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  • Posted: May 21, 2021
    Deadline: Not specified
  • Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
    Read more about this company


    Financial Advisor

    Deliver professional service to clients through various servicing channels (inbound calls, emails, walk-in interactions etc.), responding to their needs, concerns and complaints within agreed Service Level Agreements and legislative and compliance requirements.


    And Work Outputs


    • Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement (48Hrs) and quality standards.
    • Take ownership of complaints and ensure they are resolved timeously and effectively.
    • Acknowledge receipt of emails timeously
    • Provide clients with the relevant information and documentation as required in line with policy guidelines. Eg. Documentation for employee access
    • Capture and update client information on relevant system/s, based on data received from the client.
    • Accurately complete all administrative and reporting requirements within agreed timeframes.
    • Adhere to legislative / compliance requirements in the service process./ training on updates provided by L&D
    • Identify and report process and system failures and enhancements to improve client experience.


    • Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
    • Escalate client queries to the relevant department or stakeholder.
    • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
    • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
    • Provide authoritative, expertise and advice to clients and stakeholders where relevant.
    • Build and maintain relationships with clients and internal and external stakeholders.
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
    • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.


    • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
    • Positively influence and participate in change initiatives.
    • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
    • Take ownership for driving career development.


    • Contribute to the financial planning process within area.
    • Identify opportunities to enhance cost effectiveness and increase operational efficiency.
    • Manage financial and other company resources under your control with due respect.
    • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

    Competencies Required

    • Examining Information
    • Articulating Information
    • Documenting Facts
    • Meeting Timescales
    • Attention to detail
    • Taking Action
    • Upholding Standards
    • Accountability
    • Establishing Rapport
    • Showing Composure


    And Qualifications

    • Matric or equivalent
    • Business related qualification advantageous
    • MS Office Suite (Word, Excel)

    Additional Information

    • Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) (preferred)
    • Product training -In house
    • Business Area-specific products and procedures (preferred)
    • Candidate must be willing to travel to Bafokeng for client engagements, own vehicle (preferred)

    Method of Application

    Interested and qualified? Go to Momentum on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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