Permanent Senior Financial Adviser | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Senior Financial Adviser
Location: Eastern Cape
Company: Momentum Group
Job Type: Permanent
Job Sector: Financial Services
Join Momentum as a Senior Financial Adviser – Empower Clients and Shape Futures
At Momentum, we redefine financial advice through partnership. As a Senior Financial Adviser, you’ll craft personalized strategies to help clients achieve their financial aspirations, backed by our trusted expertise and innovative solutions.
Why Choose Momentum?
We empower advisers with an outcome-based approach, cutting-edge tools, and unwavering support to build thriving practices. At Momentum, you’ll grow professionally while making a lasting impact on clients’ financial futures.
What We Offer Senior Financial Advisers:
- Competitive Rewards: Structured commission model with performance incentives, bonuses, and stipends.
- Elite Recognition: Annual convention for top achievers.
- Professional Security: Indemnity cover and legal support.
- Continuous Growth: Access to Momentum’s Institute of Financial Planning (IFP) and Astute subscriptions.
- Advanced Technology: Financial planning software, IT support, and a laptop/data bundle for 12 months.
- Collaborative Success: Partner with specialists and leverage multi-provider solutions.
- Marketing & Operations: Dedicated support to expand your client base.
- Comprehensive Solutions: Diverse products and robust compliance for trusted client relationships.
- Legacy Planning: Tailored succession solutions for your practice.
Build Your Legacy with Momentum
Join a team that champions your success. With Momentum’s resources and mentorship, you’ll elevate your career while guiding clients toward brighter financial futures.
Requirements:
- South African citizenship
- Relevant Qualifications: Grade 12 (Matric) + FSCA-approved certification
- Mandatory Credentials: RE5, Class of Business (Long Term & Investment), 120+ FAIS Credits
- Clean ITC/criminal record
- Valid driver’s license and reliable vehicle
- 3–5 years’ experience as a Financial Adviser
- Strong networking, communication, and presentation skills
Ready to Lead?
Email your CV to nevlen.padayachee@momentum.co.za and start your journey as a Momentum Senior Financial Adviser.
APPLY NOW
How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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