Strategic Financial Advisor: Grow Clients & Wealth

Momentum Financial Planning; Mpumalanga; On-site; ZAR 300,000 - 550,000; Full time

Benefits offered by this job

Competitive remuneration

Annual recognition

Professional indemnity cover

IFP access

Astute subscriptions

Advanced planning software

IT support and laptop

Marketing and operational support

Succession planning

Job summary

Momentum Financial Planning is seeking a Financial Adviser to empower clients and grow their practice. You will help clients create personalized strategies that align with their needs, guiding them toward achieving their financial dreams while building meaningful partnerships.

As part of Momentum, you’ll access cutting-edge planning software, indemnity cover, and a supportive environment with marketing and operational assistance.

Qualifications

• South African citizenship.
• Relevant educational qualifications - Grade 12 and a FSCA approved qualification.
• RE 5 (Advantageous with experience).
• Clear ITC report and no criminal record.

Responsibilities

• Provide financial planning guidance and advice to clients.
• Develop personalized strategies to help clients meet financial goals.
• Grow and manage a client base with collaborative support from Momentum.

Skills

Networking

Communication

Sales experience

Client relationships

Education

Grade 12

FSCA approved qualification

Job description

Momentum Financial Planning is seeking a Financial Adviser to empower clients and grow their practice. You will help clients create personalized strategies that align with their needs, guiding them toward achieving their financial dreams while building meaningful partnerships.

As part of Momentum, you’ll access cutting-edge planning software, indemnity cover, and a supportive environment with marketing and operational assistance.