Momentum Group Limited

Accelerate Your Career with Momentum

Join Momentum, a trusted name in financial services since 1966, as a Distribution Support Administrator based in Menlyn, Pretoria. We are looking for an efficient, proactive and detail-oriented professional who can deliver top-tier administrative support to our consultants, Independent Financial Advisors (IFAs), and IFA practice staff.

At Momentum, we are driven by innovation, client-centricity, and excellence in all that we do. Our Distribution Services team plays a vital role in ensuring seamless client experiences, and we are looking for someone who thrives in a high-performance environment and is passionate about client service and operational efficiency.

Key Responsibilities

✅ Sales & Service Experience

Manage end-to-end new business processes across multiple product lines.
Professionally present quotes and documentation to uphold our advice-led approach.
Record and update all client cases, applications, and quote engagements on our system.
Maintain clean and relevant pipelines while actively driving the submission of requirements.
Provide consultants with timely updates, reports, and feedback on quotation and pipeline statuses.
Deliver training to IFA/practice staff on tools such as Power BI and Campaign Master.
Take full ownership of processing application forms and follow up with stakeholders.

✅ Stakeholder Engagement

Engage with Financial Advisors and internal teams in a professional, client-centric manner.
Support consultants on planned marketing calls and contribute to target achievement.
Be the go-to person for online navigation and digital support queries from IFAs.
Provide authoritative guidance to ensure client service expectations are exceeded.

✅ Internal Process & Collaboration

Log activities accurately and consult relevant systems for application progress.
Escalate process or system failures and suggest enhancements to improve efficiency.
Work with peers and national branches to ensure seamless business continuity.
Deliver high-quality service under pressure and within strict turnaround times.

✅ Reporting & Analytics

Use business intelligence reports to track performance, lapses, reinstatements, and more.
Prepare data insights and reporting for consultants to drive sales engagement.

Qualifications & Experience

Education: Diploma or Degree in Office Administration or Business (NQF Level 7)
Experience:
- Minimum 1–2 years in financial services (essential)
- Experience in the insurance industry and within the Momentum Distribution Services (MDS) environment (advantageous)

Competencies You’ll Need to Succeed

Strong planning and organizing skills
Relationship-building and stakeholder management
Excellent written and verbal communication
Resilience in a fast-paced environment
Ethical conduct and attention to detail
Team player with a service-oriented mindset
Strong ability to follow procedures, instructions, and compliance regulations

Why Join Momentum?

Be part of a highly respected financial services brand
Access to internal career growth and learning opportunities
Hybrid work flexibility with a collaborative work culture
Make an impact in helping clients achieve financial well-being

Find similar jobs at:
👉 https://careerjunctionza.co.za/jobs/

CV Tips for a Distribution Support Administrator Role

📌 Highlight relevant experience. Mention previous roles in financial services, admin support, or insurance environments.

📌 Emphasize systems knowledge. List experience with CRM systems, quote platforms, and tools like Power BI or MS Office.

📌 Showcase your attention to detail. Include metrics such as, “Maintained 98% accuracy in new business submissions.”

📌 Demonstrate client service skills. Share examples of how you’ve resolved escalations or supported advisors professionally.

📌 Tailor your CV to the role. Use keywords such as “pipeline management,” “IFA support,” “compliance adherence,” and “sales enablement.”

🔗 Company Website: https://www.momentum.co.za

To apply for this job please visit momentumgroupltd.erecruit.co.