Financial Advisor: Build Client Futures & Thrive

Momentum Financial Planning; Wes-Kaap; On-site; ZAR 420,000 - 580,000; Full time

Benefits offered by this job

Competitive remuneration

Annual recognition

Indemnity cover

IFP access

Astute subscriptions

IT tools provided

Marketing support

Succession planning

Job summary

Momentum is seeking a Financial Adviser in South Africa to empower clients with personalized financial strategies and lasting partnerships. You will help clients plan and meet retirement, investment, protection, and estate goals while growing your advisory practice.

Join a supportive, compliance-driven environment with access to advanced planning software, marketing and operational support, and a structured remuneration model that includes commissions and performance bonuses.

Qualifications

• South African citizenship and FSCA-approved qualifications.
• Grade 12 completion.
• RE 5 (advantageous with experience).
• Clear ITC report and no criminal record.
• Valid driver’s license and own reliable vehicle.
• Minimum two years’ experience in financial and sales services.
• Strong networking and communication skills.

Responsibilities

• Build and maintain client relationships through personalized financial planning.
• Advise on investments, insurance, retirement, and estate planning.
• Grow the advisory practice within Momentum’s compliance framework.
• Collaborate with specialists and leverage product solutions across providers.

Skills

Strong networking and communication

Education

Grade 12 and FSCA approved qualification

Job description

Momentum is seeking a Financial Adviser in South Africa to empower clients with personalized financial strategies and lasting partnerships. You will help clients plan and meet retirement, investment, protection, and estate goals while growing your advisory practice.

Join a supportive, compliance-driven environment with access to advanced planning software, marketing and operational support, and a structured remuneration model that includes commissions and performance bonuses.