Senior Financial Advisor

Momentum Group Limited; Pretoria; On-site; ZAR 30 000 - 70 000; Full time

Job summary

Join a forward-thinking team as a Financial Adviser, where you will empower clients to achieve their financial dreams. This role offers a supportive environment with access to cutting-edge technology and professional development opportunities. You’ll build lasting relationships, leverage a collaborative business model, and enjoy competitive remuneration through a structured commission model. If you possess strong networking and communication skills, along with a passion for helping others, this is your chance to thrive in a rewarding career while making a positive impact on clients' financial futures.

Benefits

Competitive Remuneration

Annual Recognition

Professional Protection

Growth and Development

Technology & Support

Collaborative Business Model

Marketing and Operational Support

Comprehensive Solutions

Succession Planning

Qualifications

• Minimum five years’ experience in financial and sales services.
• Clear ITC report and no criminal record.

Responsibilities

• Build meaningful partnerships with clients to guide their financial goals.
• Create personalized strategies that align with clients' needs.

Skills

Networking Skills

Communication Skills

Sales Experience

Financial Planning

Education

Grade 12

FSCA Approved Qualification

Tools

Financial Planning Software

Job description

Join Momentum as a Financial Adviser – Empower Your Clients and Your Future

At Momentum, being a financial adviser is about more than just offering advice—it’s about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you’ll help clients create personalized strategies that align with their needs and aspirations, ensuring their financial goals are met.

Why Partner with Momentum?

Momentum provides an innovative, outcome-based advice approach to help advisers build and protect clients' financial futures. We offer a rewarding, supportive environment that helps you thrive as you build lasting client relationships and grow your practice.

What You’ll Get as a Momentum Financial Adviser:

• Competitive Remuneration: A structured commission model with performance-driven incentives, commissions, and bonuses.
• Annual Recognition: Elite opportunities to attend our prestigious recognition convention for top achievers.
• Professional Protection: Professional indemnity cover and expert legal support.
• Growth and Development: Access to Momentum’s Institute of Financial Planning (IFP) and enhanced advisory capabilities through Astute subscriptions.
• Technology & Support: Cutting-edge financial planning software, IT support, laptop, and data bundle for the first 12 months.
• Collaborative Business Model: Maximise your income by collaborating with specialists and leveraging a wide range of product solutions across various providers.
• Marketing and Operational Support: Focus on growing your client base with dedicated marketing assistance and operational support.
• Comprehensive Solutions: Access to diverse product offerings and a solid compliance process to ensure trust and excellence in client engagement.
• Succession Planning: Secure your legacy with our tailored succession planning solutions.

Unlock Your Future with Momentum

Joining Momentum means becoming part of a forward-thinking team that empowers you to grow professionally and personally. With our unwavering support, you’ll forge meaningful relationships, help clients realize their financial dreams, and build a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you.

Requirements for joining Momentum:

• South African citizenship
• Relevant educational qualifications - Grade 12 and a FSCA approved qualification
• Clear ITC report and no criminal record
• Valid driving license and own reliable vehicle
• Minimum five years’ experience in a financial and sales services industry
• An established client network
• Strong networking and communication skills