Financial Services Distribution Support Specialist

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

Job summary

Momentum Distribution Services seeks an experienced Distribution Support Administrator to provide quick, accurate admin support to IFAs, practice staff, and consultants. The role covers processing applications, maintaining records, and delivering training on digital tools like Power BI.

Requirements include Matric, relevant NQF qualifications, and extensive experience in financial services administration. Insurance experience is a plus; travel and national support may be required.

Qualifications

• Matric or Grade 12 (essential).
• NQF 6 or NQF 7 in Office Administration, Business Management, Finance (advantageous).
• 5–8 years experience in the financial services industry (essential).
• 3–5 years in administration of new business processing or providing administration support to a Financial Adviser (essential).
• 1–2 years’ experience within the Momentum Distribution Services Sales environment will be an advantage.
• Insurance industry experience (preferred).

Responsibilities

• Demonstrating an understanding of end-to-end processes for various product lines.
• Identify and address processes that do not support business efficiency and ease of operation.
• Have a good understanding of Compliance process adherence and impact of non-adherence.
• Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
• Ensure the new business process is handled end-to-end with minimal need for revisions.
• Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon receipt.
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
• Log appropriate activities, timeously (quotes and Financial Adviser engagements).
• Consult systems to view progress - those documents pull through correctly.
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
• Co-accountability for Momentum Distribution Service target achievement with consultant.
• Administratively support Consultant on all planned marketing calls - to follow through in support.
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
• Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
• Ensure that all training interventions are recorded on appropriate reports.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
• Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
• Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.

Education

Matric/Grade 12

NQF 6 or NQF 7 in Office Administration, Business Management, Finance

Tools

Power BI

Campaign Master

Job description

Momentum Distribution Services seeks an experienced Distribution Support Administrator to provide quick, accurate admin support to IFAs, practice staff, and consultants. The role covers processing applications, maintaining records, and delivering training on digital tools like Power BI.

Requirements include Matric, relevant NQF qualifications, and extensive experience in financial services administration. Insurance experience is a plus; travel and national support may be required.