Quotes Contractor (Temp Contract)

Introduction Through our client-facing brands and our other specialist brands, Momentum 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 Group provides practical financial solutions for people, communities and businesses

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page
Role Purpose Application of pricing models based on data analysis and profitability calculations, which are used to design and implement bespoke business proposals for large new deals that are competitive in the market

Requirements

• Undergraduate student in any of the following: Actuarial Science, Investment Management, Statistics, Mathematics (limited to final year/ honors students)
• Intermediate skills with Microsoft Office, specifically with Microsoft
• Average of 70%

Duties & Responsibilities

• Support the adviser market and internal distribution teams with special quotations
• Provide the Deal Forum with technical fee analysis and profitability calculations on special deals
• Prepare business proposals for large new deals
• Assist with data analysis, interpretation and management reporting
• Other ad-hoc projects as agreed on with line manager
• Show care upon every client touchpoint to deliver an exceptional experience
• Promote and adhere to the Momentum Group values: Accountability, Diversity, Excellence, Innovation, Integrity and Teamwork.
• Live by the Momentum Investments GRITx behaviours: We are PASSIONATE, We are BRAVE, We are UNITED, We are WINNERS

Competencies

• Business Acumen
• Client / Stakeholder Commitment
• Collaboration
• Drive for Results
• Diversity and Inclusiveness
• Self-Awareness and Insight
• Impact and Influence
• Strong written and verbal communication skills
• Strong problem-solving skills
• Self-starter, high energy
• Intermediate to advanced excel skills
• Technical/analytical