Financial Advisor

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.

Momentum provides an innovative, outcome-based advice™ approach to help advisers build and protect clients' financial futures. We offer a rewarding, supportive environment that helps you thrive as you build lasting client relationships and grow your practice.

• Competitive Remuneration
  : A structured commission model with performance-driven incentives, commissions, and bonuses.
• 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 Momentum’s 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.

Joining Momentum means becoming part of a forward-thinking team that empowers you to grow professionally and personally. With our unwavering support, you’ll forge meaningful relationships, help clients realize their financial dreams, and build a successful, sustainable practice. Together, we will create brighter financial futures—for your clients and for you.

• South African citizenship
• Relevant educational qualifications - Grade 12 and a FSCA approved qualification
• RE 5(Advantageous with experience)
• Clear ITC report and no criminal record
• Valid driving license and own reliable vehicle
• Minimum two years’ experience in a financial and sales services industry
• Strong networking and communication skills