Financial Advisor – Sandton

About the role

We are seeking motivated financial advisors to join Momentum Metropolitan’s team in Sandton. The role involves building lasting partnerships with clients and helping them achieve their financial objectives through tailored advice and strategic planning.

Key responsibilities

• Develop and maintain a portfolio of clients, understanding their unique financial needs.
• Provide comprehensive financial advice, including investment, retirement, and protection solutions.
• Create and present personalised financial strategies aligned with client goals.
• Stay informed about market trends, regulatory changes, and product offerings.
• Collaborate with internal teams to deliver seamless service.

Required profile

• South African ID and Grade 12 qualification.
• RE5 and FSCA‑approved qualification.
• Valid driver’s licence and reliable vehicle.
• Minimum three years’ experience as a financial advisor.
• Established client network.

Required skills

What we offer

• Base salary with a high‑commission earning structure.
• Performance bonuses and overseas incentive trips.
• Comprehensive training programme and ongoing mentoring for new advisors.
• Opportunity to grow within a leading banking and financial‑advice firm.