documentation to ensure that they are complete, accurate and in compliance with the Fund Rules and applicable and relevant processes.
- Complete death case file, once approved at the Disposal of Death Benefit Committee (or Board of Trustees/Fund) must be consolidated and uploaded to the Benchmark system in accordance with the applicable business processes (e.g., signed resolution, certified death certificate, etc.).
- Complete and package all beneficiary details individually in accordance with the applicable checklists and disburse in accordance with business processes to the Benchmark system.
- Liaise with internal departments for documentation related to a death in service (e.g., benefit claim form, death claim form.) to ensure that the claim is investigated within agreed service levels.
- Prepare detailed summary report per death case for presentation at the Disposal of Death Benefit Committee (or Board of Trustees/Fund) monthly.
- Prepare, distribute, explain, and follow up with beneficiaries on allocation letters and payment instructions from beneficiaries to whom benefits were allocated in line with Fund specific monetary guidelines and timeliness stipulated in the allocation letter.
- Maintain consistent service delivery in accordance with client Service Level Agreements to ensure client retention, satisfaction and to maximise client experience and influence positively by dealing with client requests in a competent, efficient, and professional manner.
- Provide relevant & accurate information to all members of funds under administration of MRA in Regional Office centres (both walk-in and telephone enquiries).
- Provide first time resolutions on client queries (members’, beneficiaries, employers, etc.), or if not, investigate client queries and providing feedback within agreed time frames. If you cannot resolve, escalate to senior prior to agreed response timeframe or manage response expectation to client.
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Maintain a register of queries received, the type of queries, Fund related to and the details of the enquirer on the platform and format provided and communicate this weekly to management.
- Maintain Fund- and broad product knowledge to respond to customer queries effectively and accurately as well as for considerations with death case investigations (e.g., GLA multiple/s, etc) and for member education sessions.
- Conduct member education sessions (e.g., Inductions, Employer Wellness Days, pre-retirement presentations etc.) to create awareness of the various features and processes associated with the Fund.
- Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation. Maintain Fund- and broad product knowledge to respond to customer queries effectively and accurately as well as for considerations with death case investigations (e.g., GLA multiple/s, etc) and for member education sessions.
- Conduct member education sessions (e.g., inductions, Employer Wellness Days, pre-retirement presentations etc.) to create awareness of the various features and processes associated with the fund.
- Manage the office/s under jurisdiction by ensuring that networks and telephony are working, consumables are replenished, and that the office/s are operational.
- Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation.
Client
- Provide authoritative expertise and factual information to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
People
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
Finance
- Identify opportunities and provide 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 processes information asks probing questions strives to find solutions to problems.
- Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
- 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.
- Showing Composure: Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity.
- Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invests personal energy.
Closing Date
Method of Application
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