Financial Advisor - Cape Interior

Momentum Metropolitan Holdings Limited; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is looking for a Financial Advisor in Cape Town to attract and retain clients by selling products tailored to their financial needs. The role requires strong computer skills and fluency in English. Candidates should have a Matric qualification and 1-2 years of relevant experience, alongside fulfilling FAIS requirements. Competitive and resilient individuals will thrive in this role.

Qualifications

• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• Relevant regulatory examinations if you are already working in the financial services industry.
• FAIS requirements based on DOFA date.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Skills

Computer literacy skills

Fluency in English

Education

Matric / N4 Equivalent Qualification

Job description

Job Title

Financial Advisor - Cape Interior

Job Location

Western Cape, Cape Town

Deadline

December 04, 2025

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Role Purpose

• Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

• Matric / N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Closing Date

2025 / 12 / 04

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