Financial Advisor

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

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 advice 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 a 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