Financial Adviser – Sales & Wealth Management

About the role

Momentum Financial Planning (MFP) is looking for ambitious sales professionals to join its Advisory team. As a Financial Adviser you will help individuals, families and business owners protect and grow their wealth through tailored financial solutions.

Key responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Provide professional advice on investments, risk and life cover, retirement planning and wealth creation strategies.
• Build, develop and maintain long‑term client relationships.
• Develop new business opportunities through networking, referrals and prospecting.
• Deliver exceptional client service and ongoing financial guidance.
• Build and manage your own book of business.
• Stay informed on industry trends, legislation and financial products.

Required profile

• National Senior Certificate (Matric) – non‑negotiable.
• Minimum three years of sales experience.
• Experience in prospecting and business development.
• Own laptop, valid driver’s licence and access to a vehicle.
• Clear credit record and no criminal record.

Required skills

What we offer

• Comprehensive Financial Adviser Training Programme.
• Industry‑recognised qualifications and licensing support.
• Ongoing mentorship, coaching and professional development.
• Above‑average commission structure with uncapped earning potential.
• Monthly stipend during the development phase.
• Pension and Provident Fund benefits.
• Access to leading financial planning tools and resources.
• Entrepreneurial career path with long‑term growth opportunities.