Personal Financial Advisor

Momentum Group Limited; Wes-Kaap; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Momentum Group Limited is seeking both new and established financial advisers to join their team in Wes-Kaap. This role focuses on building client relationships and helping individuals achieve their financial visions through tailored advice and strategic planning. Comprehensive training and mentoring support are available for candidates without prior industry experience.

Benefits

Comprehensive training programme

Ongoing mentoring

Lucrative value proposition for established advisors

Qualifications

• South African ID required.
• Valid driver's license and own reliable vehicle.
• Established client network advantageous.

Responsibilities

• Guide clients towards financial goals and manage their finances.
• Form meaningful partnerships with clients.

Skills

Client relationship management

Strategy creation

Education

Grade 12 + tertiary qualification

Job description

We are looking for New and Established financial advisors to join Momentum in JHB

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.

At Momentum, Its not just about selling a policy but helping people build legacies and generational wealth.

Requirements

• South African ID
• Grade 12 +A tertiary qualification
• Valid drivers license and own reliable vehicle
• An established client network

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.