Job Description

Closing Date 2025/09/02
Reference Number MMH250826-2
Job Title Corporate Learning & Compliance Specialist
Position Type Permanent
Role Family Human Capital
Cluster Momentum Life
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City pretoria
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
To ensure seamless coordination, administration, and compliance of MFP's professional development and regulatory training initiatives for Financial Advisers. The role supports the effective implementation of Product Specific Assessments (PST) and Continuous Professional Development (CPD) programs, Financial Planning Institute (FPI) membership management, and TalentLMS platform operations to maintain a fit and proper adviser force in line with FAIS and internal standards.
Requirements

• National Diploma or Degree.
• ETDP Qualification or relevant Training/LMS Qualification/Accreditation or relevant Qualification.
• Relevant FAIS accreditation or knowledge (Advantageous).
• 2+ years in a corporate learning, training, or regulatory compliance environment.
• 4+ years Experience with LMS platforms (e.g., TalentLMS).
• Familiarity with CPD, PST, and FAIS Fit & Proper requirements.

Duties & Responsibilities
1. TalentLMS Support

• Provide platform support to all learners.
• Train new admins/instructors on TalentLMS or subsidiary platforms e.g., Liscoe (Claims, Retentions Team Myriad PST Assessment), ConsultM (Momentum Group Compliance Training).

2. MFP Induction

• Build and maintain the induction learning path as per guidance from the MIFP Head.
• Enroll new recruits as per the learning programme calendar.
• Deliver LMS demonstrations to new advisers and provide TalentLMS support.
• Collaborate with Induction Programme leaders to ensure timely enrollments and be available for Teams calls where Advisers are needing support on the system

3. FPI Corporate Account Management

• Maintain the FPI membership list for MFP and Momentum Head Office staff.
• Attend monthly FPI business development meetings.
• Initiate the annual FPI membership renewal communication campaign in collaboration with MFP Marketing and Provincial PAs.
• Maintain good communication and relationship with the FPI partners.

4. PST Administration

• Manage the MIFP Accreditations mailbox and attend weekly Fit & Proper Forum meetings.
• Load new PSTs and Product Updates as per process.
• Enroll and communicate with MFP Advisers as per enrollment lists.
• Process all PST grids and enrollments for new and existing advisers.

5. CPD Administration

• Manage the MIFP CPD Queries mailbox.
• Generate invoices for CPD credit submissions.
• Generate and process event invoices and registrations via the FPI portal.
• Submit new CPD applications on the FPI portal.
• Communicate approved CPD programmes to requesters.
• Enroll attendees in CPD assessments via TalentLMS and/or issue certificates accordingly.
• Coordinate with the Investments Events team where required on CPD events.
• Coordinate with MFP Marketing and FPI on Ethics CPD events (3.5 - 5 CPD hours) annually.

6. MDS Fit & Proper Mailbox Oversight

• Manage the MFP Fit & Proper mailbox.
• Register new brokers (MDS/ConsultM) and link them to the correct Momentum product assessments.
• Coordinate with FAIS-Exchange for progress reports and PST updates.
• Liaise with MDS Compliance to verify product competency.
• Distribute PSTs/Product Updates to Fais-Exchange and Nedbank Plumbline and test for readiness before publishing.
• Maintain good communication and relationship with the FPI partners.

Competencies

• Strong organisational and administrative skills.
• Excellent written and verbal communication.
• Proficient in MS Office, especially Excel and LMS platforms.
• High attention to detail and ability to manage multiple workflows.
• Strong interpersonal skills and ability to liaise across teams.
• Self-motivated, disciplined, and able to work independently.

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.