Financial Planner – Build Your Own Practice

About the role

Momentum Financial Planning is seeking ambitious financial professionals who want to own and grow their own client portfolio. You will be supported by one of South Africa’s leading financial services brands while enjoying unlimited earning potential.

Key responsibilities

• Build and manage your own portfolio of clients.
• Identify clients' financial needs and provide tailored advice.
• Help clients achieve their goals through holistic financial planning.
• Grow and maintain long‑term client relationships.
• Generate new business opportunities through networking and referrals.
• Deliver exceptional client service and conduct ongoing financial reviews.

Required profile

• Previous experience in financial advisory, wealth management, banking, insurance, investments or financial services sales.
• Strong relationship‑building and networking skills.
• Entrepreneurial mindset with a passion for helping clients succeed.
• Highly motivated and target‑driven.
• Excellent communication and interpersonal abilities.
• RE5 and relevant financial qualifications are advantageous.

What we offer

• Industry‑leading earnings with an 85% commission split and unlimited earning potential.
• Financial support while you build your practice, including a 6‑month stipend and structured onboarding.
• World‑class training, ongoing professional development, mentorship and dedicated management support.
• Recognition and rewards such as monetary incentives, travel competitions, and clear career advancement pathways.