New-to-Industry Financial Adviser/Planner

Role Purpose

The Momentum Financial Planning (MFP) cluster is responsible for face-to-face financial planning within the South African context and within the legislative and regulatory environment. Through establishing long-term relationships, the Momentum Financial Adviser provides clients across different market segments (middle-income, affluent, professional market and business) with holistic financial planning, by providing a comprehensive range of appropriate and competitive solutions. These include traditional life insurance, risk and savings products, investment, retirement, health and fiduciary services as well as short-term insurance. In line with our Financial Wellness philosophy, we intend to create wealth for our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

Minimum Requirements:

  • Grade 12
  • No experience needed
  • FAIS recognized qualification or tertiary qualification would be advantageous
  • Previous work experience would be advantageous

Performance Areas

  • Maintain and equip client growth and engagement through continuous support and guidance
  • Engage in a client-centric manner to build strong relationships, trust and retention
  • Self-management and teamwork (People)
  • Contribute to financial planning and advice

Desired Skills:

  • Financial Planning
  • Financial Advisor
  • FAIS
  • RE
  • RE5
  • RE1

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