Consultant Job Momentum Group 2025: Full Application Guide

When it comes to advancing your career in South Africa’s financial services sector, Momentum Group is widely regarded as one of the best destinations for growth, stability, and opportunity.

With its rich history, strong brand portfolio, and commitment to innovation, the group continues to attract ambitious professionals looking for meaningful roles in a dynamic industry.

One of the most in-demand opportunities this year is the Consultant job Momentum Group Cape Town.

This role is specifically focused on Section 14 and Termination administration within the Momentum Corporate cluster, making it ideal for professionals with retirement fund administration experience who want to step into a challenging but rewarding position.

If you’re considering applying, this comprehensive guide will walk you through everything you need to know about the Consultant job Momentum Group Cape Town—from responsibilities and requirements to skills, application tips, and career pathways.

About Momentum Group

Before diving into the role itself, it’s worth understanding why Momentum Group is such an attractive employer.

Momentum is part of the larger Momentum Metropolitan Holdings, which serves millions of South Africans through brands like Metropolitan, Multiply, Guardrisk, and Eris Property Group.

The company provides solutions ranging from savings and investments to employee benefits, healthcare, and property services.
By joining Momentum, you are aligning with a brand that:

• Supports Growth: Helps people grow their wealth and plan for the future.

• Protects What Matters: Offers products that safeguard families, assets, and businesses.

• Invests in Innovation: Continuously develops digital solutions to make financial services accessible.

• Drives Impact: Empowers individuals and communities through holistic financial planning.

For professionals, this means you’ll be working in a company that values purpose, people, and progress.

Role Overview: Section 14 & Termination Administrator

The Consultant job Momentum Group Cape Town is a permanent position within the Legal and Compliance role family.

As part of the Momentum Corporate cluster, the role focuses on retirement fund administration, particularly around transfers, terminations, and compliance with Section 14 of the Pension Funds Act.

This position offers some remote working flexibility, meaning you can enjoy a balance between in-office collaboration and working from home.

The role purpose is clear:

• To provide effective and efficient service to clients by handling queries, managing transfers, and paying benefit claims on terminated or closed books of business.

Key Responsibilities

If you’re applying for the Consultant job Momentum Group Cape Town, here’s what your daily work will involve:

Section 14 Data and Payments

• Capturing and checking Section 14 data uploads in the Benchmark & Stadium systems.

• Ensuring payments are accurate and processed within service-level agreements (SLAs).

Transfers In and Out

• Gathering and validating information for fund transfers.

• Coordinating allocation to member records.

• Submitting ROT01 forms to SARS within SLA.

• Completing transfer schedules for transferee funds.

Client Queries

• Handling telephonic and electronic queries related to transfers.

• Responding promptly and professionally to ensure client satisfaction and retention.

Audit Queries

• Addressing audit-related queries on transfers in and out.

• Ensuring compliance and accurate reporting.

Risk Mitigation

• Identifying risks to the company.

• Escalating issues where necessary to protect both the business and clients.

Collaboration

• Working closely with IT and Admin teams to ensure data accuracy.

• Coordinating teamwork to expedite processes and meet SLAs.

By managing these responsibilities, the Consultant ensures that clients experience seamless service and that Momentum maintains its reputation as a trusted financial services provider.

Experience & Qualifications

Momentum has outlined clear requirements for the Consultant job Momentum Group Cape Town:

Minimum Requirements

Education:

• Matric (NQF Level 4).

Experience:

• 1–3 years of relevant work experience.

• Experience in retirement fund administration.

Technical Skills:

• Intermediate proficiency in MS Excel.

• Knowledge of relevant industry legislation and product rules.

Advantageous Knowledge

• Familiarity with the Pension Funds Act, particularly Section 14 requirements.

• In-depth understanding of fund transfers and claim processes.

• Previous experience with the Benchmark & Stadium systems.

These requirements highlight that Momentum is looking for candidates with both technical and regulatory knowledge who can thrive in a compliance-focused environment.

Competencies Required

To succeed in the Consultant job Momentum Group Cape Town, candidates should possess the following competencies:

• Accountability: Taking ownership of tasks and delivering them on time.

• Attention to Detail: Ensuring accuracy in data capturing, transfers, and compliance documentation.

• Communication Skills: Handling client queries with professionalism and clarity.

• Planning and Organising: Managing multiple priorities to meet SLAs.

• Interpersonal Skills: Collaborating with colleagues across departments for efficient operations.

These competencies reflect the role’s dual nature—balancing technical accuracy with client-facing service.

Why This Role Matters

The Consultant job Momentum Group Cape Town is not just an administrative position—it’s a critical support function for the retirement fund business.

Here’s why the role is essential:

• Client Satisfaction: Timely and accurate transfers ensure clients remain confident in Momentum’s services.

• Regulatory Compliance: By handling Section 14 processes properly, the Consultant helps Momentum stay compliant with legislation.

• Risk Management: Accurate data and timely escalations prevent financial and reputational risks.

• Operational Efficiency: The Consultant ensures that workflows between IT, Admin, and client services are smooth.

In short, this role is a bridge between clients, systems, and compliance, making it vital to Momentum’s long-term success.

Benefits of Working at Momentum

Momentum is not only known for serving its clients but also for investing in its employees. Some of the key benefits include:

• Career Development: Opportunities to grow within the Momentum Metropolitan Holdings ecosystem.

• Learning & Training: Access to continuous skills development programs.

• Flexible Work Arrangements: Some remote working opportunities for work-life balance.

• Strong Brand Association: Being part of a company trusted by millions across South Africa.

• Diverse Culture: An inclusive workplace where collaboration is valued.

This makes the Consultant job Momentum Group Cape Town a strong career move for professionals seeking growth and stability.

Application Process

Here’s how to apply for the Consultant job Momentum Group Cape Town:

• Visit the official Momentum Group careers page.

• Search for the job listing with Reference Number MMH250902-1.

• Verify the job posting (Momentum cautions applicants to check legitimacy).

• Complete the online application form.

• Attach an updated CV and supporting documents.

📅 Closing Date: 9 September 2025

Be sure to submit before the deadline to avoid missing out on this opportunity.

Tips to Strengthen Your Application

To stand out in the application pool:

• Showcase Retirement Fund Experience: Highlight specific projects or tasks where you handled transfers, terminations, or Section 14 processes.

• Highlight Technical Skills: Mention your proficiency in MS Excel and any experience with Benchmark & Stadium systems.

• Demonstrate Compliance Knowledge: Emphasize your understanding of relevant legislation (Pension Funds Act, FICA, etc.).

• Quantify Achievements: Where possible, include metrics like turnaround times improved, queries resolved, or accuracy rates maintained.

• Professionalism: Tailor your CV and cover letter to Momentum’s values of innovation, accountability, and client focus.

Career Pathways After This Role

Consultant job Momentum Group Cape Town

The Consultant job Momentum Group Cape Town can serve as a stepping stone to more advanced roles within Momentum Metropolitan Holdings. Career pathways may include:

• Senior Administrator

• Compliance Officer

• Retirement Fund Specialist

• Legal & Compliance Manager

• Operations Manager

Momentum encourages career growth, making this role a valuable entry point for long-term progression.

Final Thoughts

Consultant job Momentum Group Cape Town

The Consultant job Momentum Group Cape Town offers an excellent opportunity for professionals with retirement fund administration experience to build a stable and rewarding career within one of South Africa’s leading financial services providers.

This role blends administrative precision, client service, and compliance expertise, making it ideal for detail-oriented individuals who thrive in structured yet dynamic environments.

With benefits like career growth opportunities, a supportive workplace culture, and a strong employer brand, Momentum Group remains a top choice for ambitious professionals.

If you meet the requirements and want to grow in the financial services industry, the Consultant job Momentum Group Cape Town could be the perfect next step in your career journey.

How to Apply 

✅️Click here to apply for Consultant role at Momentum Group 

• Also apply for Consultant role at Old Mutual 

• Also apply for Insurance Claims Consultant job at Hollard 

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