Financial Advisor

Ready to Build a Career Where Your Success Is Determined by Your Ambition?

At Momentum Financial Planning, we're looking for motivated, driven individuals who want more than just a jobthey want to build a rewarding career while making a meaningful difference in people's lives.

Whether you're an experienced professional or looking for a fresh start, we'll provide the training, mentorship, and support you need to succeed in the financial services industry.

If you're passionate about helping people achieve financial security while building a successful future for yourself, this opportunity is for you.

What You'll Do

• Build meaningful, long-term relationships with clients.
• Help individuals, families, and business owners achieve their financial goals.
• Provide holistic financial planning solutions tailored to clients' unique needs.
• Grow and manage your own client portfolio.
• Develop your personal brand and business through ongoing coaching and mentorship.
• Provide advice on risk protection, investments, retirement planning, and estate planning.
• Identify new business opportunities through networking, referrals, and relationship building.
• Deliver exceptional client service and ongoing financial reviews.
• Maintain accurate client records and ensure compliance with industry regulations.

What We Offer

Industry-leading training and professional development

Continuous mentorship and coaching from experienced financial professionals

Unlimited earning potential through a performance-based remuneration structure

Flexible working environment

Access to a comprehensive range of trusted financial planning solutions

Administrative, compliance, and business support

Clear career growth and leadership opportunities

The opportunity to build your own successful financial planning practice

Who We're Looking For

• Ambitious and self-motivated individuals
• Strong communication and relationship-building skills
• Entrepreneurial mindset
• Results-driven with a strong work ethic
• Eager to learn and grow professionally
• Passionate about helping people achieve financial security and financial freedom

Minimum Requirements

• South African ID
• Matric (Grade 12)
• Valid driver's licence and reliable transport (non-negotiable)
• Clear credit and criminal record
• Sales, business development, or customer service experience will be advantageous but is not essential

No Financial Services Experience?

No problem!

Momentum Financial Planning offers a comprehensive training programme designed to equip you with the knowledge, skills, and confidence needed to launch a successful career as a Financial Advisor.

Ready to Take the Next Step?

If you're looking for a career that offers flexibility, growth, unlimited earning potential, and the opportunity to make a real impact in people's lives, we'd love to hear from you.