This vacancy has been closed.

Closing Date: 14 March 2024
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Career Changers
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Apply now if you want to change your career and have work experience even if you have no DOFA. We are looking for experienced individuals aspiring to become an advisor to join our winning team.

 

#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.

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.

Requirements:

  • Inspired to make a career change towards a 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, self-driven, resilient and results-orientated.
  • Minimum 5 years’ experience
  • Further minimum requirements: 
    • Grade 12 (Matric) certificate 
    • FAIS compliant qualification
    • RE5 an advantage 
    • Proven computer literacy (MS Office suite)
    • Excellent communication skills (written and verbal) 

“Today is not just another day. It’s a new opportunity, another chance, a new beginning. Embrace it.”

#IgniteProgress

Recruitment process:

         

#Journeytosuccess #MFP 


 

Closing Date: 14 March 2024