Financial Adviser: Build Lasting Client Wealth & Practice

Momentum Financial Planning; Centurion; On-site; ZAR 420,000 - 720,000; Full time

Job summary

Momentum Financial Planning seeks a proactive Financial Adviser to partner with clients, design personalized strategies, and guide them toward their financial dreams. You will deliver holistic planning, build trust, and expand your advisory practice through Momentum's support and resources.

Requirements include South African citizenship, Grade 12 with FSCA qualification, RE5 (advantageous with experience), a clean ITC report, a valid driving license, and at least two years in financial and sales

Qualifications

• South African citizenship is required.
• Grade 12 and an FSCA approved qualification are required.
• RE 5 is advantageous with experience.
• Clear ITC report and no criminal record required.
• Valid driving license and own reliable vehicle required.
• Minimum two years' experience in financial and sales services.

Skills

Networking

Communication skills

Sales experience

Client relationships

Education

Grade 12

FSCA approved qualification

RE 5

Job description

Momentum Financial Planning seeks a proactive Financial Adviser to partner with clients, design personalized strategies, and guide them toward their financial dreams. You will deliver holistic planning, build trust, and expand your advisory practice through Momentum's support and resources.

Requirements include South African citizenship, Grade 12 with FSCA qualification, RE5 (advantageous with experience), a clean ITC report, a valid driving license, and at least two years in financial and sales