Career Changers - Momentum Financial Planning

#transformativecareer

To you, work isn't merely a job; it's a noble calling to effect real change. Providing expertise in financial planning and advice isn't just a profession; it's a gateway to shaping brighter financial futures. You’re a catalyst for positive transformation in the lives of others. Let your qualifications and experience help you to level up. Shape a prosperous, fulfilling future - not just for you but for others too.

Learn more about a career in financial planning by speaking to us. We will show you how to transform your career for greater purpose and fulfillment.

About Momentum Financial Planning

Momentum Financial Planning (MFP) is responsible for financial planning within South Africa, while being well-vested in the legislative and regulatory context. Our purpose is to build and protect our client’s financial dreams. We honour our purpose by showing up to make a positive difference in people’s journeys because we care. By establishing long-term professional relationships built on trust and credibility, a Momentum financial adviser provides clients across different market segments (middle-income, affluent, professional market and business) with expert advice through sound financial planning. With a comprehensive range of appropriate and competitive solutions, which include traditional life insurance, risk and savings products, investments, retirement, health and fiduciary services, and short-term insurance, clients can plan for their unique lifestyles.

In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

Requirements:

• Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation.
• Open to work in a flexible environment where you can determine your own income as a professional and qualified entrepreneur with strong business acumen.
• Has solid business and professional experience, together with expansive social and close contact networks.
• Discretion and confidentiality, sound judgment and high levels of trust.
• If required, willingness and motivation to study further in order to meet requirements.
• Influential, self-driven, resilient and results-oriented.
• Minimum 5 years’ career experience.
• Further minimum requirements:
• Grade 12 (Matric) certificate
• FAIS compliant qualification
• RE5 an advantage
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

“Today is not just another day. It’s a new opportunity, another chance, a new beginning. Embrace it.”

#transformativecareer