Requirements:
Further minimum requirements:
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.
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.
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