Financial Adviser: Build Partnerships, Grow Your Practice

Momentum Financial Planning; Cape Town; On-site; ZAR 350,000 - 750,000; Full time

Benefits offered by this job

Competitive Remuneration

Annual Recognition program

Professional indemnity cover

IFP access and Astute subscriptions

Laptop + data bundle

Collaborative business model

Marketing and operational support

Comprehensive product solutions

Succession planning

Job summary

Momentum Financial Planning is seeking a Financial Adviser to guide clients toward achieving their financial dreams, building meaningful partnerships, and tailoring strategies to individual needs. You will leverage Momentum's platform to grow a sustainable practice while benefiting from a structured commission model and dedicated support.

Role emphasizes relationship-building with clients, collaboration with specialists, and growth through Momentum's Institute of Financial Planning and product

Qualifications

• South African citizenship
• Grade 12 and FSCA-approved qualification
• RE 5 (Advantageous with experience)
• Clear ITC report and no criminal record
• Valid driving licence and own reliable vehicle
• Minimum two years' experience in a financial and sales services industry
• Strong networking and communication skills

Responsibilities

• Help clients create personalized financial strategies aligned with their goals.
• Build and protect clients' financial futures through partnerships.
• Grow your practice with Momentum's marketing and operational support.
• Collaborate with specialists and leverage a wide range of product solutions across providers.

Skills

Networking

Communication

Sales

Client relationships

Education

Grade 12

FSCA-approved qualification

Tools

Astute subscriptions

Financial planning software

Job description

Momentum Financial Planning is seeking a Financial Adviser to guide clients toward achieving their financial dreams, building meaningful partnerships, and tailoring strategies to individual needs. You will leverage Momentum's platform to grow a sustainable practice while benefiting from a structured commission model and dedicated support.

Role emphasizes relationship-building with clients, collaboration with specialists, and growth through Momentum's Institute of Financial Planning and product