Financial Planner: Build Client Wealth & Plans

Momentum

Sandton

On-site

ZAR 420,000 - 540,000

Full time

7 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

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

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.

Get your free, confidential resume review.

or drag and drop your file here.