BRIEF DESCRIPTION:-
As a Financial Adviser at Momentum, you will develop customized financial strategies for clients to meet their unique goals, leveraging a supportive environment with competitive remuneration, growth opportunities, and comprehensive support tools. Key responsibilities include building client relationships and utilizing innovative advice methodologies to secure their financial futures. Essential requirements include no prior experience needed, but a commitment to professional development and client engagement.
Job Title: Financial Adviser (Experience Not Required) Company: Momentum
Salary: R8 000.00 - R40 000.00 Per Month (Negotiable) Bonus: Yes Commission: Yes Job Type: Permanent Sectors: Insurance Marketing Sales Benefits: Medical Aid Pension Bonus Training Parking Maternity Leave Reference: NZP2204
Vacancy Details
Employer: Momentum
Embark on a rewarding career with Momentum as a Financial Adviser – Propel Your Clients and Your Career Forward
At Momentum, a financial adviser’s role goes beyond simple advice—it’s about forging deep, meaningful relationships with clients to help them achieve their financial aspirations. As a Momentum financial adviser, you will develop customized strategies tailored to each client’s unique needs and goals, ensuring their financial objectives are met.
Why Choose Momentum?
Momentum offers an innovative, outcome-based advice™ methodology to assist advisers in building and securing clients' financial futures. We provide a supportive and rewarding environment where you can thrive by nurturing long-term client relationships and expanding your practice.
What Momentum Offers as a Financial Adviser
- Competitive Remuneration: A structured commission model with performance incentives, bonuses, and commissions. - Annual Recognition: Elite opportunities to attend our prestigious recognition convention for top performers. - Professional Protection: Coverage with professional indemnity and expert legal support. - Growth and Development: Access to Momentum’s Institute of Financial Planning (IFP) and enhanced advisory tools through Astute subscriptions. - Technology & Support: State-of-the-art financial planning software, IT support, laptop, and data bundle for the first 12 months. - Collaborative Business Model: Maximize your income by collaborating with specialists and utilizing a wide range of product solutions from various providers. - Marketing and Operational Support: Dedicated marketing and operational support to help you grow your client base. - Comprehensive Solutions: Access to diverse product offerings and a robust compliance process to ensure trust and excellence in client engagement. - Succession Planning: Tailored succession planning solutions to secure your professional legacy.
Join Momentum to be part of a progressive team that empowers you to grow both professionally and personally. With our unwavering support, you’ll build meaningful relationships, help clients achieve their financial goals, and establish a successful and sustainable practice. Together, we will create brighter financial futures—for your clients and for you.
Interested candidates should email updated CVs to [Email hidden - Login to reveal]
APPLICATION INFORMATION
-
Make sure you are logged in and your email is verified (Register if you dont have an account).
-
Click the Apply Now button above.
-
Your default email application or application link will open.
-
Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
-
Use a professional subject line such as Application for "Indicate Position"
-
Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
