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
- Develop and implement the Brand, Marketing and PR strategy for Momentum Multiply, ensuring alignment to the overall business strategy. This must be done in compliance with legal requirements, policies and procedures, and ethical business practice.
- Achieve deliverables by understanding the industry, best practices, competitor businesses and customer requirements and by creating offerings that promote Multiply and its products.
Requirements
- Matric / Grade 12
- Bachelor’s degree or equivalent qualification in Marketing or Communications required
- A minimum of 5-10 years’ experience in financial services
Duties & Responsibilities
- Brand and Reputation Management: Oversee brand management (including CI development), reputation management, and media coverage to ensure a positive image of Momentum Multiply.
- Marketing Campaigns: Develop, manage and ensure implementation of brand, marketing and lead generation campaigns, measuring results, and taking overall responsibility for brand management and corporate identity.
- Public Relations: Develop and implement the public relations strategy and policies, manage PR campaigns, media interviews, and exposure, and act as the primary media contact.
- Stakeholder Engagement: Liaise with stakeholders to gather requirements, advise on creative ideas, and build and maintain relationships to optimise opportunities and exposure.
- Event and Partner Activations: Conceptualise, plan, and guide the execution of Multiply events and partner activations through campaigns and sponsorship opportunities within a provided budget.
- Operational Efficiency: Ensure operational efficiency, manage supply chain (vendor) and stock management, and contribute to cost-effectiveness and increased operational efficiency.
- People Management: Lead the function through effective collaboration and people management practices, fostering a culture of continuous improvement and innovation.
- Marketing Strategy: Manage marketing for products, partners, features, and activities within the marketing department, developing the marketing strategy in line with business unit objectives. Manage the annual marketing plans, monitor and report on effectiveness, and create marketing materials that are effective and fit for purpose.
- Partner Marketing: Collaborate with the Partner Management Team to develop tactical plans and concepts to facilitate mutual exposure between Multiply and its partners. Ensure adherence to set processes and timelines, and include relevant partner messages in appropriate channels and platforms.
- Client and Stakeholder Relations: Provide authoritative expertise and advice, build and maintain relationships with internal and external stakeholders, and deliver on service level agreements.
- Budget Management: Contribute to and manage Momentum Multiply's brand budget to minimise expenditure in alignment with operational plans.
- Reporting and ROI: Monitor and report on the effectiveness of marketing initiatives, develop and measure ROI metrics for PR, and provide regular updates to drive results and enhance the impact of campaigns.
- Risk Identification: Identify opportunities to enhance cost-effectiveness and increase operational efficiency, providing input into risk identification processes and communicating recommendations in the appropriate forum.
- Compliance: Ensure all activities are in compliance with legal requirements, policies, procedures, and ethical business practices.
Competencies
- Examining Information
- Providing Insights
- Generating Ideas
- Developing Strategies
- Convincing People
- Articulating Information
- Directing People
- Meeting Timescales
Closing Date
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Role Purpose
- Accurately control and process financial information, including financial reporting and analysis, that enables the interpretation of financial information and informs business processes and decision making.
Requirements
Experience and Qualifications:
- 3 - 5 years' experience in accounting or related (essential)
- 3 - 5 years’ experience in PowerBI and automation (essential)
- Formal qualifications: BCom Accounting or Financial Management or related degree
- Specific licensing or registration: Registered chartered accountant with South African Institute of Chartered Accountants (preferred)
Knowledge
- Knowledge of applicable legislation landscape
- Knowledge of IFRS requirements applicable within area of responsibility
- Knowledge of ethical best practice guidelines
Business acumem
- Reporting skills
- Analytical thinking
- Attention to detail
Duties & Responsibilities
Internal Processes:
- Complete consolidated financial reporting and analysis that add value and insight for the business.
- Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder.
- Review and approve the general ledger journal allocations based on levels of authority and policy.
- Control the reimbursement process to ensure that reimbursements are in line with budget and policy parameters.
- Review and approve journals to allocate expenses.
- Reconcile the expenses to the financial statement and budget.
- Manage the reconciliations of transactions on the bank statement to the General Ledger.
- Manage general ledger and other financial controls to ensure compliance to the relevant standards and controls. Identify and resolve problem sources or escalate to relevant level of authority.
- Contribute to the enhancement of systems, processes and issues in order to enhance financial management.
- Accurately update and maintain the fixed assets register and make recommendations to enhance the management.
- Identify expense variances and investigate root cause of variances.
- Compare expenses to budgets and identify reasons for variances, in order to provide financial insights in reporting.
- Analyse financial reports and information to identify area of opportunities or potential risks within segment.
- Advise and guide stakeholders and nonfinancial managers regarding finance elements.
- Proactively assist in engaging with business to forecast expenses and 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.
- Engage with clients in a client centric manner:
- Resolve client queries within agreed timeframes.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with internal and external stakeholders and clients.
- Make recommendations to improve client service within area of responsibility.
- Participate and contribute to a culture which build 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
- Contribute to the identification solutions to enhance cost effectiveness and increase operational efficiency with area.
- Manage financial and other company resources under your control with due respect.
Competencies
- Examining Information
- Interpreting Data
- Checking Things
- Upholding Standards
- Taking Action
Closing Date
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Role Purpose
- Manage the finance function through professional and ethical financial practices and services that provide quality and accurate financial information and financial reporting in order to support and enable business processes and decision-making.
Requirements
Qualification and Experience
- 4 - 6 years’ experience in a Financial Management role (essential)
- Minimum of 3 years’ experience in a managerial role (essential)
- Degree in Accounting, Financial Management, Management Accounting or relevant equivalent qualification (essential)
- Honours degree in Accounting/Financial Management/Management Accounting and or relevant equivalent qualification (preferred)
- Registered chartered accountant with South African Institute of Chartered Accountants (SAICA)
Knowledge
- Knowledge of Generally accepted accounting principles (GAAP)
- International Financial Reporting Standards (IFRS) and risk management principles
- Tax Act, Companies Act and risk management principles
- General knowledge of financial and IT systems and business processes within line of business systems (i.e. understand workflow and link to financial impact)
- Knowledge of the financial services and insurance industry
Duties & Responsibilities
INTERNAL PROCESS
- Oversee accounting practices in line with group standards and ensure that cost allocations are aligned to the business methodology. Manage the implementation of segment finance policies, procedures and controls in line with Group Finance frameworks.
- Manage the implementation and adherence to financial controls on all lines of business and financial systems and ensure that authorisation levels are adhered to and raise any exceptions with the relevant stakeholder. Manage the creation and maintenance of records on the financial management system to ensure the accuracy and integrity of financial records and documents. Manage the resolutions of financial queries.
- Manage the reconciliations of the transactions on the bank statement to the General Ledger, and between line of business systems and payment systems. Investigate, identify and make recommendations to improve cost management.
- Advise stakeholders regarding the implementation of the preferential procurement process and the implications of non-compliance.
- Support the preferential procurement process and provide management information and insights regarding suppliers.
- Contribute to the interpretation and explanation of financial analysis, forecasts and scenarios to guide business decision making for the segment.
- Oversee the delivery of accurate and relevant management reports and analysis that add value and insight to the business.
- Oversee the delivery of accurate and timeous segment reporting (including KPI and operational reports), analysis and insights.
- Review consolidated segment reports to ensure that the information is appropriate and accurate. Contribute to the audit process and resolve any audit queries within deadlines. Facilitate and manage the budgeting process and evaluate budget information received and discuss errors or omissions with stakeholders.
- Keep abreast of trends, legislation and best practices within the financial management field to optimise service offering and delivery.
- Deliver monthly financial statements to stakeholders within agreed timeframes and adequately address and resolve stakeholder queries. Manage the implementation and adherence to financial controls and ensure that authorisation levels are adhered to and raise any exceptions with the relevant stakeholder.
- Manage execution of the financial aspects of contracts and verify that all financial commitments listed in agreement are met based on the terms written in the contract.
- Have a clear understanding of business drivers that impact financial results, to apply analysis and recommendations.
CLIENT
- Provide authoritative, expertise and advice to clients and stakeholders. Build and maintains relationships with clients and internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service. 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.
PEOPLE
- Manage and maintain stakeholder relationships between business and centralised Group Finance, to ensure alignment and collaboration. 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 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.
FINANCE
- Control and track the budget for the various departments. Facilitate and manage the budgeting process and evaluate budget information received and discuss errors or omissions with stakeholders.
- Review all departmental budgets that roll up to the consolidated budget and provide insights into variances against prior year and trend analysis. Proactively engage with business to forecast expenses and 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.
- Implement and manage financial risk methodologies, techniques and systems and use them to monitor and report on financial activities. Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability. Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business acumen
- Client/stakeholder commitment
- Drive for results
- Impact and influence
- Collaboration
- Self-awareness and insight
- Diversity and inclusiveness
- Growing Talent
Closing Date
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Role Purpose
- Responsible for the life cycle administration of franchises, advisers and assistant to ensure smooth onboarding, ongoing maintenance and off boarding processes
Requirements
Experience and Qualifications:
- 2-5 years' process administration experience in the financial services industry.
- Experience in the financial services industry (preferred).
- Being in a high stake process environment (an advantage).
- Grade 12.
- Relevant NQF 5 qualification.
Duties & Responsibilities
Role responsibilities:
- General Administration
- Liaison with the advisers and prospects to gather, capture and maintain information for purposes of onboarding, maintenance, and off boarding by following processes and utilizing the relevant systems.
- This will ensure effective servicing and accurate information at all times.
- Check application accuracy, assisting candidates with the completing of the online applications.
- Capturing and processing new franchise applications.
- Fit and proper – Ensure all fit and proper documentation are received before submitting to Compliance.
- System access – Provide information and request all the required system access.
- Book transfers – Ensure all requirements are met for a transfer and facilitate the transfers accordingly.
- Loan applications – Facilitate the loan application through the different channels, ie Management, Debit Management and Payments.
- Product Provider take-on – Facilitate the creation on all the relevant systems.
- Product provider broker code applications – Follow each Provider’s process in requesting broker codes and follow up until code is issued.
- Drafting franchise house, adviser, debt repayment plans and supervision agreements and ensure sign-off by all parties.
- Maintenance of Fit and Proper records (e.g. CPD, etc)
- Maintenance of the Representative Register
- Tasks – Creating tasks for all transactions and followed up until resolved.
- Business Support
- Support of the Franchise Support Roles within Momentum Consult concerning query resolution, credit cards and claims, travel arrangements (General Managers).
- Onboarding of Product Providers by following the due diligence process.
- Attending regional events and assisting on the day with the reception of the advisers.
- Enable client CENTRICITY WITHIN area of responsibility
- 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.
- Self-management and Teamwork
- 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, industrial and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Contribute to financial controls and planning
- Control and check expense claims for authorisation.
- 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:
- Planning and organising
- Deciding and initiating action
- Working with people
- Attention to detail
- Working in a fast paced environment
- Teamwork
- Fluent in English
- Must be comfortable to call Advisers, Managers, Colleagues
Closing Date
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Role Purpose
- The purpose of the role is to bring about high-quality service by overseeing the quality of operational team's output and client interactions within an agreed SLA and to ensure exceptional service processing and effective execution of operational functions.
Requirements
Experience and Qualifications
- Grade 12 or Equivalent.
- Minimum of 2 years of experience in employee benefits.
- Quality Checking experience will be advantageous.
Duties & Responsibilities
- Check and verify all financial and non-financial operational transactions including client interactions accurately and within the agreed turnaround times and service level agreements ensuring no daily backlog in quality queues.
- Identify and clearly note gaps in transactional processing performance or service delivery and give concise recommendation/feedback for corrections and improvements in service delivery on relevant platforms for immediate action by operations service consultants and to allow accurate reporting on upskilling and development to the operational management team.
- Contribute to the identification of business services process issues and development of solutions, escalating to the Quality Control Portfolio Manager to determine the best operational course of action.
- In collaboration with the Portfolio Manager implement and take joint accountability for the service response to the Momentum Corporation Operational business strategy.
- Contribute and ensure compliance to relevant legislation and risk mitigation strategies.
- Deliver on service level agreements to ensure that the overall 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.
- Adopt a performance culture that exceeds service delivery expectations maintaining high quality output within service level agreement.
- Adopt a culture of accountability for personal, regional and cross regional queue management to ensure full turn-around time of quality control items is maintained.
- Understand impact of quality overall client experience.
- Take full accountability for personal management of own service standard delivery.
- Build strong relationships through providing consistent and accurate concise recommendation/feedback, expressing positive expectations to improve overall high quality client service experience.
- Exceed client expectation by adopting a cross regional team culture.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of operational process changes, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- 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.
- Check and verify all operational processes and client interactions timeously and accurately to avoid re-works and late processing penalties.
- Adopt a culture of excellence ensuring zero defects / errors in overall client experience from Momentum Corporate operational teams.
- NB: Please that this role is based on the Pay for Performance remuneration structure.
Competencies
- Collaboration.
- Customer orientation.
- Impact and influence.
- Accountability.
- Attention to detail.
- Communication skills.
Closing Date
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Role Purpose
- The role will assist in the implementation of Momentum Life compliance function and the annual compliance monitoring plan in line with relevant regulations and other compliance requirements from an assurance perspective and to proactively advise business on the impact of new developments in legislation. It will also be focused on the development of our future compliance officers and is intended for the individual who is focused on growth and career development.
Requirements
Experience and Qualifications
- Relevant compliance experience required.
Key skills needed include:
- Ability to interpret statutory, regulatory and supervisory requirements.
- Good written and verbal communication and report writing.
- Basic Presentation.
- Strong administrative and organisational.
- Computer literacy.
- Ability to work under pressure.
- Deadline driven
- Ability to build relationships
- Strong administrative and organisational.
- Ability to translate legal knowledge for a non-legal audience
- Ability to work independently and in a team
- Currently studying towards a Business/law/commercial/compliance Degree/Diploma.
- Legal, Audit or commercial (e.g. Accounting) degree/national diploma (preferred).
- 1-5 years relevant experience required.
Duties & Responsibilities
Assurance
- Derive a monitoring coverage plan which talks to the Regulatory Universe and CRMPs of high-risk pieces of legislation.
- Implement the coverage plan including scoping and interaction with business, process analysis and report-writing.
- Monitoring and auditing relevant compliance records, processes and systems.
- Following-up on any outstanding non-compliant matters pertaining to the daily findings.
- Assist with the proper establishment and maintenance of procedures on the identification, reporting and resolution of compliance breaches and other compliance and regulatory issues.
- Assist in drafting monthly and quarterly compliance reports within your scope of responsibility to line Management.
- Contribute to the review of all critical business policies from a regulatory compliance perspective and make recommendations for improvement.
Advisory
- Assess the possible impact of any regulatory development on the operations of the business and work with the business from a compliance perspective.
- Provide advice to business on compliance and implementation of controls, including control effectiveness and adequacy assessments.
TrainIng and awareness
- Identify training needs to mitigate the training instances of non-compliance identified during monitoring.
- Assist in compliance specific induction training.
- Effective teamwork, Self-management and alignment with Group values
- Act at all times in ways that are consistent with MMH's brand and values.
- Continuously drive own professional development.
- Engage constructively with performance feedback.
- Handle stress in ways that do not negatively impact others.
- Continually share, debate and communicate learnings.
- Flag and debate issues constructively.
- Work collaboratively with others to achieve shared goals.
- Positively influence and manage change.
Competencies
- Business Acumen
- Customer/Stakeholder Commitment
- Drive for results
- Drive change and innovation
- Collaboration
- Impact and influence
- Self-Awareness and Insights
- Diversity and Inclusiveness
Closing Date
Method of Application
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