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Jobs at Momentum in South Africa

Client-Focused Financial Advisor & Planner

Momentum

East London
On-site
ZAR 200,000 - 300,000
8 days ago
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Financial Advisor MMH251118-3

Momentum

East London
On-site
ZAR 200,000 - 300,000
8 days ago

Regional Investment Growth Manager

Momentum

Durban
On-site
ZAR 600,000 - 800,000
8 days ago

Short-Term Insurance Adviser - George

Momentum

George
On-site
ZAR 50,000 - 200,000
10 days ago

Strategic Short-Term Insurance Adviser

Momentum

George
On-site
ZAR 50,000 - 200,000
10 days ago
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Dynamic Short-Term Insurance Adviser

Momentum Metropolitan Holdings Limited

George
On-site
ZAR 50,000 - 200,000
13 days ago

Short-Term Insurance Adviser - George

Momentum Metropolitan Holdings Limited

George
On-site
ZAR 50,000 - 200,000
13 days ago

Result-Driven Short-Term Insurance Adviser

Momentum

Gqeberha
On-site
ZAR 50,000 - 200,000
14 days ago
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Short-Term Insurance Adviser- Port Elizabeth

Momentum

Gqeberha
On-site
ZAR 50,000 - 200,000
14 days ago

Client-Focused Financial Advisor With Training & Mentoring

Momentum Financial Planning

Durban
On-site
ZAR 300,000 - 400,000
15 days ago

Client-Centric Financial Planner - Training & Mentoring

Momentum Financial Planning

Durban
On-site
ZAR 300,000 - 400,000
15 days ago

Strategic Communications Leader - Finance & Media Expert

Momentum Metropolitan Holdings Limited

Gauteng
On-site
ZAR 300,000 - 400,000
15 days ago

Strategic Communications Lead

Momentum Metropolitan Holdings Limited

Gauteng
On-site
ZAR 300,000 - 400,000
15 days ago

Regional Investment Growth Manager

Momentum

Durban
On-site
ZAR 400,000 - 500,000
17 days ago

Financial Planning & Client Growth Advisor

Momentum

Graaff-Reinet
On-site
ZAR 200,000 - 300,000
17 days ago

Financial Adviser

Momentum

Graaff-Reinet
On-site
ZAR 200,000 - 300,000
17 days ago

Regional Investment Manager — Ifa Growth Leader

Momentum

Durban
On-site
ZAR 400,000 - 500,000
17 days ago

Clinical Wellness Coach & Care Manager

Momentum

Johannesburg
On-site
ZAR 200,000 - 300,000
19 days ago

Talent Pool : Wellness Coach Mmh251111-11

Momentum

Johannesburg
On-site
ZAR 200,000 - 300,000
19 days ago

Financial Advisor: Build Plans & Grow Client Wealth

Momentum

East London
On-site
ZAR 200,000 - 300,000
19 days ago

Financial Advisor

Momentum

East London
On-site
ZAR 200,000 - 300,000
19 days ago

Regional Investment Growth Leader

Momentum

Pretoria
On-site
ZAR 200,000 - 300,000
19 days ago

Regional Investment Leader For Ifa Growth

Momentum

Pretoria
On-site
ZAR 200,000 - 300,000
19 days ago

Financial Advisor: Build Client Wealth & Plans

Momentum

Uniondale
On-site
ZAR 15,000 - 25,000
21 days ago

Financial Advisor

Momentum

Uniondale
On-site
ZAR 15,000 - 25,000
21 days ago

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Client-Focused Financial Advisor & Planner
Momentum
East London
On-site
ZAR 200 000 - 300 000
Full time
8 days ago

Job summary

A leading financial services company in South Africa is seeking an experienced client advisor to attract, acquire, and retain clients by selling products and providing tailored financial advice. The ideal candidate will have a Matric or equivalent qualification, strong computer skills, and at least 5 years of experience in the financial services industry. This role requires fluency in English and offers the chance to impact client retention and market share positively.

Qualifications

  • 5 years’ experience for individuals with matric.
  • 1‑2 years’ experience for individuals with undergraduate degree (preferred).
  • Driver's license (desirable).

Responsibilities

  • Engage with prospect clients to understand their financial needs.
  • Sell products that align with the clients’ financial requirements.
  • Accurately record client information and sales details.
  • Achieve targets related to production, quality and conversion.
  • Comply with legislative regulations and adhere to all compliance requirements.

Skills

Strong computer literacy skills
Fluency in English

Education

Matric / N4 Equivalent Qualification
Relevant regulatory examinations
Job description
A leading financial services company in South Africa is seeking an experienced client advisor to attract, acquire, and retain clients by selling products and providing tailored financial advice. The ideal candidate will have a Matric or equivalent qualification, strong computer skills, and at least 5 years of experience in the financial services industry. This role requires fluency in English and offers the chance to impact client retention and market share positively.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.