Financial Planner

Momentum; Sandton; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Momentum is seeking a driven adviser to deliver personalized investment solutions and build meaningful client relationships in Sandton. You will craft financial plans, cross-check information for accuracy, and support investment professionals in growing practices.

The ideal candidate has an RE5, a finance-related bachelor’s degree, and at least 2 years in the investment field, with a solid grasp of the industry dynamics.

Qualifications

• Must have Bachelor's degree in Finance or related field.
• RE5 certification required.
• Minimum 2 years' experience in the investment industry.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Investment knowledge

Industry experience

Education

Bachelor's degree in Finance or related field

RE5

Job description

At Momentum, we empower ambitious advisers to grow thriving practices, create meaningful client relationships, and achieve exceptional financial success while making a genuine difference in clients' lives.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Drivers License and Vehicle
• RE5
• Bachelor's degree in Finance or related field
• 2+ years' of industry experience
• Strong understanding of the investment business