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
- Translates strategy into action and manages the operational execution of client services to drive excellent client experience and the achievement of business objectives.
Requirements
- Business-related degree e.g., Business Management, Accounting, Information Technology, etc.
- 10 years’ experience within various functions (IT, operations, service, finance) within a financial services environment.
- Good working knowledge of client service and operations in financial services.
Duties & Responsibilities
- Establish And Manage an Environment Which Creates a Memorable Client Experience (Internal Process):
- Implement a client service strategy that delivers on the brand promise and creates a memorable experience for our clients and financial advisors.
- Create and implement tactical plans to operationalise the business strategy and achieve business objectives in line with client and financial advisor network expectations.
- Implement mechanisms, systems, processes, and practices that enhance service and the experience of our clients and financial advisors & their offices.
- Facilitate the collaboration between the service area and other functions in order to foster effective working relationships and drive delivery of operational plans.
- Implement initiatives that drive operational efficiencies, reducing operational risk, and drive operational excellence throughout process, practice, and people perspective. Also actively manage capacity & lead the team performance with data enabled dashboards.
- Manage the implementation of operating procedures, quality, and service standards.
- Develop and implement mechanisms to monitor, report, and improve service delivery and operational efficiencies to drive an environment of continuous improvement.
- Use data and analytics to build and provide personalized and customized service solutions for customers.
- Proactively analyze data trends and research to provide insights which inform business decisions and influence the strategy.
Enable Client Centricity Within Area Of Responsibility (Client Services):
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after-sales service.
- Manage client query processes and ensure that queries are tracked accurately, resolved, and used as a mechanism to improve client service and business processes.
Effectively Lead Team (People):
- Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMI culture.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change, agility, and collaboration within the team.
Contribute to Financial Controls and Planning (Finance):
- Identify solutions to enhance cost-effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Control the budget for the area, including the authorization of expenditures and implementation of financial regulations.
- Manage high-risk and problematic financial issues in the area of accountability and contribute to the development of policy.
Competencies
- Business Acumen
- Commercial Thinking
- Sense of Urgency
- Decisiveness (Taking Action)
- Client Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Closing Date
go to method of application »
Role Purpose
- Provide administrative support for the Billing Process to ensure accurate and timely invoicing and collections.
Requirements
- It is essential to have a National Senior Certificate with Mathematics or Mathematical Literacy as a Grade 12 subject
- A tertiary qualification with Accounting as a subject would be highly advantageous
- 1–2 Years experience in an Accounts Receivable (Debtors) Team would be an advantage
- Proficiency in MS Excel is essential
Duties & Responsibilities
INTERNAL PROCESS
- Review billing information and create and issue invoices to clients or members.
- Ensure payment data is accurately imported into the system by the required due date.
- Ensure all debit orders are loaded into the system correctly and within the required timeframe.
- Conduct reconciliations to ensure payments and billing process is up to date.
- Process refund or credit memos where required.
- Prepare account statements for clients or members.
- Follow up on outstanding payments to ensure funds are collected.
- Address and resolve customer queries related to billing.
- Monitor payments and prepare monthly billing reports.
- Assist other departments with the preparation of financial reports.
- Update accounting records with issued invoices, processed payments, new balances and customer contact information.
CLIENT SERVICES
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback, and escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Deliver on service level agreements and 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
- Develop and maintain productive and collaborative working relationships with peers, clients 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.
- Effectively manage time and ensure optimal productivity.
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
- Be self-confident, self-motivated and relentlessly pursue targets and goals.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining information
- Checking things
- Upholding standards
- Interpreting data
- Following procedures
- Producing output
- Meeting timescales
- Managing tasks
Closing Date
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Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts.
- The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing,Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
- Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition.
- Visit the IFA and IFA office based on a defined plan and deliver a message.
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings.
Enthuse:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- IFAs to move from non-active supporters to active supporters, to ambassadors.
Educate:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
- Enable better financial planning and advice outcomes.
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings \
- Enable better financial planning and advice outcomes.
- Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.
Competencies
- Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
- Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
- Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
- Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
- Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
- Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
- Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
- Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
- Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
- Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.
Closing Date
go to method of application »
Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing,Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
- Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition.
- Visit the IFA and IFA office based on a defined plan and deliver a message.
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings.
Enthuse:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- IFAs to move from non-active supporters to active supporters, to ambassadors.
Educate:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
- Enable better financial planning and advice outcomes.
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings \
- Enable better financial planning and advice outcomes.
- Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.
Competencies
- Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
- Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
- Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others
- Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
- Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
- Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
- Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals
- Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
- Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
- Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.
Closing Date
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Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
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Role Purpose
- This role is designed to bridge the gap between technology systems and user experience, ensuring that internal and external stakeholders interact with systems that are intuitive, efficient, and aligned with business goals.
- As the Technology Experience Lead, you will be responsible for shaping and enhancing the end-to-end experience of users interacting with our enterprise technology systems. You will work across business units to ensure that systems are designed, implemented, and continuously improved with a user-centric mindset. This role requires a blend of technical acumen, design thinking, and stakeholder engagement to drive adoption, satisfaction, and productivity.
Requirements
Qualifications:
- Bachelor’s degree in Computer Science, Information Systems, Human-Computer Interaction, or a related field.
- 7+ years of experience in technology systems, UX design, or digital transformation roles.
- Proven experience leading cross-functional initiatives focused on user experience in enterprise environments.
- Strong understanding of enterprise IT systems (e.g., ERP, CRM, HRIS) and their impact on business operations.
- Excellent communication, facilitation, and stakeholder management skills.
- Familiarity with design thinking, agile methodologies, and user research techniques.
Preferred Skills:
- Experience with tools such as ServiceNow, Salesforce, SAP, or Microsoft Dynamics.
- Certification in UX, Agile, or ITIL frameworks.
- Experience in change management and user adoption strategies.
Duties & Responsibilities
User Experience & Satisfaction
- System Usability Score (SUS): Measures perceived ease of use and satisfaction.
- Net Promoter Score (NPS): Gauges user willingness to recommend the system to others.
- User Satisfaction (CSAT): Collected via surveys post-interaction or post-implementation.
Adoption & Engagement
- System Adoption Rate: Percentage of target users actively using the system.
- Feature Utilization Rate: Tracks how often key features are used.
- Time to Proficiency: Average time it takes for users to become proficient with a new system.
Operational Efficiency
- Reduction in Support Tickets: Measures how system improvements reduce user issues.
- Task Completion Time: Tracks how long it takes users to complete key workflows.
- Automation Rate: Percentage of manual tasks replaced by automated processes.
Change Management & Training
- Training Completion Rate: Percentage of users who complete onboarding or training programs.
- Feedback Loop Closure Rate: Measures how quickly user feedback is addressed and resolved.
- Change Adoption Rate: Tracks how quickly and effectively users adapt to system changes.
System Performance & Reliability
- System Uptime: Percentage of time systems are operational and available.
- Incident Response Time: Average time to resolve system-related incidents.
- Error Rate: Frequency of system errors or failures affecting user experience.
Competencies
- Strategic Thinking
- Customer Focus / User Centricity
- Stakeholder Management
- Communication & Influencing
- Innovation & Continuous Improvement
- Change Leadership
- Analytical Thinking
- Technical & Business Acumen
- Collaboration & Teamwork
- Governance & Risk Management
- Results Orientation
Closing Date
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Role Purpose
- Providing an efficient and effective service to clients by supporting the Senior Consultant in their fund engagement obligations.
Requirements
Experience And Qualifications
- Matric (Grade 12).
- Relevant Degree or Diploma.
- 1 to 3 years of Employee Benefits experience.
- 1 year of experience in minute-taking and agenda preparation.
- Fund Administration experience is advantageous.
Duties & Responsibilities
- Assist with first-line queries from clients and internal stakeholders, ensuring that they are resolved or escalated timeously.
- Build and maintain a network of relationships with internal stakeholders, ensuring effective service delivery to consultants and clients.
- Maintain a consistent service delivery to the consultants' team that will result in client retention and satisfaction.
- Assist with and follow up on action items from client meetings, ensuring the timelines and required outcome as agreed with the client are clearly stated.
- Preparation of agendas, board packs, minutes, and file notes for client meetings, ensuring quality, accuracy, and timeous reporting.
- Provide documentation to the Legal Department for submission to the Financial Services Conduct Authority (FSCA) and follow up regularly to ensure timeous finalization.
- Ensure maintenance of relevant databases (share drive) and records for the team, for ease of reference and retrieval of data (save documents).
- Maintain an S14 register and assist with the monitoring of all section 14 applications, ensuring that the process followed is in line with legislation.
- Update the Fund year plan and meeting schedule for the area of responsibility.
- Maintain a register of all Pension Fund Adjudicator (PFA) complaints and ensure adherence to agreed timelines.
Competencies
- Client Commitment.
- Drive for results.
- Self – awareness.
- Diversity and Inclusiveness.
- Impact and Influence.
Closing Date
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Role Purpose
- Manage quality and cost of clinical and medical care by liaising with members and providers.
Requirements
- Matric
- Nursing Diploma or Degree
- Enrolled Nurse or Registered Nurse is essential
- One year case management experience in a managed care environment
- Three years clinical practice in the discipline
- Experience in both hospital case management and/ or disease management (advantageous).
- Possess the applicable registration to the respective professional bodies as it is required by the medical schemes Act Regulation 15D (1) (d)
- Knowledge of Momentum Health Administration system (advantageous)
Duties & Responsibilities
- The aim of this position is to manage quality and cost of clinical and medical care by liaising with members and providers.
- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Prioritise work in accordance with required intensity of patient and cost management.
- Daily planning and organisation in accordance with case load.
- Accountability for daily work load and required interventions.
- Interaction with member, GP and Specialist and other providers including home based and convalescent nurses.
- Manage quality and cost of clinical and medical care by liaising with medical providers, members and their families as well as other 3rd party service providers when need be.
- Work with individual consumers(beneficiaries and providers) of the Insurer to achieve better health outcomes while helping beneficiaries to understand their benefits, disease(s) or health status.
- Reduce the downstream clinical and financial risk associated with the beneficiary.
- Co-ordinate the required interactions between the various providers and hospitals
- Keep detailed records of patient interaction and follow-ups done by updating system records.
- Ensure the effective, accurate and timeous completion of relevant documentation accompanying transactions.
- Continued Medical Education of all role players.
- Manage cost of an in or out-patient episode by implementing appropriate policies and guidelines.
- Arrange post hospital care where necessary.
- Authorise appropriate and cost-effective medical care and treatment.
- Ensure the consistent and correct application of exclusions.
- Adhere to policies and procedures and take corrective action where necessary.
- Adhere to organisational best practice and legislative requirements.
- Ensure accurate application of a cute case management protocols.
- Continuously monitor turn around times and quality standards and resolve issues speedily to enhance client service delivery.
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
Competencies
- High standards of personal integrity, honesty and respect for confidentiality and feedback to clients.
- Be sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
- Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
- Understands how the business operates, what the key issues and risks are that drives business success.
- Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity
- Persuades, convinces, influences and inspires others, both within Momentum Group and externally to win support,loyalty and gain commitment to the purpose of Momentum Group.
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Prioritises the business interests of Momentum Group and invests in the success of the group by aligning effort across divisions.
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Presence and flexibility in the wellness coaching process.
- Prepared to take accountability for the relationship with the beneficiary.
- Sensitive and open-minded.
- Ability to express the patient roadmap clearly and succinctly.
- Analytical and able to identify and interact on relevant and important questions and aspects as are important to the beneficiary.
- High levels of responsibility and discernment about own role in the patient management cascade.
- Good level of clinical competencies.
- Synthesizing and analytical skilled relevant to the clinical requirements of interaction with beneficiaries that have higher levels of complexity of clinical needs clinical needs.
Closing Date
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Role Purpose
- The Regulatory Compliance Officer (Market Conduct) plays a key role in ensuring the organisation operates within regulatory requirements while supporting sustainable business growth. Acting as a trusted strategic partner and advisor, the role embeds compliance into business decision-making, product design, and operational practices.
- The role requires a strong understanding of regulatory frameworks combined with the ability to interpret and apply these within the context of the organisation’s business model. It also contributes to a technology-enabled, data-driven compliance environment, leveraging digital tools, analytics, and AI to enhance compliance effectiveness, monitoring, and reporting.
- The purpose of this role is to implement, maintain, and continuously improve compliance practices across assigned legislation, licences, and legal entities. Operating as part of the independent second-line assurance function, the role provides structured compliance monitoring, advisory support, breach management, and regulatory reporting.
- The role is responsible for ensuring regulatory requirements are embedded in a manner that is practical, proportionate, and aligned to business strategy, while proactively identifying and mitigating regulatory risks. The incumbent also contributes to the ongoing evolution of compliance through innovation, continuous learning, and the adoption of modern compliance technologies.
Requirements
- Matric (required)
- Relevant tertiary qualification in Law, Compliance, Risk Management, Finance, or Business (required)•Compliance-related certifications or professional training (advantageous/required depending on context)
- Approval by the FSCA as a Compliance Officer (required)
- 5–8 years’ regulatory compliance experience within financial services or a regulated environment (required)
- Demonstrated experience in business partnering or advisory roles within compliance (required)
- Experience in compliance monitoring, breach management, and regulatory reporting (required)•Strong understanding of market conduct regulations and applicable legislation (e.g., FAIS, CISCA, POPIA, PFA)
- Exposure to or experience in leveraging technology, data, and AI to enhance compliance effectiveness (advantageous)
- Experience in compliance frameworks, risk assessment, and control evaluation
- Ability to influence and engage stakeholders across all levels
- Proficiency in compliance systems, reporting tools, and dashboards
Duties & Responsibilities
- Act as a trusted regulatory business partner to operational, product, distribution, and support teams, providing practical, solution-oriented compliance advice aligned to commercial objectives.
- Embed regulatory requirements into day-to-day business processes, supporting the design of compliant products, services, customer journeys, and operational models.
- Proactively identify regulatory risks, control weaknesses, and conduct risks, and work collaboratively with the business to design sustainable remediation actions.
- Support fair customer outcomes through early engagement, regulatory insight, and challenge where business practices may expose customers or the organisation to regulatory harm.
- Participate in business change initiatives, projects, and forums to ensure regulatory considerations are addressed upfront rather than retrospectively.
- Implement, maintain, and continuously enhance compliance processes and controls for assigned regulatory frameworks, licences, and legal entities (e.g. FAIS, CISCA, PFA, LTI, POPIA).
- Maintain and regularly review the Compliance Requirement Universe, ensuring regulatory obligations are accurately captured, interpreted, and mapped to business controls.
- Contribute to the development, execution, and refinement of risk-based Compliance Monitoring Plans.
- Identify, document, analyse, and track compliance breaches, ensuring appropriate escalation, root-cause analysis, and remediation support in partnership with the business.
- Prepare clear, accurate, and value-adding compliance reports for management, governance committees, and assurance stakeholders.
- Support regulatory submissions, statutory applications, inspections, thematic reviews, and audit engagements.
- Maintain accurate and auditable digital records to support regulatory evidence, inspections, and governance reporting.
- Engage professionally with regulators within delegated scope, demonstrating transparency, integrity, and regulatory credibility.•Actively maintain personal capability by staying current on regulatory change, compliance best practices, and enabling technologies through ongoing learning and professional development.
- Deliver targeted compliance training, guidance, and awareness interventions tailored to business needs and risk profiles.
- Share regulatory insights and lessons learned within the Compliance Function and broader risk community.
- Provide coaching and support to junior or less experienced compliance team members.
- Promote a culture of integrity, accountability, continuous improvement, and constructive challenge
Competencies
- Strong regulatory interpretation and application capability
- Commercial awareness with the ability to balance regulatory rigour and business needs•
- Analytical thinking and data-driven decision-making capability
- High attention to detail and strong risk identification skills
- Stakeholder engagement and influencing capability
- Clear written and verbal communication, including reporting
- Planning, prioritisation, and time-management skills
- Independent working capability with sound judgment and escalation awareness
- Collaborative, partnership-oriented mindset•Digital and innovation mindset, including openness to AI and RegTech solutions
Closing Date
Method of Application
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