Eastern Cape: Senior Financial Adviser posted by Momentum

Join Momentum as a Financial Adviser Empower Your Clients and Your Future At Momentum, being a financial adviser is about more than just offering adviceits about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, youll help clients create personalized strategies that align with their needs and aspirations, ensuring their financial goals are met. Why Partner with Momentum? Momentum provides an innovative, outcome-based advice approach to help advisers build and protect clients’ financial futures. We offer a rewarding, supportive environment that helps you thrive as you build lasting client relationships and grow your practice. What Youll Get as a Momentum Financial Adviser: Competitive Remuneration: A structured commission model with performance-driven incentives, commissions, and bonuses. Stipend Provided Annual Recognition: Elite opportunities to attend our prestigious recognition convention for top achievers. Professional Protection: Professional indemnity cover and expert legal support. Growth and Development: Access to Momentums Institute of Financial Planning (IFP) and enhanced advisory capabilities through Astute subscriptions. Technology & Support: Cutting-edge financial planning software, IT support, laptop, and data bundle for the first 12 months. Collaborative Business Model: Maximise your income by collaborating with specialists and leveraging a wide range of product solutions across various providers. Marketing and Operational Support: Focus on growing your client base with dedicated marketing assistance and operational support. Comprehensive Solutions: Access to diverse product offerings and a solid compliance process to ensure trust and excellence in client engagement. Succession Planning: Secure your legacy with our tailored succession planning solutions. Unlock Your Future with Momentum Joining Momentum means becoming part of a forward-thinking team that empowers you to grow professionally and personally. With our unwavering support, youll forge meaningful relationships, help clients realize their financial dreams, and build a successful, sustainable practice. Together, we will create brighter financial futuresfor your clients and for you. Interested Individuals can email updated CV’s to Requirements for joining Momentum: South African citizenship Relevant educational qualifications – Grade 12 (Matric) and a FSCA approved qualification Must have RE5 Must have Class of Business (long Term and Investment) Must have minimum of 120 FAIS Credits Clear ITC report and no criminal record Valid driving license and own reliable vehicle Minimum 3 to 5 years experience as a Financial Advisor Strong networking, communication and presentation skills