Job Description: By establishing long-term professional relationships built on trust and credibility, a Momentum financial adviser provides clients across different market segments (middle-income, affluent, professional market and business) with expert advice through sound financial planning. Job Responsibilities: Inspired to live a greater purpose and make a contribution set in a professional, competitive and accountable organisation. Preparing and reviewing financial plans and ensuring their accuracy and suitability. Providing strategic advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc. Like the autonomy and the entrepreneurial nature of the role. Meeting with clients to determine their financial goals, needs, and risk tolerance. Determined and have the aptitude to make a success of the role. Job Requirements: New to Industry and experienced applicants will all be considered Inspired to build a career towards greater purpose and contribution set in a professional, competitive and accountable organisation. Matric / equivalent Advantageous: FSCA approved qualification or in process to complete a FSCA approved qualification. Has large and solid business, social and close contact networks. Looking for a flexible environment where you can determine your own hours as an entrepreneur.
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