Financial Adviser

Momentum Group Limited; George; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Join a leading financial services company as a Financial Adviser in George, where you will empower clients toward achieving their financial dreams. As part of a supportive and innovative team, you'll help clients create personalized strategies, benefiting from competitive remuneration, professional development opportunities, and comprehensive support.

Benefits

Competitive Remuneration

Annual Recognition

Professional Protection

Growth and Development

Technology & Support

Collaborative Business Model

Marketing and Operational Support

Comprehensive Solutions

Succession Planning

Qualifications

• Five years’ experience in financial advising or related.
• Strong communication and networking skills.
• Valid driving license and own reliable vehicle.

Responsibilities

• Build meaningful partnerships with clients to help them achieve financial goals.
• Create personalized strategies that align with clients' needs.
• Provide outcome-based financial advice to secure clients' financial futures.

Skills

Networking

Communication

Education

FSCA approved qualification

Grade 12

Job description

1 month ago Be among the first 25 applicants

Direct message the job poster from Momentum Group Limited

Talent Acquisition Specialist @ Momentum Group Limited | Recruiting Experienced Financial Advisers, Career Changers.

Join Momentum as a Financial Adviser – Empower Your Clients and Your Future

At Momentum, being a financial adviser is about more than just offering advice—it’s about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you’ll help clients create personalized strategies that align with their needs and aspirations, ensuring their financial goals are met.

Why Partner with Momentum?

Momentum provides an innovative, outcome-based advice approach to help advisers build and protect clients' financial futures. We offer a rewarding, supportive environment that helps you thrive as you build lasting client relationships and grow your practice.

Requirements for joining Momentum:

• South African citizenship
• Relevant educational qualifications - Grade 12 and a FSCA approved qualification
• Clear ITC report and no criminal record
• Valid driving license and own reliable vehicle
• Minimum five years’ experience
• Strong networking and communication skills

What You’ll Get as a Momentum Financial Adviser:

• Competitive Remuneration: A structured commission model with performance-driven incentives, commissions, and bonuses.
• Annual Recognition: Elite opportunities to attend our prestigious recognition convention for top achievers.
• Professional Protection: Professional indemnity cover and expert legal support.
• Growth and Development: Access to Momentum’s Institute of Financial Planning (IFP) and enhanced advisory capabilities through Astute subscriptions.
• Technology & Support: Cutting-edge financial planning software, IT support, laptop, and data bundle for the first 12 months.
• Collaborative Business Model: Maximise your income by collaborating with specialists and leveraging a wide range of product solutions across various providers.
• Marketing and Operational Support: Focus on growing your client base with dedicated marketing assistance and operational support.
• Comprehensive Solutions: Access to diverse product offerings and a solid compliance process to ensure trust and excellence in client engagement.
• Succession Planning: Secure your legacy with our tailored succession planning solutions.

Unlock Your Future with Momentum

Joining Momentum means becoming part of a forward-thinking team that empowers you to grow professionally and personally. With our unwavering support, you’ll forge meaningful relationships, help clients realize their financial dreams, and build a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you.

Interested Individuals can email updated CV's to [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Finance, and Legal

• Industries

  Marketing Services, Financial Services, and Legal Services

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