Financial Advisor

Momentum Financial Planning; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Pretoria, Gauteng seeks a Financial Adviser to empower clients and help them achieve their financial dreams. This role offers a competitive commission model, annual recognition opportunities, and full support to enhance your practice. Candidates must possess South African citizenship, relevant qualifications, and at least two years of industry experience.

Benefits

Competitive remuneration

Annual recognition opportunities

Professional indemnity cover

Access to financial planning institute

Qualifications

• South African citizenship required.
• Minimum two years' experience in a financial and sales services industry.
• RE 5 certification is advantageous.

Responsibilities

• Help clients create personalized strategies for financial goals.
• Build meaningful partnerships with clients.

Skills

Strong networking skills

Communication skills

Education

Grade 12 and an FSCA approved qualification

Job description

Direct message the job poster from Momentum Financial Planning

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 adviceTM 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.

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.

Requirements for joining Momentum

South African citizenship

Relevant educational qualifications – Grade 12 and an FSCA approved qualification

RE 5 (Advantageous with experience)

Clear ITC report and no criminal record

Valid driving license and own reliable vehicle

Minimum two years' experience in a financial and sales services industry

Strong networking and communication skills

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance, Sales, and Customer Service

Insurance and Financial Services

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Pretoria, Gauteng, South Africa

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