Financial Advisor

Momentum; Durban; On-site; ZAR 450,000 - 650,000; Full time

Job summary

Momentum is seeking a qualified financial planning professional to deliver personalized investment solutions and help clients work toward long-term financial goals.

The role involves creating comprehensive financial plans, cross checking work for accuracy, and supporting investment professionals in building client relationships in Durban.

Qualifications

• Bachelor's degree in Finance or related field.
• 2+ years' of industry experience.
• Strong understanding of the investment business.
• RE5 license.
• Driver's license and vehicle.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Education

Bachelor's degree in Finance or related field

Tools

RE5

Driver's License and Vehicle

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Drivers License and Vehicle
• RE5
• Bachelor's degree in Finance or related field
• 2+ years' of industry experience
• Strong understanding of the investment business