Subscribe to Job Alert
Join our happy subscribers
Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
Read more about this company
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:
Performance Areas
Disclaimer
Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.
Build your CV for free. Download in different templates.
Join our happy subscribers