Professional Financial Planner (Centurion)
Momentum Metropolitan · Centurion
Job description
About the role
Momentum Metropolitan is seeking an ambitious Financial Planner to join its Centurion team. You will work with a leading South African financial services brand, helping clients achieve their financial goals while building your own sustainable practice.
Key responsibilities
- Develop and maintain strong, long‑term relationships with clients.
- Provide comprehensive financial planning and advisory services.
- Identify client objectives and recommend appropriate financial solutions.
- Grow and manage a profitable client portfolio.
- Generate new business opportunities through networking and referrals.
- Deliver ongoing support and exceptional service to existing clients.
Required profile
- Grade 12 qualification.
- FSCA‑approved qualification (RE5 is advantageous).
- Valid driver’s licence and reliable vehicle.
- Clear ITC and criminal record.
- Strong communication, interpersonal and networking abilities.
Required skills
- Financial planning knowledge.
- Understanding of South African financial regulations.
What we offer
- Uncapped earning potential with competitive commissions and incentives.
- Professional indemnity cover and technology support (laptop, data bundle).
- Marketing and operational assistance to grow your client base.
- Ongoing training, mentorship and access to Momentum’s advisory tools.
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Published 1 month ago
Expires 1 week from now
33 views · 0 interested
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Momentum Metropolitan
Centurion