Career Changer

Introduction

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 show 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 includes traditional life insurance, risk and savings products, investments, retirement, health and fiduciary services as well as short-term insurance, clients can plan for their unique lifestyles.

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.

Role Purpose

#IgniteProgress
For some, their career is their comfort zone. Not for you. You don't want to stand still, and you don't settle for less. You want to stand out. Shape a prosperous future - not just for you but for others too.

Seize the moment because some opportunities don't come twice.

Learn more about a career in financial planning by speaking to us. We will show you how to ignite your progression.

Requirements:

• Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation.
• Looking for a flexible environment where you can determine your own hours as an entrepreneur.
• Has large and solid business, social and close contact networks.
• If required, willingness and motivation to study further in order to meet requirements.
• Influential, selfdriven, resilient and results orientated.
• Minimum 5 years' experience
• Further inimum requirements : Grade 12 (Matric) certificate
• FAIS compliant qualification

RE5 an advantage

• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Duties & Responsibilities

Some key elements would be:

• Be determined and have the aptitude to make a success of the role
• Like the autonomy and the entrepreneurial nature of the role
• Inspired to live a greater purpose and make a contribution set in a professional, competitive and accountable organisation
• Meeting with clients to determine their financial goals, needs, and risk tolerance
• Providing strategic advice on various financial products and services, such as investments, insurance, debt management, taxes, estate planning, etc.
• Preparing and reviewing financial plans and ensuring their accuracy and suitability
• Responding to client queries and resolving any issues
• Supporting investment professionals and cultivating client relationships

Competencies

• Entreperneural mindset
• Analytical Thinking
• Selfstarter
• Prefessionalism and Positive attitude
• Ability to adapt to change
• Driven and passionate to succeed

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