Financial Advisor

About the role

Momentum Metropolitan is seeking ambitious, entrepreneurial Financial Advisors to help clients achieve financial success while building their own thriving practice. This role offers the chance to partner with a leading South African financial services brand, backed by industry‑leading support, tools, and development opportunities.

Key responsibilities

• Build and maintain strong client relationships.
• Provide financial planning and advisory services.
• Identify client financial goals and recommend suitable solutions.
• Grow and manage a sustainable client portfolio.
• Network and generate new business opportunities.
• Deliver exceptional client service and ongoing support.

Required profile

• Grade 12 and FSCA‑approved qualification (RE5 advantageous).
• Minimum 2 years’ experience within financial services or sales.
• Valid driver’s licence and reliable vehicle.
• Clear ITC and criminal record.
• Strong communication, interpersonal, networking and relationship‑building abilities.

Required skills

What we offer

• Competitive commission structure with performance incentives and bonuses.
• Professional indemnity cover.
• Technology support, laptop, and data bundle.
• Marketing and operational support.
• Ongoing training and development opportunities.
• Access to Momentum’s advisory and planning tools.