Financial Advisor: Training & Client Partnership

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

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.