Momentum – Finance Jobs – 07 July 2026

To apply, click on the link at the end of the posts and all the best with your applications

Financial Manager (Scheme Finance)

Closing Date
2026/07/13
Reference Number
MMH260703-4
Job Title Financial Manager (Scheme Finance)
Position Type Permanent
Role Family Finance
Cluster Momentum Health
Remote Opportunity None of the time
Location – Country South Africa
Location – Province KwaZulu-Natal
Location – Town / City Cornubia, Durban
Introduction
Through our client-facing brands Momentum Group, 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.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Preparation, interpretation and presentation of accurate financial information.

Requirements
CA (SA) accreditation is essential
2 – 3 years’ experience in the insurance industry
Understanding of the financial services environment
Duties & Responsibilities
Financial reporting in compliance with statutory requirements
Review and presentation of accurate financial information, monthly management accounts and annual financial statements to internal and external stakeholders.
Review and submission of regulatory reporting requirements for the Council for Medical Schemes
Develop and maintain relationships with Board of Trustees, Scheme Committees and Scheme Management.
Oversee the delivery of accurate and relevant management reports and analysis that add value and insight for the business.
Deliver monthly financial statements to stakeholders within agreed timeframes and adequately address and resolve stakeholder queries.
Manage the implementation and adherence to financial controls and ensure that authorisation levels are adhered to and raise any exceptions with the relevant stakeholder.
Implement process improvements in order to enhance financial management processes and creates efficiencies.
Prepare and provide necessary documentation to complete timely audit.
Contribute to the internal and external audit process and resolve any audit queries within deadlines.
Manage the resolutions of scheme financial queries.
Review the reconciliations of the transactions on the bank statement and sub ledgers to the General Ledger.
Investigate, identify and make improvements for effective cost management.
Manage execution of the financial aspects of contracts and verify that all financial commitments listed in agreement are met based on the terms written in the contract.
Implement system improvements in order to enhance financial management processes and create efficiencies.
Monitoring of financial compliance with the Medical Schemes Act and the regulations thereto including the review and understanding of changes to legislation and review of impact upon the Scheme and the communication of the impact upon the Schemes.
Competencies
Understands how the business operates, what the key issues and risks are that drives business success and how they impact on the commercial viability of potential ventures and the profitability of the Group
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.
Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Prioritises the business interests of Momentum Health and invests in the success of the group by aligning effort across divisions.
Persuades, convinces, influences and inspires others, both within Momentum Health and externally to win support, loyalty and gain commitment to the purpose of Momentum Health.
Is 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.
Analytical thinking
Accounting skills

Click here to apply

Graduate Programme – Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS)

Closing Date
2026/07/08
Reference Number
MMH260626-4
Job Title Graduate Programme – Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS)
Position Type Graduate
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg
Introduction
Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.

This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.

Why Join The Graduate Programme?

Structured career path from administrative support to financial adviser.
Accredited training and mentorship from industry experts.
Exposure to both business operations and community initiatives.
Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
Competitive stipends and salaries with co-funded progression.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant)

Stipend: R6 500 per month with an additional R6500 monthly top-up by Gradidge Mahura Investments (Pty) Ltd

Focus: Technical proficiency, compliance, and client support

Support IFAs with client onboarding, administration, and compliance documentation.
Participate in structured learning modules covering technical, business, and client training.
Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
Build strong relationships with clients, mentors, and stakeholders.
Develop skills in practice management, financial literacy, marketing, and digital tools.
Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)

Salary: R14 000 per month

Focus: Holistic financial planning and advanced technical skills

Transition into the paraplanner role, supporting advisers with financial planning.
Begin preparation for Regulatory Examination (RE5).
Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
Apply knowledge of financial products, quoting processes, and client segmentation.
Continue mentorship and structured training through the New Adviser Academy.
Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)

Salary: R18 000 per month

Focus: Fit & Proper Competency and adviser readiness

Transition into a junior financial adviser role, working under supervision.
Complete Fit & Proper Competency requirements, including: Class of Business training, Product-specific accreditation and, RE5 qualification
Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
Participate in quarterly mock client-facing assessments to refine advisory skills.
Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements

Minimum of a BCom degree in Financial Planning OR with a major in Financial Planning, Estate Planning, or Post Graduate Diploma in Financial Planning.
Strong digital capabilities and willingness to engage with diverse stakeholders.
No prior industry experience required – this programme is designed for graduates eager to learn and grow.
Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
Support IFAs with client onboarding, administration, and compliance documentation.
Assist in preparing reports, presentations, and data analysis to inform business decisions.
Ensure compliance with FAIS, POPIA, and other regulatory requirements.
Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
Deliver professional, client-centered support to IFAs and their clients.
Build and maintain positive relationships with clients, community partners, and internal stakeholders.
Contribute to service delivery that meets agreed standards and expectations.
Recommend enhancements to client service and promote fair treatment of clients.
Actively participate in CSI initiatives that strengthen community trust and brand reputation.
Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
Continuously expand knowledge of financial services, industry trends, and ethical practice.
Share innovative ideas and contribute to a culture of learning and improvement.
Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
Identify opportunities to streamline workflows and reduce resource wastage.
Demonstrate accountability in managing company resources entrusted during the programme.
Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
COMPETENCIES

Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.

Click here to apply

We wish you all the best with your applications