At Momentum, we provide comprehensive support, advanced technology, and a culture of excellence that will elevate your advisory practice. Let us maximize your potential and join Momentum today!
About Momentum Financial Planning
Momentum Financial Planning (MFP) is responsible for financial planning within South Africa, while being well-vested in the legislative and regulatory context. Our purpose is to build and protect our client’s financial dreams. We honour our purpose by showing up to make a positive difference in people’s journeys because we care. 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. With a comprehensive range of appropriate and competitive solutions, which include traditional life insurance, risk and savings products, investments, retirement, and fiduciary services.
In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.
Profile of Adviser:
- South African Citizen
- Matric and Tertiary qualification (preferred)
- Clear ITC and Criminal record
- Own office infrastructure and laptop
- Driver’s license and Own transport/vehicle
- DOFA tenure of 3 years +
- Age 25 years – 55 years
- Well-established client base with opportunities to increase product holdings
Competencies of Adviser:
- Willingness and ability to learn
- Adoption and seamless use of technology
- Proven sales record through advice
- Self-starter and disciplined entrepreneur
- Strong interpersonal skills and networking ability
- Proven record of technical competence in advice and financial planning
- Problem-solving ability
- Commitment to ensuring long-term success of client outcomes
- Ability to close business through logical, incremental steps
- Long-term partnership approach: with provider and client
- Adaptability to different client needs and approaches
- Driven by client outcomes supported by quantitative results
- Ability to prioritize tasks
- Attention to detail
- Ability to cultivate long-term relationships based on trust, consistency, principles of ethical advice and partnership