Momentum Vacancies

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

Administrator: 37C Death Claims

Closing Date
2025/11/17
Reference Number
MMH251110-2
Job Title Administrator: 37C Death Claims
Position Type Permanent
Role Family Client Services
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
To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/ electronic enquiries.

Requirements
Experience and Qualifications:

Matric or relevant qualification.
2 Years Employee Benefits Experience.
Knowledge of Section 37C, Pension Funds Act and the associated legal and regulatory framework.
Experience in preparing documents and presenting to trustees is an advantage.
Duties & Responsibilities
The incumbent will be co-responsible for the following:

Administer the processing of Section 37C claims, including verifying claimants’ information, compiling necessary documentation, and ensuring the claims are processed accurately and promptly.
Engage with clients and/ or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
Take ownership of complaints and ensure they are resolved timeously and effectively.
Provide clients with the relevant information and documentation as required in line with policy guidleines.
Capture and update client information on relevant information on relevant system/s based on data received from the client.
Accurately complete all administrative and reporting requirements within agreed timeframes.
Adhere to legislative / compliance requirements in the service process.
Identify and report process and system failures and enhancements to improve client experience.
Escalate client queries to the relevant departments or stakeholder.
Build and maintain relationships with clients and internal and external stakeholders.
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.
Collaborate and partner with team members in order to drive and support effective teamwork.
Participate and contribute to a culture which build srewarding relationships, facilitates feedback and provides excpetional client service.
Competencies
Planning and organising
Accountability
Customer orientation
Attention to detail
Good communication skills
Good attention to detail
Teamwork

Click here to apply

Pricing Team Leader

Closing Date
2025/11/19
Reference Number
MMH251104-7
Job Title Pricing Team Leader
Position Type Permanent
Role Family Actuarial
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town
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
To implement a best practice framework for the pricing function that ensures optimal operation of the business through a comprehensive range of fit-for-purpose and best-in-class business pricing strategies, solutions, and client services.

Requirements
Experience and Qualifications:

Relevant B.Comm Degree at NQF level 6.
Mathematics or Statistics at degree level would be advantageous.
If academic requirements are not met, then relevant supervisory/management experience in a Pricing environment will be taken into account.
Recognition of Prior Learning will be taken into account.
Minimum of 5 years industry experience, specifically within the Pricing department.
Minimum of 3 years industry experience specifically within Employee Benefits and/or Risk business.
Experience in a Supervisory/Management capacity would be advantageous.
Duties & Responsibilities
INTERNAL PROCESS

Manage the workflow so that targets are met, and queries are timeously resolved.
Engaging and collaborating with various stakeholders (Sales teams and other departments) to ensure targets are met.
Ensure all work from the team is accurate and delivered on a professional level.
Perform quality assurance.
Improve processes in order to minimise operating expenses.
Implement innovative and effective solutions to meet and enhance team targets.
CLIENT

Build and maintain relationships with clients and stakeholders.
Enhance the image of Momentum Corporate through professional client liaison.
Define fair and innovative client service practices which build rewarding relationships, as well as enable the team to provide exceptional client service.
Contribute to a client service excellence culture which builds enduring and rewarding relationships, facilitates feedback, and enables the team to provide exceptional client service.
Drive efforts to improve client service and fair treatment of clients within the area of responsibility. Incorporate client feedback into the enhancement of daily business processes and management operating systems.
Incorporate client feedback into the enhancement of daily business processes and management operating systems.
PEOPLE

Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruptio,n 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, teamwork, and cohesiveness.
Effectively manage performance within the team in order to ensure business objectives are achieved.
Foster an environment which exhibits passion and enjoyment for the work being processed.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
FINANCE

Support client retention and new business acquisition via excellent customerservice and maintaining excellent client relationships.
Ensure pricing and Ts & Cs in quotes and rate reviews are in accordance with therelevant agreed risk approach and pricing strategy.
Competencies
Client/Stakeholder engagement, management, and commitment.
Impact and influence.
Self-Awareness and Insight.
Relationship building and influencing.
Business and professional communication.
Business acumen, business knowledge, and industry awareness.
Quality-oriented.
New and business pricing (ability quotes and rate reviews – analyse claims experience and determine rates and free cover limits).
Financial awareness and management.
Good judgment, effective decision-making making and problem-solving.
Self-management.
Information integration.
Process efficiency improvement.
Analytical thinking (including problem identification and problem analysis).
Data management.
Time management, flexibility, and adaptability.
Service and results orientated.
Interpersonal communication and collaborative approach.
Teamwork and co-operation.
Basic and/or Intermediate level Word and Excel skills.

Click here to apply

Regional General Manager – Eastern Cape

Closing Date
2025/11/12
Reference Number
MMH251104-6
Job Title Regional General Manager – Eastern Cape
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Eastern Cape
Location – Town / City Gqeberha
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with best BC. Ensure a high-performance culture is set and maintained. Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections.

Requirements
Qualifications:

BCom degree in the following fields: Business Management, Investments.
Honours degree is an advantage.
CFP® is an advantage
Experience:

5 to 8 years’ financial service industry experience with majority in risk and saving
3 to 8 years’ relevant management experience
Momentum Myriad and Investo experience an advantage
Strong business acumen, with an ease to take decisions and initiating action
Business process experience – new business, underwriting, claims
Knowledge:

Financial planning and advice process knowledge – tax, structuring, estate planning
Knowledge of financial services industry and Momentum products
Duties & Responsibilities
Active People Mobiliser:

Manage the team
Continuous drive to interview and recruit the best specialist to match the IFA base
Joint calls with specialists.
Regular feedback and coaching – one-on-one and in the team.
People that will walk through fire for their RGM.
Effective lead team.
Have robust relationships with all key stakeholders in MDS product houses and externally
Driver of high-performance culture:

Develop and execute the business plan
Set the performance standard by regularly attracting new IFAs.
Set annual, quarterly and monthly sales goals for each BC.
Develop and drive growth in sales distribution in support of strategic objectives.
Create a great team spirit.
Active competition and recognition
Ensure achievement of sales targets.
Competition to step up further
Learning and Development Catalyst:

Engage each of their Specialists systematically and consistently
Support the Continuous learning program and knowledge distribution program
Bring new content, product changes smoothly into the IFA market
Master competitor comparison
Develop on full value chain including service, product, and distribution including the enablers of technology, knowledge and marketing
IFA Acquisition and Connection:

Acquire new IFA Relationships
Take ownership for the IFA’s and build meaningful and value-adding relationships between the advisers and Momentum
Ensure frequent engagement and marketing activities
Drive clear communication to IFA’s
Active reporting,
Drive an engagement that are advice-led environment that focuses on best practice service delivery.
Drive sound financial and corporate governance practices
Competencies
Deciding and initiating action: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.
Leading & supervising: Provides others with a clear direction; motivates and empowers others; recruits staff of a high calibre; provides staff with development opportunities and coaching; sets appropriate standards of behaviour.
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 & 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.
Learning & researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making; encourages an organisational learning approach (i.e. learns from successes and failures and seeks staff and customer feedback).
Formulating strategies & concepts: Works strategically to realise organisational goals; sets and develops strategies; identifies, develops positive and compelling visions of the organisation’s future potential; takes account of a wide range of issues across, and related to, the organisation.
Planning & organizing: Sets clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
Delivering results & 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 & 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 press & 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.

Click here to apply

Senior Technical Marketing Specialist

Closing Date
2025/11/18
Reference Number
MMH251103-15
Job Title Senior Technical Marketing Specialist
Position Type Permanent
Role Family Actuarial
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
We seek a Senior Technical Marketing Specialist to lead and execute key initiatives within our Technical Marketing team at FundsAtWork and Group Insurance (FAWGI). This role will be instrumental in driving new business development through technical support to the corporate distribution channels, enhancing client and intermediary relationships, retaining large key clients, broadening the reach of our distribution footprint, and improving engagements between product, pricing, and distribution teams. The ideal candidate will possess a strong understanding of group risk business, a technical understanding of actuarial group risk pricing, commercial expertise, deal-making skills, and a proven track record of managing high-impact projects and client relationships.

Requirements
Experience And Qualifications

Qualified or nearly qualified actuary with significant exam progress.
4+ years’ relevant experience with a sound understanding of employee benefits, group insurance products, pricing, and basic investments knowledge.
Group insurance and Umbrella fund pricing will be a key advantage.
Business development/ commercial experience with exposure to a client-facing environment.
Development and management of key client relationships.
Digital innovation and technology application.
Business process automation skills will be an advantage.
Other qualifications may be considered where significant relevant experience is aligned to the above.
Duties & Responsibilities
INTERNAL PROCESS & CLIENT

Drive strategic projects towards growth of the FAW and GI book and improve Momentum Corporate’s market share in the umbrella fund and group risk industry.
Drive strategies aimed improving market penetration of retirement and insurance products through intermediary groups and direct distribution initiatives.
Monitor the financial impact of product take-up, lapses, new business hit rates and translate to effective strategies to maintain and grow market share
Develop, plan, implement and take joint accountability for the Technical Marketing strategic objectives, partnering with product, pricing and distribution teams, aligning to the Momentum Corporate strategy.
Provide insurance product and pricing expertise, to key clients and stakeholders by supporting the Momentum Corporate distribution channels.
Provide commercial insights to technical pricing sign-off for FAWGI pricing (insurance, administration, and investment fees) within the authorisation matrix.
Assist the tender management in the completion of Request for Proposals for new business.
Drive research and monitoring of the industry, legislation and regulation, target market, technologies, and competitors, including a SWOT analysis, to identify opportunities for new and innovative growth areas.
Assist in developing and executing strategies to increase transformation and number of supporting brokers within FAWGI.
Development of the intermediary value propositions, including tracking of client behaviour and making recommendations to enhance the intermediary value proposition.
Drive initiatives aimed at improving the client and intermediary experience to both internal and external stakeholders.
Identify opportunities to leverage strategic relationships and alliances to build new channels, distribution pipelines, or growth opportunities in partnership with key stakeholders and product owners.
Drive cross-selling and collaboration opportunities across the value chain and various businesses within Momentum Group through partnerships and relationship building.
Collaborate with data analytics team to provide competitor analysis and comparisons of products in the market and identify areas of growth.
Contribute to sustaining a competitive edge through external networking and benchmarking, and representation on related forums.
Drive product development and management through providing inputs from own expertise, as well as client and stakeholder feedback.
Track and address product development-related workflows and identify trends and weaknesses to be addressed in the product offering relative to market
Oversee the development of tools and calculators for clients and intermediaries to improve ease of doing business and positioning thought leadership
Assist in reviewing and comparing competitor strategies, to inform product and pricing strategies.
Collaborate with other teams (including the actuarial team, quotes, rate review teams, client services, disability management, marketing, digital client experience, IT and legal) to ensure that new products are financially viable, solution-orientated and fit for purpose to clients and markets.
Influence new business sales, marketing, and communication processes by via elevated technical input related to FAWGI.
Collaborate and co-present with Momentum Investments on large new umbrella business.
Representation, training, and attendance of advisory body meetings of large participating employers on FAW, and provide feedback.
Build and execute presentations required for launching, training, and new business to internal stakeholders, intermediaries, clients, and media.
Oversee the market positioning of new product developments, collaborating with Product, Marketing, Legal, and other teams.
Manage content positioning for major marketing events, including Partnership Connect, broker engagements, and product launches.
Collaboration and maintenance of the marketing strategy with FAWGI marketing team
Contribute to a service culture which builds rewarding relationships, proposes innovations, and allows others to provide exceptional client service.
Innovative redesign of disclosures and statements to promote client understanding and engagement by partnering with clients on their journey to success.
PEOPLE

Develop and maintain productive and collaborative working relationships with peers and stakeholders (internal and external)
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.
Be self-confident, self-motivated, and relentlessly pursue targets and goals.
Take ownership for driving career development.
FINANCE

Investigate and implement solutions to enhance efficiencies and cost-to-income ratios towards maintaining and growing the FAW and GI book of business.
Financial modelling to test various business cases for product initiatives within Momentum Corporate.
Achieving the OKRs towards the overall financial objectives of FAWGI.
Ensure that activities align with the value of new business and margin objectives.
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
An ability and enjoyment of complex problem-solving and learning.
Strategic thinking and decision-making abilities.
Strong project management skills and ability to lead cross-functional teams towards common goal.
Understanding of employee benefits, insurance, and investment principles, and general business acumen.
Excellent communication skills across all formats and an ability to summarise complex financial outputs concisely to a broad audience.
Confidence in presenting and distilling complex technical content to a wide range of stakeholders.
Commitment towards improving client and stakeholder experience, relationship management, and networking across all levels of the business.
Results and output-driven.
Self-motivated and accountable.
Exposure to Design Thinking, Lean implementation, and Agile methodology will be an advantage.
Work effectively both independently and collaboratively as part of a larger team.
Attention to detail.
Time management.
Embrace diversity and inclusiveness.

Click here to apply

Marketing Specialist

Closing Date
2025/11/14
Reference Number
MMH251031-1
Job Title Marketing Specialist
Position Type Permanent
Role Family Marketing and Communication
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 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
Assist and support Momentum Corporate through the implementation of relevant marketing activities in alignment with strategic business objectives.

Requirements
Bachelor’s degree in marketing or equivalent
3-5 years’ experience in Marketing
Proven experience as marketing specialist or similar role
Solid computer skills, including MS Office (Word, Excel and PowerPoint) and Wed analytics (Google Adwords etc.)
Experience in Financial Service (advantageous)
Additional Information

Thorough understanding of marketing elements (including traditional and digital marketing such as SEO/social media etc.) and market research methods
Demonstrable experience in marketing data analytics and tools
Well-organized and detail oriented
Commercial awareness partnered with a creative mind
Duties & Responsibilities
Internal Processes

Develop marketing operational plans based on the marketing strategy per product and audience
Effectively implement marketing projects and activities according to the marketing plan to reach the strategic marketing objectives
Effectively prepare, design, produce and implement marketing campaigns / projects to reach the audience through appropriate channels including print, digital, online, web and broadcast mediums
Prepare all go-to-market messages and material to ensure that the right message is communicated to the market to fulfil the strategic plan
Copy writing, editing and proofreading to a determined level to hand over to copy writer for all marketing campaigns including advertising, social media etc.
Conduct market research to find answers about consumer requirements, habits and trends
Liaise with external vendors to execute promotional events and campaigns
Analise, measure and present insights on the success of marketing campaigns / projects and produce reports for stakeholders
Be proficient in the use of digital and social media platforms.
Brief service providers on project requirements and ensure delivery within agreed timelines
Contribute to public relations
Be proficient in data preparation for marketing purposes
Client

Provide authoritative, expertise and advice to clients and stakeholders
Build and maintain relationships with clients and internal and external stakeholders
Deliver on service level agreements made with internal and external stakeholders and clients
Make recommendations for improvement of client service 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 and stakeholders
Positively influence and participate in change initiatives
Continuously develop own expertise in terms of professional, industry and legislation knowledge
Contribute to continuous innovation through the development, sharing and implementation of new ideas
Take ownership for driving career development
Finance

Contribute and manage the area specific budgets to minimise expenditure, in alignment with operational plans
Identify opportunities to enhance cost effectiveness and increase operational efficiency
Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
Interpersonal skills
Problem solving
Communication skills
Planning and organising
Time management
Stakeholder management
Networking and relationship building

Click here to apply

Administration Manager

Closing Date
2025/11/11
Reference Number
MMH251029-2
Job Title Administration Manager
Position Type Permanent
Role Family Administration
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town/Sandton
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
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.
Collaboration.
Impact and Influence.
Self-awareness and insight.
Diversity and inclusiveness.

Click here to apply

Estates Assistant (6 Months)

Closing Date
2025/11/10
Reference Number
MMH251028-10
Job Title Estates Assistant (6 Months)
Position Type Temporary
Role Family Legal and Compliance
Cluster Momentum Life
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
Introduction
Momentum Trust provides Executorship solutions to the clients of Momentum who die with a Momentum Will. We also provide the same service to clients who either don’t have a Will (die intestate) or under Power of Attorney if they may have been appointed Executors but are required by the High court to obtain the services of an appropriately qualified Agent, before they are appointed by the High Court.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Role PurposeTo provide administrative and clerical support in the winding-up of deceased estates in compliance with the Administration of Estates Act, 1965, and other applicable legislation. The role ensures accurate, timeous, and efficient processing of estate matters while delivering a professional service to executors, beneficiaries, attorneys, and relevant institutions.

Requirements
Requirements

Qualifications

Matric / Grade 12 certificate (essential).
Relevant tertiary qualification (e.g., Diploma/Degree in Law, Administration, or Finance) advantageous.
Experience

At least 1–3 years’ experience in an administrative role, preferably within deceased estates, legal, fiduciary, or financial services environment.
Knowledge of:
Administration of Estates Act, 1965.
Wills Act.
Income Tax Act (basic knowledge of SARS requirements).
Computer literacy (MS Office Suite, estate administration software advantageous).
Proficient in English (written and verbal); additional South African languages an advantage.
Other preferences
Experience liaising with the Master’s Office, SARS, and financial institutions.
Exposure to drafting estate accounts or estate planning processes.
Customer service orientation with a compassionate and professional approach.
Duties & Responsibilities
Duties and Responsibilities

Assist with opening and administration of deceased estates.
Prepare and submit documentation to the Master of the High Court (e.g., reporting documents, acceptance of executorship, Letters of Authority/Executorship).
Collect and collate information required for the Liquidation & Distribution Account.
Liaise with beneficiaries, family members, attorneys, financial institutions, SARS, and other stakeholders.
Ensure compliance with legislative timelines and statutory requirements.
Handle correspondence, maintain accurate filing systems, and update internal databases.
Monitor progress of estates and follow up on outstanding matters.
Assist in drafting and proof-reading estate accounts and related documents.
Support senior estate officers with administrative tasks and client queries.
Process claims, policies, and investments linked to the estate.
Competencies
Competencies

Strong administrative and organisational skills.
Attention to detail and accuracy.
Ability to work under pressure and meet deadlines.
Professional communication and interpersonal skills.
Confidentiality, discretion, and empathy when dealing with bereaved families.
Problem-solving and proactive follow-up skills.
Ability to work independently and within a team.

Click here to apply

Advanced Analytics Solution Specialist

Closing Date
2025/11/14
Reference Number
MMH251027-5
Job Title Advanced Analytics Solution Specialist
Position Type Permanent
Role Family Information Technology
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Cape Town or Gauteng
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness andrewards programme), and our other specialist brands, including Guardrisk, the group enables business and people from all walks of life to achieve their financialgoals and life aspirations. We help people grow their savings, protect what matters to themand invest for thefuture. We help companies and organisations care for and reward theiremployees and members.Through our own network of advisers or via independent brokersand utilising new platforms Momentum Group provides practical financial solutions forpeople, 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 play a 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. With a particular focus on the application of machine learning and/or low code solutions development.

Requirements
•Degree in Data Science, Actuarial Science, Mathematics, Economics, Computer Science, Information Management or Statistics.•2 – 5 Years’ relevant experience.•At least 2 years’ experience in a financial or business environment.•Knowledge of the financial products applicable, as well as the insurance and retirement fund industry would be advantageous.•Strong programming skills (SQL; Oracle SQL; R or Python).•Experience with Microsoft PowerBI.•Experience with Microsoft Power Platform would be advantageous.•Experience with ML Ops and tools such as AWS Sagemaker or Azure ML and alike.

Duties & Responsibilities
INTERNAL PROCESS•Actively participates in the design of the solution to a set problem statement by applying advanced analytics.•Assist and drive projects where necessary; including identifying areas or processes that can be enhanced, either readily through analytics, or initiating data pipelines to enable, further analysis and insights.•Identify and understand data structures across various databases within the business to facilitate data analytics and continuous monitoring activities.•Promote reusability, maintainability, reliability, and scalability in design and development of data solutions.•Propose software packages that can be used to effectively perform data engineering, advanced analytics or process automation functions (expand, beyond analytics).•Data sourcing: through integration with IT systems and across business units; and/or utilising low code solutions to facilitate data sourcing.•Perform extract, transform, load operations from data sources for reporting and modeling purposes.•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.•Analysing and interpreting diverse data types using statistical and machine learning techniques.•Efficient and effective teamwork with the IT team to implement optimal access and maintenance of analytics environments.•Deliver frameworks for scenario planning using analytics in collaboration with various stakeholders.•Portfolio analyses and trend investigations to support strategic objectives.•Be able to apply strong statistical methods and approaches to derive insights and identify risks and opportunities within the business.•Collaborating with cross functional teams: build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.•Responsibility to keep up to date with the latest developments in Analytics (technology, platforms etc)CLIENT•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.•Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance service delivery.•Participate in a service excellence culture which builds enduring relationships (between Actuarial, IT and Business) and allows team to provide exceptional service.•Ensure that Advanced Analytics support and contribute toward realising our Group’s stated purpose.

PEOPLE•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•Optimally contribute to the budget design for area, including the motivation for expenditures and implementation of financial regulations.•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.•Follow risk management, governance and compliance policies in own practice area, to identify and manage risk exposure liability.

Click here to apply

Business Analyst

Closing Date
2025/11/14
Reference Number
MMH251006-11
Job Title Business Analyst
Position Type Permanent
Role Family Information Technology
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 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 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
Conduct analysis of business needs to provide software application solutions focused on delivering business value. Together with a range of business, technical and technology stakeholders, you will help design and implement innovative solutions to meet business objectives. You are responsible for working with multiple stakeholder groups across the organization to identify, investigate and analyze challenges faced by the enterprise. The Business Analyst will synthesize the business requirements, which will in turn inform the solution design.

Requirements

• 5+ years’ experience of deep practical experience in a business analyst role with repeated practice performing business analysis in a variety of complex situations.
• Relevant degree (essential)
• Insurance industry knowledge (essential)
• Experience and sound knowledge of Agile methodologies and continuous delivery models
• IIBA certification preferred

Duties & Responsibilities

• Identifying, investigating, and analyzing problems faced by business; propose documented solutions that fully address the business requirements needed to optimize the business.
• Keeping abreast of market changes and internal system developments ensuring that all new processes align to best practices.
• Accountable for eliciting requirements and solution design through conducting requirement session (JAD), interviews and reviewing (extracting info) existing documentation.
• Collaborating with stakeholders to document business process maps, business requirement definitions and business requirements specifications.
• Developing and documenting detailed functional and non-functional requirements specifications in line with standards.
• Critically evaluating business processes in order to establish time and cost parameters and make innovative recommendations that will positively impact the business. • Investigating and analyzing alternative solutions and propose the best approach to meet a business needs.
• Developing solutions that encompass the entire system (people, process and technology).
• Assisting in the identification of risks and issues pertaining to the implementation of the solution requirements.
• Documenting the impact and interactions of business process and requirements to support system design and development.
• Contributing to the successful implementation of projects in order to achieve the business outcome.
• Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.. Participate in user acceptance testing and guide users to ensure that the designed solution ultimately meets business requirements.
• Identifying and analysing deficiencies, loopholes, etc. in operational processes and propose a way forward to effectively deal with them.
• Investigating and proposing process optimization opportunities in the context of best practice and improved operational efficiency.
• Developing and maintaining productive working relationships with peers and organisational role players to achieve optimal cross process integration.

Competencies

• Customer/ Stakeholder management
• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Reporting and Interpretation
• Collaboration
• Strong communication
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Institutional Process Analysis & Redesign

Click here to apply

Financial Advisor – Botshabelo

Closing Date
2025/12/04
Reference Number
MMH250929-3
Job Title Financial Advisor – Botshabelo
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity None of the time
Location – Country South Africa
Location – Province Free State
Location – Town / City Botshabelo
Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

Visit us:

www.metropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
1 – 2 years’ experience for individuals with undergraduate degree (preferred)
2 – 3 years in a Sales environment
Strong computer literacy skills
Fluency in English
Duties & Responsibilities
Engage with prospect clients to understand their financial needs.
Sell products that align with the clients’ financial requirements.
Accurately record client information and sales details
Achieve targets related to production, quality and conversion.
Comply with legislative regulations and adhere to all compliance requirements.
Competencies
Verbally fluent
Numerical reasoning ability
Be able to plan and manage their time.
Self-reliant
Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
Manage relationships well.
Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Click here to apply

We wish you all the best with your applications