Distribution Support Specialist – Financial Services

Momentum; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Momentum, a longstanding financial services provider, seeks a Distribution Support Administrator to deliver accurate administrative support to IFAs, practice staff and consultants. The role emphasizes end-to-end processing, compliance awareness and proactive engagement with advisers to ensure smooth new business processing and service delivery.

With a focus on efficiency and accurate document handling, you will contribute to pipeline management, reporting and cross-branch support while upholding

Qualifications

• Matric or Grade 12 required
• NQF 6 or 7 in Office Administration or Finance is advantageous
• 5–8 years in financial services essential
• 3–5 years in administration of new business processing or support to Financial Adviser essential
• 1–2 years in Momentum Distribution Services Sales environment advantageous
• Insurance industry experience preferred

Responsibilities

• Understand end-to-end processes for product lines and drive efficiency
• Process application forms promptly and engage with Financial Advisors
• Maintain accurate records and update activity systems
• Prepare reports and support consultants with pipeline information
• Escalate faults and drive improvements to enhance client experience
• Support national branches as needed to ensure business continuity
• Maintain professional relationships with stakeholders and provide advisory support

Skills

Customer service

End-to-end process

Education

NQF 6/7 in Office Admin/Finance

Job description

Momentum, a longstanding financial services provider, seeks a Distribution Support Administrator to deliver accurate administrative support to IFAs, practice staff and consultants. The role emphasizes end-to-end processing, compliance awareness and proactive engagement with advisers to ensure smooth new business processing and service delivery.

With a focus on efficiency and accurate document handling, you will contribute to pipeline management, reporting and cross-branch support while upholding