Job Description
About the Role
Join Momentum as a Financial Adviser Empower Your Clients and Your Future At Momentum, being a financial adviser is about more than just offering advice – it’s about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you’ll help clients create personalized strategies that align with their needs and aspirations, ensuring their financial goals are met.
Key Responsibilities
- Empower clients by providing expert financial guidance
- Build lasting client relationships through active listening and empathy
- Develop and implement tailored financial plans to meet clients’ unique needs
- Collaborate with specialists and leverage a wide range of product solutions across various providers
- Focus on growing your client base with dedicated marketing assistance and operational support
Requirements
- South African citizenship
- Relevant educational qualifications – Grade 12 (Matric) and a FSCA approved qualification
- Clear ITC report and no criminal record
- Valid driving license and own reliable vehicle
- Strong networking, communication and presentation skills
Qualifications
- None required
Salary & Benefits
- 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
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in South Africa
In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.
Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.
Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.
Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.
Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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