Financial Advisor

Metropolitan; Johannesburg; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Metropolitan Life, a part of Momentum Group Limited, seeks a full-time Financial Advisor in Johannesburg. You will meet clients to assess goals, analyze financial situations, and develop tailored financial and retirement plans, advising on life insurance, savings, investments, and credit products.

Role requires maintaining ongoing client relationships, conducting follow-ups, staying current with regulatory requirements and market trends, and collaborating with internal teams to deliver

Qualifications

• Strong skills in Financial Planning and Financial Advisory, with ability to design client-centric strategies.
• Solid Finance and Investments skills, including understanding of investment vehicles and risk management.
• Expertise in Retirement Planning and income planning for diverse client needs.
• Excellent communication, interpersonal, and client relationship management abilities.
• Strong numerical and analytical abilities with attention to detail and ethics.
• Regulatory accreditation or certifications as required in South Africa are beneficial.
• Prior experience in financial advisory, insurance, or banking environments is an advantage.

Responsibilities

• Meet with clients to assess financial goals and current situations.
• Develop tailored financial and retirement plans aligned with client objectives.
• Advise on life insurance, savings, investments, and credit products.
• Present clear recommendations and review portfolios regularly.
• Maintain ongoing client relationships and conduct follow-ups.
• Stay up to date with regulatory requirements and market trends.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Client Relationship Management

Communication

Ethical Decision Making

Numerical/Analytical Abilities

Job description

Company Description

Metropolitan Life, part of Momentum Group Limited, is a licensed life insurer, authorized financial services provider, and registered credit provider. With over 125 years of experience, Metropolitan focuses on empowering South African communities through accessible, inclusive financial solutions in both stable and challenging times. The organization emphasizes financial literacy and expert advice as key drivers of long-term financial progress. Metropolitan promotes a collaborative culture, working together with clients and colleagues to build sustainable financial futures.

Role Description

This is a full-time, on-site Financial Advisor role based in the Johannesburg Metropolitan Area. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop tailored financial and retirement plans. Day-to-day activities include advising on life insurance, savings, investments, and credit products, presenting recommendations in a clear and responsible manner, and reviewing portfolios regularly to ensure alignment with client objectives. The role involves maintaining ongoing client relationships, conducting follow-ups, staying up to date with regulatory requirements and market trends, and collaborating with internal teams to deliver comprehensive financial solutions.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory, with the ability to design and implement client-centric financial strategies.
• Candidates should possess solid Finance and Investments skills, including understanding of investment vehicles, risk management, and portfolio review.
• Candidates should possess expertise in Retirement Planning, with experience creating long-term savings and income plans for diverse client needs.
• Candidates should possess excellent communication, interpersonal, and client relationship management skills.
• Candidates should possess strong analytical and numerical abilities, with attention to detail and ethical decision-making.
• Relevant financial services certifications or qualifications, and regulatory accreditation as required in South Africa, are highly beneficial.
• Prior experience in financial advisory, insurance, or banking environments is an advantage.