Momentum – Finance Jobs

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PAYE Administrator

Closing Date
2025/03/05
Reference Number
MMH250226-10
Job Title PAYE Administrator
Position Type Permanent
Role Family Finance
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Accurately prepare and submit tax related information within agreed service levels in order to support the operations of the FAW Umbrella Funds, Momentum Corporate Preservation funds and private funds.

Requirements
Matric or equivalent
2 Years’ experience in the Insurance or Financial Services Industry
Exposure to working with Pension fund administration
Intermediate Excel experience
2 Years’ experience with Orbit system would be beneficial
Duties & Responsibilities
Internal

Accurate reconcile tax amounts in order to ensure the accounts balance. Prepare monthly journals for payments to SARS.
Investigate and resolve all non-reconciling items.
Prepare accurate monthly, bi-annual and annual tax reports. EMP201 & EMP501.
IT88 recons and monthly sub-missions.
Submit tax reports and returns to SARS within agreed timelines.
Investigate various client tax related queries and escalate to relevant stakeholders.
Provide guidance to Admin teams.
Identify solutions to enhance cost effectiveness and increase operational efficiencies. through adhering to legislative requirements.
Provide input into risk identification processes and communication recommendations to various stakeholders.
Adhoc prior year escalated tax queries.
Reporting and issue of adhoc manual tax certificates.
Attend to escalated Jira queries.
Reconciliation of unissued tax certificates and escalate to relevant admin teams.
Client Services

Resolve client queries within agreed timeframes.
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

Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
Positively influence and manage change and offer specialist support where required.
Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
Take ownership for driving career development
Finance

Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Implement and provide input into governance processes, systems and legislations within area of specialization.
Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
Provide input into- the risk identification processes development and communicate recommendations in appropriate forum.

Competencies
Client commitment
Drive for results

Collaboration
Impact and influence

Self-awareness and insight

Diversity and inclusiveness

Manager: PAYE

Closing Date
2025/03/08
Reference Number
MMH250225-8
Job Title Manager: PAYE
Position Type Permanent
Role Family Finance
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Manage the PAYE team and processes for pension funds, ensuring compliance with tax regulations and effective, completeness and accurate administration.

Requirements
Finance and/ or related commerce qualification
A Tax/PAYE qualification will be an advantage
3-5 years’ relevant experience
Minimum of 3 years’ managerial experience
Knowledge as well as insights into the employee benefits industry and related financial wellness industries
Exposure to key developments in accounting principles
Understanding of relevant legislation (e.g. Pension Funds Act and Regulations, Income Tax Act, RRR, Divorce Act, etc.)
Duties & Responsibilities
Manage the PAYE team and daily functions (Internal Process)

Manage and support PAYE Administrators
Report and review status of EMP201 / EMP501 declarations
Responsible for training and coaching on processes to PAYE & Admin staff
Monthly feedback to Admin staff – e.g. national imbizo sessions
Ensure continuous tax process improvement to address and minimize client and SARS queries and non-compliance matters.
Keep abreast with legislation changes related to Pension Funds.
Resolve all PAYE related queries in a timeous manner.
Perform IT3B reconciliation.
Technical procedures and improvements within the PAYE environment.
Identify and analyse gaps and areas of risk in area specific practices and develop solutions for improvements. (e.g. Unissued certificates and IT3b recon).
Liaise with business analysts for all interactions between system programmers and related PAYE dependencies.
Build and sustain relationships with internal decision makers and interest groups in support of tactical objective achievement.
Analyse ROT in process and implement processes
Enable client centricity within area of responsibility (Client Services)

Provide expertise and advice to clients and stakeholders
Build and maintain relationships with clients and stakeholders
Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
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
Contribute to effective and consistent service delivery and support to all clients in line with the company’s values and Treating Customers Fairly (TCF) principles.
Effectively lead team (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
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
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
Live the MMI values of Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork in all interactions.
Manage budget and implement sound financial controls (Finance)

Compile and control budgets to minimise expenditure in alignment with tactical delivery plans
Control 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
Implement and manage financial risk methodologies, techniques and systems and use 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 wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
Business Acumen
Collaboration
Customer/ Stakeholder Commitment
Impact and Influence
Drive for Results
Self-Awareness and Insight
Leads Change and Innovation
Diversity and Inclusiveness
Motivating and Inspiring Team
Growing Talent

Sales Remuneration: Payroll Administrator

Closing Date
2025/03/04
Reference Number
MMH250224-5
Job Title Sales Remuneration: Payroll Administrator
Position Type Permanent
Role Family Human Capital
Cluster Momentum Life
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To ensure the accurate and timeous payment of intermediaries and sales employees within Momentum.

Requirements
Grade 12 or equivalent qualification
A related tertiary qualification – or studying towards an advantage
A minimum of 4 years’ commissions payroll and support experience in the financial services industry preferable
Financial Numeracy
Duties & Responsibilities
Appointments and Terminations –
Capturing new appointments onto system to ensure timeous payment.
Check and Verify data received from source.
Processing terminations timeously
Calculating accurate leave pay figures when required and in accordance with the business leave rules.
Maintain accurate 3rd party data.
Payments –
Processing month end payments to intermediaries and sales employees
Processing of unrealized transactions
Processing 3rd party payments
Processing manual ad hoc payment request
Update and maintain scheduler.
Administer and update Commspace.
Monitor Corporate Extracts, proactively rectify
Maintain knowledge of contracts
SARS
Reconciliations –
Completing relevant recons accurately and timeously
Query Resolution –
Providing detailed, accurate and easily understandable feedback to stakeholders
Providing regular updates on outstanding queries
Resolving and closing out queries from stakeholders
Resolving payment related queries timeously
Actioning PC Changes accurately and in accordance with business rules and agreed processes
Journals –
Accurately processing relevant journals
Competencies
Attention to detail
Working with people
Relating & networking
Deciding and initiating action
Adhering to principles and values
Writing & Reporting
Analyzing
Planning & organizing
Delivering results
Meeting customer expectations
Adapting and responding to change
Numeracy

Financial Manager: Fund & Investment Accounting

Closing Date
2025/03/06
Reference Number
MMH230927-2
Job Title Financial Manager: Fund & Investment Accounting
Position Type Permanent
Role Family Finance
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Sandton
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewardsprogramme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Manage the financial and investment reporting for funds, and the daily processing function through completeness, accuracy and timeous oversight and engagement of the related treasury and investment support services in line with best practice and financial management principles.

Requirements
Relevant bachelor’s degree in finance
Post graduate finance and investments qualification (advantageous)
5 + years in a managerial position
8 + years experience and knowledge as well as insights into the employee benefits industry and related financial wellness industries
Key developments in accounting principles incl. International Financial Reporting Standards as well as exposure to unitisation principles and investments
Knowledge of the regulatory reporting requirements and other FSCA and Reserve Bank requirements
Understanding of relevant legislation (e.g., Pension Funds Act and Regulations, Income Tax Act, Regulation 28, Divorce Act, Section 13A, Section 37C, etc.)
ATTRIBUTES

Sense of urgency
Analytical thinking
Commercial thinking and business acumen
Presentation and facilitation skills
Influencing
Planning and Organising
Interpersonal Relationships
Duties & Responsibilities
Manage the fund accounting and investment accounting processing function (Internal and external Processes)

Plan, document, initiate and manage annual statutory or internal audits as formal business projects by liaising directly with fund auditors, investment managers and business peers to oversee the audit process, audit queries, audit management letters and ensure improvement on the control environment with audit recommendations to eliminate audit overruns and client dissatisfaction.
Review, critically analyse and present management accounts, statements of cash flow, budgets, SARB and Regulation 28 reports and annual financial statements to clients in line with the client expectations as per the Service Level Agreement.
Respond to Board of Fund and sub-committee queries.
Engage with fund valuator and manage valuation requirements.
Review and sign-off on annual financial statements, management accounts, statement of cash flow, SARB, C48, Regulation 28 and all other financial reporting to clients.
Maintain a standardised accounting environment and discipline.
Review and sign off on monthly asset-liability matching procedures for all funds.
Implementation of all automation initiatives and ensuring ISAE 3402 compliance within all fund accounting principles.
Respond to regulatory authorities queries and manage on-site visit deliverables timeously.
Enable client centricity within area of responsibility

Provide expertise and advice to clients and stakeholders
Build and maintain relationships with clients and stakeholders
Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
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
Present financial reports to clients where required
Contribute to effective and consistent service delivery and support to all clients in line with the company’s values and Treating Customers Fairly (TCF) principles.
Effectively lead team

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
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
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
Live the MMH values of Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork in all interactions
Manage budget and implement sound financial controls

Compile and control budgets to minimise expenditure in alignment with tactical delivery plans
Control 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
Implement and manage financial risk methodologies, techniques and systems and use 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 wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
Business Acumen
Client Commitment
Drive for Results
Leads Change and Innovation
Collaboration
Impact and Influence
Self-awareness and Insight
Diversity and Inclusiveness

Click here to apply

We wish you all the best with your applications