Financial Planning Consultant

Full time @Momentum Metropolitan posted 22 hours ago in Financial Services
  • Parc du Cap, 4 Mispel Road, Bellville, Cape Town, 7530 View on Map
  • Post Date : September 25, 2026
  • 0 Application(s)
  • View(s) 4
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Job Detail

  • Job ID 205214
  • Offered Salary  0
  • Career Level  Intermediate or mid-level
  • Experience  2 Years
  • Gender  Both
  • Industry  Financial services
  • Qualifications  Matric Certificate

Job Description

Your responsibilities will include:

  • Building and growing your own professional financial advisory practice under the trusted Momentum Financial Planning brand.
  • Prospecting, networking and developing new business opportunities.
  • Conducting comprehensive financial needs analyses.
  • Providing professional financial advice and tailored solutions.
  • Building long-term relationships based on trust and exceptional service.
  • Helping clients achieve their financial goals through ongoing advice and support.

What We Offer

  • Uncapped earning potential with competitive commission structures, incentives and a stipend.
  • The backing of one of South Africa’s leading financial services brands.
  • Comprehensive training, mentorship and professional development.
  • Cutting-edge financial planning technology and advisory tools.
  • Marketing and operational support to help you grow your client base.
  • Recognition and rewards for outstanding performance.
  • Access to specialist expertise across a broad range of financial solutions.
  • Clear career progression and long-term succession opportunities.

What We’re Looking For

We’re seeking individuals who are:

  • Passionate about sales, people and building lasting client relationships.
  • Entrepreneurial, self-motivated and target driven.
  • Confident communicators with excellent interpersonal skills.
  • Resilient, proactive and committed to delivering exceptional client experiences.

Minimum Requirements

  • Grade 12 (Matric).
  • FSCA-approved qualification will be advantageous.
  • RE5 qualification will be advantageous.
  • Minimum of 2 years’ experience in sales and/or the financial services industry.
  • Valid driver’s licence and own reliable vehicle.
  • Clear ITC and criminal record.
  • An established network and the ability to generate new business.

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