Financial Advisor - Sandton and KZN

Momentum Financial Planning; Sandton; On-site; ZAR 279,000 - 469,000; Full time

Job summary

Momentum Financial Planning in Sandton and KwaZulu-Natal seeks new and experienced financial advisors to join our business. We focus on forming meaningful partnerships with clients to guide them toward achieving their financial goals and aspirations.

You will meet clients to define objectives, network to grow your book, and prepare holistic financial plans. We provide a comprehensive training programme and ongoing mentoring to support your success and career growth.

Qualifications

• South African ID is required.
• Grade 12 is required.
• Valid driver’s license and own reliable vehicle.

Responsibilities

• Meet individually with clients to determine financial objectives.
• Network and canvass for potential clients.
• Prepare financial plans and provide holistic financial advice to clients.

Skills

Client meetings

Networking

Financial planning

Holistic advising

Education

Grade 12

Job description

We are looking for new and established financial advisors to join our business in Sandton and KZN.

At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.

Responsibilities

• Meeting individually with clients to determine their financial objectives on their financial journey
• Network and canvas for potential clients
• Prepare financial plans and provide holistic financial advise to clients

Requirements

• South African ID
• Grade 12
• Valid drivers license and own reliable vehicle

Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.

If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.