Job Description

Join Momentum as a Financial Adviser – Empower Your Clients and Your FutureAt 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 MomentumJoining 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 citizenshipRelevant educational qualifications - Grade 12 and a FSCA approved qualificationRE 5(Advantageous with experience)Clear ITC report and no criminal recordValid driving license and own reliable vehicle Minimum two years’ experience in a financial and sales services industry Strong networking and communication skills

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