Senior Financial Advisor

Momentum Financial Planning; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking a Senior Financial Advisor. The role involves assisting clients in managing their finances and achieving their goals. Candidates should have relevant financial qualifications and experience. This opportunity offers a lucrative value proposition for established advisors.

Qualifications

• South African ID required.
• Valid driver's license and own reliable vehicle.
• Years of experience as a financial advisor.

Responsibilities

• Help clients create strategies for managing their finances.
• Guide clients towards achieving their financial goals.
• Maintain and build client relationships.

Skills

Client relationship management

Financial planning

Communication

Education

Grade 12

RE5 certification

FSCA approved qualification

Job description

Talent Acquisition Specialist at Momentum Group We are looking for a Senior Financial Advisor to join our business in Johannesburg and KZN.

At Momentum, the role of the financial adviser goes beyond offering advice.

It's 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.

We understand that as an experienced advisor there may be a concern about leaving your book of clients behind.

However, Momentum has a world-class value proposition that will cater for any clients lost and assist with financial stability.

All of this and more will be discussed in the interview.

Requirements South African ID Grade 12, RE5 and FSCA approved qualification Valid driver's license and own reliable vehicle years experience as a financial advisor If you are an established advisor looking for a change, let's discuss our exciting and lucrative value proposition.

Seniority level : Mid-Senior level Employment type : Full-time Job function : Sales, Marketing, and Business Development Industries : Financial Services and Insurance Referrals increase your chances of interviewing at Momentum Financial Planning by 2x.