Financial Adviser(Experienced)

Pretoria, Gauteng
Permanent
Full-time

15 days ago

Join Momentum as a Financial Adviser Empower Your Clients and Your FutureAt Momentum, being a financial adviser is about more than just offering adviceits about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, youll 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 Youll 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 Momentums 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 MomentumJoining Momentum means becoming part of a forward-thinking team that empowers you to grow professionally and personally. With our unwavering support, youll forge meaningful relationships, help clients realize their financial dreams, and build a successful, sustainable practice. Together, we will create brighter financial futuresfor 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

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