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.
- 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.
- 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.
Vacancy Type: Full Time
Job Location: Centurion, Gauteng, South Africa
Application Deadline: N/A
To apply for this job please visit www.linkedin.com.