Momentum Financial Planning
Financial Advisor
City of Cape Town, Western Cape, South AfricaUSD 12
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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