Financial Planner / Financial Advisor

About the role

Momentum Financial Planning is seeking motivated individuals to join our team as Financial Planners/Advisors. You will help clients achieve financial security while building a rewarding career in the financial services industry.

Key responsibilities

• Build meaningful, long‑term relationships with individuals, families and business owners.
• Provide holistic financial planning solutions tailored to each client’s unique needs.
• Grow and manage your own client portfolio and develop your personal brand.
• Advise on risk protection, investments, retirement planning and estate planning.
• Identify new business opportunities through networking, referrals and relationship building.
• Deliver exceptional client service and conduct ongoing financial reviews.
• Maintain accurate client records and ensure compliance with industry regulations.

Required profile

• Ambitious and self‑motivated with a strong work ethic.
• Excellent communication and relationship‑building skills.
• Entrepreneurial mindset and results‑driven attitude.
• Eager to learn and grow professionally.
• Passionate about helping people achieve financial security.

Required skills

What we offer

• Industry‑leading training and professional development.
• Continuous mentorship and coaching from experienced financial professionals.
• Unlimited earning potential through a performance‑based remuneration structure.
• Flexible working environment.
• Access to a comprehensive range of trusted financial planning solutions.
• Administrative, compliance and business support.
• Clear career growth and leadership opportunities.
• Opportunity to build your own successful financial planning practice.