Momentum Financial Planning

Financial Advisor

City of Cape Town, Western Cape, South AfricaUSD 12
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About the role

**Join Momentum as a Financial Adviser – Empower Your Clients and Your Future** At 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 Momentum** Joining 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 citizenship * Relevant educational qualifications \- Grade 12 and a FSCA approved qualification * RE 5(Advantageous with experience) * Clear ITC report and no criminal record * Valid 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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