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
- Responsible for the planning, management and control of the administration department through operational execution of the client service strategy to ensure effective and consistent client experience.
Requirements
Experience And Qualifications
- Matric.
- Related qualifications/Degree.
- 6-8 years' experience in the financial services industry.
Duties & Responsibilities
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Monitor and evaluate operational processes for quality and effectiveness and make adjustments as required.
- Manage a comprehensive client service function, ensuring timeous and accurate service delivery.
- Workflow management: Daily workflow management and effective resource planning. Problems identified & resolved. Service Level Agreements adherence and production statistics.
- Reporting: Deliver quality and meaningful reports on client service within agreed timeframes.
- Identify and report new trends in the market. Identification and reporting of system-related problems.
- Review performance target in line with business objectives and realities to ensure optimal performance is maintained.
- Customer engagement/retention: Engagement/retention of clients within current portfolio.
- External Customer Satisfaction: Effective and consistent service delivery and support to external clients in line with company values and TCF principles.
- Internal Collaboration: Effective and consistent service delivery and support to all internal clients.
- Define service practices which build rewarding relationships, encourage innovation, and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
- Create a positive work climate and culture.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Implement sound financial controls and monitor and manage expenditure relative to budget.
- Take responsibility for the unlocking of operational efficiencies.
- Implement risk management, governance, and compliance policies in own practice area.
- Manage governance and risk exposure liability.
Competencies
- Business acumen.
- Client commitment.
- Drive for results.
- Leads change and innovation.
- Impact and Influence.
- Self-awareness and insight.
- Diversity and inclusiveness.
Closing Date
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Role Purpose
- Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.
Requirements
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
- 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 vehicleComputer 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
- Drive the productionisation, operationalisation and lifecycle management of advanced analytics and machine learning models within Momentum Corporate, with the appropriate incorporation of AI based models.
- The role transforms actuarial and data science prototypes into robust, scalable, auditable production systems in a regulated insurance context - partnering closely with Actuarial, Data Science, and IT to ensure reliability, explainability, and value at scale.
Requirements
Experience and Qualifications
- Degree in Computer Science, Data Science, Engineering, Mathematics, Statistics, or related field (or equivalent experience).
- 3+ years’ experience in ML engineering, production data science, or platform engineering, including hands-on deployment and operation of ML models in production.
- 2+ years’ experience in regulated environments (preferably insurance/financial services): audit trails, explainability, approvals, data protection.
- Demonstrable experience with model CI/CD, packaging (containers/conda), model & data versioning, and monitoring/alerting.
- Experience building batch scoring pipelines (e.g., orchestrated jobs) and, where applicable, real-time inference (APIs, message queues).
- Experience operating production ML workloads with appropriate monitoring, logging, alerting, and runtime optimisation.
- Proficiency in Python and SQL.ML libraries: scikit-learn; familiarity with PyTorch and/or Keras (nice to have).
- Cloud ML platforms: Azure ML, AWS SageMaker or Databricks; model registry/experiment tracking (e.g., MLflow).
- Orchestration: Airflow / Azure Data Factory / similar.
- CI/CD: Git, GitHub/GitLab/Azure DevOps pipelines.
- Excellent technical and communication skills.
- Knowledge of the financial products applicable, as well as the insurance and retirement fund industry would be advantageous.
Duties & Responsibilities
INTERNAL PROCESS
- Actively participates in the design, build and deployment of the solution to a set problem statement by applying advanced analytics, with a particular focus on:
- Driving the transformation of actuarial and data science prototypes into production-grade services (batch jobs and/or APIs), including packaging, testing, documentation, and release.
- For mature projects and data pipelines establish Continuous Integration or Continuous Delivery (CI/CD) for ML including scalable, automated scoring pipelines and selecting fit-for-purpose architectures (scheduled batch vs. real-time API).
- For new/emerging projects and data pipelines establish tactical data pipelines where appropriate.
- Design, deploy, and operate ML pipelines that can leverage Microsoft Fabric artefacts developed by actuarial and other business facing specialists (Lakehouse, Notebooks, Data Pipelines, Warehouse, OneLake).
- Partner with Data Engineering and IT to ensure reliable, well-documented data inputs for training, scoring, and monitoring.
- Collaborate with specialists in IT to align on consistent standards and hybrid solutions.
- Support the use of machine learning techniques or tools to select features, create and optimise models. Where relevant, aid in the preprocessing of structured and unstructured data, including AI-based techniques.
- Prepare pipelines and deployment patterns that can integrate or leverage off of AI/LLM components (retrieval, orchestration, evaluation) where relevant.
- Standardise repository structures, coding conventions, and templates for reusable model components and jobs.
- Strategic implementation of ML and AI-based solutions to enhance model efficiency.
- Promote reusability, maintainability, reliability, and scalability in design and development of model solutions.
- Embed governance by design: model cards, validation evidence, performance baselines, approvals and sign-offs for regulated use.
- Ensure explainability and auditability of production solutions (feature attributions/diagnostics appropriate to the model class and use case).
- Act as the technical interface to IT for environments, network/security patterns, deployment pathways, and operational readiness.
- Collaborate closely with actuaries and data scientists to production-align model design (latency, throughput, cost, explainability, stability).
- Provide technical enablement to the analytics team (templates, how-to guides, code reviews) to uplift production-ready practices.
- Design for cost efficiency across compute, storage, and orchestration; monitor runtime costs and optimise resource utilisation.
- Support model performance by catering for monitoring data drift and re-training systems.
- Recommend and implement MLOps tooling (experiment tracking, model registry, orchestration, monitoring) and evolve standards across the team.
- Keep current with platform capabilities (e.g. Azure ML vs AWS vs Databricks, containerisation, orchestration services) and introduce pragmatic improvements that reduce risk and lead time.
- Collaborating with cross-functional teams: build and maintain relationships with clients and stakeholders that promote cross-delivery practice solutions.
CLIENT
- Maintain strong relationships with Actuarial, Data Science, IT, and business owners to deliver reliable production ML services that meet agreed SLAs/SLOs.
- Represent Advanced Analytics in architecture, security, and governance forums to ensure compliant deployment patterns.
- Continuously improve turnaround times, stability, and observability of ML services; proactively communicate incidents and remediation.
- Champion solution explainability and auditability to support business adoption and regulatory expectations.
PEOPLE
- Establish and socialise engineering standards for model packaging, testing, observability, and documentation.
- Operate effectively in a lean, business-embedded advanced analytics team, balancing tactical delivery with the progressive maturation of engineering practices.
- Coach actuaries and data scientists on production-ready coding practices (data contracts, dependency management, testing, reproducibility).
- Contribute to a culture of continuous improvement and incident learning (post-mortems, blameless RCA, playbooks).
- Participate in a positive work climate and culture to energise employees and give meaning to work.
- Promote a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Participate in a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared within Momentum Corporate but also at Group level, through participation in Group-wide Forums
- Participate in performance management frameworks in line with Momentum Corporate’s guidelines.
- Encourage innovation, change agility and collaboration within the team.
FINANCE
- Design for cost efficiency across compute, storage, and orchestration; monitor and optimise runtime costs of pipelines and model endpoints.
- Implement controls that reduce operational and compliance risk (access, secrets, data minimisation, retention).
- Track and report service reliability metrics (uptime, latency, failure rates) and cost KPIs relevant to production ML operations.
- Optimally contribute to the budget design for the area, including the motivation for expenditures and implementation of financial regulations.
- Follow risk management, governance, and compliance policies in own practice area, to identify and manage risk exposure liability.
Competencies
- End-to-End Ownership & Delivery: Takes accountability for production ML services from deployment through operation, monitoring, and continuous improvement.
- Systems Thinking & Engineering Rigor: Designs solutions with reliability, observability, scalability, and full lifecycle management in mind.
- Pragmatic Problem-solving: Favors simple, robust, and maintainable solutions that balance technical excellence, risk, maturity of business area and business value.
- Collaboration & Technical Influence: Effectively bridges Actuarial, Data Science, IT, and business stakeholders through clear, credible technical communication.
- Governance & Compliance Mindset: Embeds auditability, explain ability, security, and regulatory compliance by design in all production solutions.
- Continuous Improvement & Innovation: Drives automation, learning from incidents (post-mortems), and incremental innovation to improve reliability and speed to value.
- Business & Stakeholder Acumen: Demonstrates understanding of the group insurance environment and a strong commitment to stakeholder outcomes and service excellence.
- Professional Impact & Team Contribution: Shows self-awareness, inclusiveness, and a collaborative mindset; contributes to growing team capability and supporting change.
Closing Date
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Role Purpose
- To play a significant role in developing and expanding Momentum Corporate's advanced analytics function. The purpose of the role is to drive and implement over time a robust data analytics strategy to inform business decisions for the whole of Momentum Corporate.
- Please note: This role can be based in Cape Town or Centurion.
Requirements
- Master’s or Honours Degree in Commerce or Business Science with Marketing, Statistics Psychology or related qualification.
- More than 5 years’ experience in marketing, communication, research and client intelligence.
- 4 years’ experience in a financial environment.
- 4 years’ people management experience.
- Knowledge of the financial products applicable, as well as the insurance and retirement fund industry.
- Extensive MS Office experience and knowledge, as well as survey platforms and reporting tools.
Duties & Responsibilities
INTERNAL PROCESS
- Provide strategic input to the development of Data and Insights Team’s strategy.
- Set standards and measures for routine task performance.
- Take corrective action when standards and regulations are not met.
- Manage the reporting process and reporting tools.
- Improve efficiency and effectiveness of the current reporting process.
- Continuously enhance the value of reporting to all the team’s stakeholders.
- Focus on providing insights in addition to just delivering reports.
- Assist and drive projects where necessary.
- Assist in monitoring the team’s budget.
- Conduct research, identify, analyse, interpret market and customer data to provide insights to enable key business decisions and processes.
- Presentation of insights to various stakeholders through charts, graphs, and other visual means to enable them to make better informed decisions about products, distribution, clients and marketing campaigns.
- Interpret the data collected, organising this information into statistical tables and reports.
- Analyse and present industry trends and competitors trends to enable the organisation to predict how products and services will fare in the marketplace and to inform business tactics and strategic initiatives.
- Measure effectiveness of initiatives and strategies related to product, distribution, marketing and client.
- Monitor and forecast marketing, sales and market trends to inform business decisions.
- Conduct research on specific market conditions to inform business strategies around distribution, marketing and product.
- Analyse consumer preferences to determine inform client engagement, service and sales strategies. This includes behaviour aspects of clients and consumers.
- Gather data on consumers, competitors and market conditions as a key source of insights.
- Use statistical software to analyse and interpret data in the creation of insights.
- Simplify complex data into a user-friendly format to ensure insights are easy to use and palatable.
- Prepare and present reports to client and management.
- Provide a consistent and integrated view of the client, to ensure solutions which are market specific
- Analyse information and provide insights to the efficiencies of distribution, client and marketing strategies and initiatives.
CLIENT
- 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.
- Define fair and innovative stakeholder service practices which build rewarding relationships, and allows team to provide exceptional delivery service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance service delivery
- Engage with key internal and external stakeholders to identify changing needs and make recommendations to align service offering with needs.
- Manage a service excellence culture which builds enduring relationships and allows team to provide exceptional service.
PEOPLE
- 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 MMG 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.
FINANCE
- Optimally utilise the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
Competencies
- Business Acumen.
- Client/ Stakeholder Commitment.
- Drive for results.
- Leads Change and Innovation.
- Motivating and Inspiring Team.
- Strategic Thinking.
- Collaboration.
- Impact and Influence.
- Self-Awareness and Insight.
- Diversity and Inclusiveness.
- Growing Talent and Teamwork.
- Excellent communication skills.
Closing Date
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Role Purpose
- To provide strategic and operational legal support to the short-term insurance business, ensuring compliance with applicable legislation, regulatory requirements, and contractual obligations, while managing legal risk and supporting business objectives.
Requirements
The following experience and qualification will be required:
- LLB degree (essential)
- Admitted Attorney of the High Court of South Africa
- Minimum 5–8 years’ post-admission experience
- Proven experience within short-term insurance or financial services industry
- Strong exposure to insurance legislation, claims legal matters, and commercial contracts
Duties & Responsibilities
Legal Advisory & Risk Management
- Provide legal advice on all aspects of short-term insurance, including underwriting, claims, reinsurance, supplier contracts, and distribution agreements
- Identify, assess, and mitigate legal risks impacting the business
- Support product development and review policy wordings, endorsements, and customer communications
- Provide guidance on disputes, recoveries, repudiations, complaints, and ombudsman matters
Regulatory & Compliance Support
Ensure ongoing compliance with relevant legislation and regulatory frameworks, including:
- Insurance Act
- FAIS Act
- FSCA regulatory requirements
- FICA, POPIA, CPA, and PAIA
- Interpret and advise on legislative and regulatory changes and assess business impact
- Support regulatory engagements, audits, and regulatory submissions
Contracts & Commercial Negotiations
- Draft, review, negotiate, and manage contracts with intermediaries, reinsurers, service providers, vendors, and partners
- Develop and maintain standard contract templates and legal frameworks
- Advise on procurement-related legal matters
Corporate Governance & Reporting
- Support governance structures, committees, and board processes where required
- Prepare legal reports, risk assessments, and opinions for Exco and Board committees
- Ensure adherence to internal policies, delegations of authority, and governance standards
Stakeholder Engagement
- Partner with underwriting, claims, finance, risk, compliance, HR, and distribution teams
- Act as a trusted legal advisor to senior management
- Build strong relationships with regulators, external attorneys, and industry bodies
Team Leadership
- Manage and develop legal team members
- Allocate work, monitor delivery, and ensure high professional standards
- Drive legal function efficiency and continuous improvement
Competencies
Technical Competencies
- In-depth knowledge of South African insurance and financial services legislation and regulation
- Strong contract drafting and negotiation skills
- Litigation and dispute resolution expertise
- Sound understanding of compliance and governance frameworks
Behavioural Competencies
- Strong commercial acumen and business partnering capability
- Excellent communication and stakeholder-management skills
- High integrity, professional judgment, and attention to detail
- Ability to work under pressure and manage competing priorities
- Solution-oriented and pragmatic approach
Closing Date
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Role Purpose
- Utilise Actuarial skills to assist the business to develop and maintain investment and saving solutions that meet the needs of Metropolitan clients.
Requirements
- Degree in Actuarial Science
- Honours Degree in Actuarial Science (preferred)
- Completed all Foundation and Intermediate Technical exams - ASSA A100 and A200 series exams (previously known as CT’S)
- Completed Core Principles exam – ASSA A311 (previously known as CA1)
- Minimum 4 years actuarial experience
- Exposure to Financial Services industry
- Experience with Actuarial software (preferred)
- Long-term insurance product pricing and modelling experience (preferred)
Duties & Responsibilities
- Develop and maintain investment and saving solutions (Tax-free savings plans, Endowments, Retirement Annuities, Collective Investment Schemes, Life Annuities, etc.) for individual clients.
- Conduct business viability studies and solution designs.
- Analyse and research opportunities in the market to develop new products or streamline existing product offerings.
- Collaborate and build relationships.
- Conduct behavioral and predictive modelling in support of client engagement and retention strategies.
- Perform financial modelling and assess the financial impact of solutions.
- Maintain financial models, including projection of income and expenses, of business across all segments.
- Set key assumptions and measure the appropriateness of these assumptions over time.
- Ensure the viability of solutions by pricing new solutions and reviewing charging structures and rates of existing solutions.
- Interact and collaborate with technical and business stakeholders to identify data sources.
- Gather data and information from various sources, analyse results and interpret patterns and trends.
- Once data has been gathered and interpreted, report back what has been found in an easily accessible and accurate manner, which supports consistent and informed operational, tactical and strategic business decisions.
- Be pro-active in identifying opportunities as well as making analytical observations on any aspect that would be beneficial to business.
Competencies
- Passion to make a difference in the lives of people in the low to middle income markets.
- Extracting insights from data analysis.
- Can work accurately and with attention to detail.
- Be versatile and open to learning opportunities.
- Be willing to share learnings and experience with peers.
- 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.
- Business acumen
- Can take accountability and see projects through
Closing Date
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Role Purpose
- To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries.
Requirements
- Matric or Grade 12.
- 1 Year experience in a client service environment.
- Computer skills (Basic MS knowledge).
- Employee benefits experience will be an advantage.
- 6 months’ call centre experience in a client service environment will be an advantage.
Duties & Responsibilities
- 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 in order to meet client needs.
- Effectively utilise IT systems to ensure accuracy of documentation.
- Adhere to policies and procedures and take corrective action where necessary.
- Ensure all risks are mitigated and escalated where necessary.
- Provide excellent service to clients and stake holders to ensure client retention and satisfaction.
- Keep abreast of MMI product changes in order to effectively and accurately assist with client queries.
- Ensure Service Level Agreements are met and exceeded.
- Deal promptly with client requests in a competent, efficient and professional manner.
- Collaborate and partner with team members in order to drive and support effective teamwork.
- Display and live the MMI values when dealing with clients, stakeholders and members.
- This role is based on a PFP remuneration structure.
Competencies
- Client orientation.
- Accountability.
- Planning and organizing.
- Attention to detail.
- Communication skills.
- Teamwork.
Closing Date
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Role Purpose
- The purpose of the Senior IT Business Analyst role is to act as a strategic bridge between business needs and technology solutions, ensuring that systems and processes are effectively designed, implemented, and aligned to support organisational goals.
- In this role, you will lead and guide the analysis, design, and delivery of complex IT initiatives—translating business requirements into practical, high-quality solutions—while driving continuous improvement, enhancing productivity, and supporting informed decision-making across the business.
Requirements
Formal Education:
- Appropriate 3/4 years IT qualification (Computer and Information Science, Management Information Systems, Information Technology, Computer Engineering, Computer Programming)
- Extensive exposure to Systems Analysis and Project Management
- Exposure to SQL programming
Experience
- Minimum of 10 years IT Experience
- Experience in dealing with teams within geographical and technical complex environment.
- Exposure to SQL programming and database systems is required
- General IT skills are essential, like windows, excel, ftp and the ability to research and solve business problems with IT solutions
- Knowledge of Financial and Insurance Business is a definite advantage
- A background in Programming and IT System Support of large complex systems is required
Duties & Responsibilities
- This role requires the candidate to perform Project Management, Business Analysis, Systems Analysis and Design, Team Leading and certain technical functions.
- It needs strong analytical skills and an affinity for problem solving, to positively influence process and productivity and to work with a wide range of people.
- The role requires a high degree of industry experience and requires performing a liaison function between the business and the software developers or other service providers.
- It requires working closely with the Zestlife business to ensure business requirements are understood and met in the most effective way and must be able to train and guide users and assist with user queries.
- The role includes system configuration, designing and specifying solutions, testing, implementation, documentation and user training.
- Providing constructive and timeous feedback on work progress and problems encountered.
- Assisting and managing IT team members by reviewing and advising on system builds or enhancement and changes and ensuring deadlines are met.
- Interacting with and supporting IT team members as required, assisting in the continual improvement of the IT Function and its operations.
- Provide realistic estimates of effort and size of tasks to the business where required.
- Communicate clearly and accurately, building good relationships within the IT team, and foster good relationships with members of Zestlife and other IT providers.
- A good work ethic, the ability to work in a team and to work independently, being self-managed and an ability to deliver to deadlines are all critical aspects of this role.
- The job may require work to be done after hours and on weekends from time to time.
Competencies
- The ability to analyse, translate and define business requirements into technical solutions
- Troubleshooting / creative problem-solving skills
- Analytical thinking and having a broad understanding of a wide variety of technologies that can be deployed to solve business problems
- Facilitation skills and investigating, gathering, interpreting and advising of business and user requirements
- The skills to draw up functional specifications and work through the SDLC {system development life cycle) to ensure that requirements are met
- Assisting in the logical design of databases and systems, testing the systems and training the business users.
- Good industry related knowledge and experience
- Good understanding of document management systems and workflow
- Interpersonal and communication skills
- Planning & Organizing skills
- Time management
- Documentation skills
Closing Date
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Role Purpose
- To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously.
Requirements
- Grade 12 (NQF Level 4)
- 4-6 Year's relevant experience
- Employee benefits experience is essential
- Extensive industry knowledge and product knowledge as well as relevant legislation
- Successful completion of Yenzani training is preferred
Duties & Responsibilities
- Effective and prompt management of the team mailbox.
- Ensuring effective management of the Credit Control accounts for the Retirement and Risk Book of Business of the team.
- Ensuring effective management of the risk claims accruals of the team.
- In conjunction with the Administration Manager be accountable for the preparation of the Quarterly Admin Reports.
- Assisting with the checking of claims and contribution cycles(recons) as the need arises.
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Ensuring adherence to organisational best practice and legislative requirements.
- Adhering to policies and procedures and taking corrective action where necessary.
- Ensuring all risks are mitigated and escalated where necessary.
- Engaging in effective communication and delivering according to Service Level Agreements and providing first time resolution.
- Maintaining a consistent service delivery to ensure client retention and satisfaction.
- Supporting the Administration Manager and client centric model that enables efficient and effective client service.
- Assist on the contact centre as the need arises.
- Resolve complaints effectively within specified time frames and recommend corrective action to resolve the customer's complaint or query.
Competencies
- Accountability
- Attention to detail
- Customer orientation
- Communication with impact
- Organisation and planning skills
- Team player
- Time management
Closing Date
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Role Purpose
- The Legal Advisor is responsible for financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business market.
Requirements
Qualifications:
- Relevant Law degree (essential)
- Postgraduate Diploma in Financial Planning (essential)
- FAIS Compliant (RE 1 and RE5 Certification)
Experience:
- At least 5 years business-related experience
- Financial services and commercial experience (essential)
- 3-5 years' experience in financial services corporate
- Should be able to communicate well in English and Afrikaans
- This role will require you to travel between provinces.
Duties & Responsibilities
Financial Planning:
- Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
- Estate planning (including Fiduciary Specialist services)
- Business planning ? Tax planning
- Investment planning ? Retirement planning Provide support to financial advisors:
- Ensure that the financial adviser/planner's needs are established, and support is provided relevant to those needs
- Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptions/modifications and feedbacks
- Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates
- Train and develop financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services
- Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily)
Compliance:
- Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable)
Competencies
- Analyzing
- Applying expertise and technology
- Learning and researching
- Presenting and communicating information
- Persuading and Influencing
Closing Date
Method of Application
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