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  • Posted: Jan 20, 2021
    Deadline: Not specified
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    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...
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    FINANCIAL PLANNER

    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:

    • FAIS recognised qualification
    • RE 5
    • At least 3- 5 years experience as a financial adviser
    • DOFA

    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

    Method of Application

    Interested and qualified? Go to Momentum on www.linkedin.com to apply

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