BRIEF DESCRIPTION:-
The Financial Adviser role at Momentum involves assisting clients in developing personalized financial strategies to meet their individual needs and goals. The main responsibilities include building client relationships, expanding one's practice, and utilizing marketing and operational support to grow the client base. Key requirements include a competitive remuneration package with commissions and bonuses, access to professional development, and the use of advanced financial planning tools and software.
Job Title: Financial Adviser (No Experience 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
Discover a new career opportunity with Momentum as a Financial Adviser – Propel Your Clients and Your Career Forward! With Momentum, being a financial adviser is not just about offering advice; it’s about forming strong partnerships with clients to guide them toward realizing their financial aspirations. As a financial adviser at Momentum, you'll assist clients in developing personalized strategies that meet their individual needs and goals.
Why Choose Momentum? Momentum offers an innovative, outcome-based advice™ approach to help advisers build and safeguard their clients' financial futures. We provide a rewarding and supportive environment that encourages your growth as you establish lasting client relationships and expand your practice.
What You’ll Experience as a Momentum Financial Adviser: - Competitive Remuneration: Enjoy a structured commission model with performance-driven incentives, commissions, and bonuses. - Annual Recognition: Elite opportunities to attend our prestigious recognition convention for top performers. - Professional Protection: Benefit from professional indemnity cover and expert legal support. - Development and Growth: Access to Momentum’s Institute of Financial Planning (IFP) and advanced advisory tools through Astute subscriptions. - Technology & Support: Utilize cutting-edge financial planning software, IT support, a laptop, and a data bundle for the first 12 months. - Collaborative Business Model: Maximize your income by collaborating with specialists and utilizing a broad range of product solutions from various providers. - Marketing and Operational Support: Focus on expanding your client base with dedicated marketing assistance and operational support. - Comprehensive Solutions: Enjoy access to diverse product offerings and a robust compliance process to ensure trust and excellence in client engagement. - Succession Planning: Secure your legacy with our tailored succession planning solutions.
Join Momentum and Be Part of a Forward-Thinking Team By joining Momentum, you’ll become part of a dynamic team that empowers you to grow both professionally and personally. With our unwavering support, you’ll build meaningful relationships, help clients achieve their financial dreams, and establish a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you.
Interested candidates can send updated CVs to [Email hidden - Login to reveal]
APPLICATION INFORMATION
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