Want to become a Momentum Financial Planner?
Are you considering a career in financial planning? You can make a positive difference in people’s lives by guiding them to financial security and impacting their future with advice on how to manage their money throughout their lifetime.
In our strive to become the most competitive, accountable, and professional in-house financial planning advice business in South Africa, Momentum Financial Planning (MFP) is looking at establishing an expansive and high-performing community of professional financial advisers to sustainably build MFP towards a prosperous and rewarding future.
What we offer you
If you have an entrepreneurial spirit, we have a cutting-edge opportunity for you. Join Momentum directly as a Momentum financial adviser, give advice under our licence, market our innovative products and have access to support from a network of professionals who can assist with all your business requirements. Our interactive online tools are designed to support you when providing quality financial advice to clients. Your job satisfaction lies in knowing that your sound financial advice is helping your clients achieve their hopes and dreams.
Our product offering
Our purpose is to help fulfill your clients’ lifelong financial needs with relevant and unique solutions to suit their pockets and their individual circumstances. Our innovative products cover a broad spectrum of risk, insurance, savings and investment and healthcare solutions.
We offer the following as part of our holistic financial solutions
Investment and Savings
Whether a client’s investment need is growth, income, or capital preservation, Momentum Wealth can meet the need by providing access to customised local and international investment and retirement solutions for individuals, companies, close corporations, and trusts.
Estate planning,
wills and trusts
A specialised estate planning service that incorporates holistic estate structuring and planning that helps clients realise their asset protection and succession planning needs in a tax-efficient manner.
Car and Home Insurance
Momentum car and home insurance provides cover for clients’ valuable possessions and assets. Expert advice and affordable insurance offer protection when a client experiences loss or damage to their personal belongings.
Commercial short-term insurance
Comprehensive business insurance tailored for various industries that covers a range of possible damages or disruptions to business.
Life Insurance
Myriad is a market-leading insurance product that provides cover in the event of death, disability or critical illness. We pride ourselves in our comprehensive and objective claims criteria.
Retirement planning
An exciting range of investment products, each designed to cater for clients’ investment needs in the pre-retirement phase of their lives, managed by leading South African fund managers.
Healthcare
Momentum Health solutions help clients safeguard and improve their health, while also preserving and growing their wealth. From offering free preventative screenings to savings on contributions and a strong claims-paying ability, the success of this philosophy underpins the growing popularity of Momentum Health.
Employee benefits
Financial and physical health have the biggest impact on employees’ productivity. If an employer takes care of their employees’ financial and physical health, it lowers their stress levels, resulting in more productive employees. Momentum’s FundsAtWork solutions have been designed to enable employees with income continuation for various life circumstances and events, such as disability, retirement, or death.
Momentum Multiply
Momentum Multiply is a wellness and rewards programme that helps clients to make better life choices, both physically and financially. It focuses on four important life aspects: looking after your finances, being safer, being active, and being healthier. Multiply offers numerous benefits and value-add products exclusively to Momentum clients. The financial and lifestyle benefits of joining Multiply far outweigh the costs. The more points members earn, the better their status, and the more the rewards.
How we’ll support you
We take care of the complicated business processes so that you can focus your time and energy on building sound client relationships.
We provide
What we’re looking for
We’re looking for experienced and new-to-industry financial advisers who meet the following requirements and skills:
Experienced financial planners
- Minimum of three years’ financial planning experience
- Has obtained the relevant qualifications
- Has passed the regulatory examinations (RE5)
- Meet Fit and Proper regulatory requirements with regard to personal character and qualities of honesty and integrity
- A proven track record in successfully dealing with clients
Career changers
Seasoned professionals with a well-established network of business contacts and potential clients can seamlessly transition into a rewarding career in financial advice. Momentum will provide the support and the resources needed to transform these connections into meaningful advisory relationships.
A Financial Sector Conduct Authority (FISCA)-accredited qualification is a requirement, ensuring the foundation for building a successful practice that delivers personalised advice that builds and protects clients’ financial dreams.
Requirements for joining Momentum and making a difference in financial advice
At Momentum we seek professionals committed to delivering impactful advice and empowering clients to achieve their financial goals.
To join us you’ll need the following:
- South African citizenship.
- Educational qualifications: A matric certificate and preferably FISCA-recognised tertiary education.
- Professional integrity: A clear ITC report and no criminal record.
- Work infrastructure: Access to your own office setup and laptop.
- Mobility: A valid driving licence and your own reliable transport.
- Industry experience: 36 to 60 months in the financial services sector.
- Age range: Ideally between 25 and 40, though candidates up to 55 will be considered.
- Established client connections: A strong client base or a network of potential clients, enabling opportunities to provide personalised, value-driven advice that strengthens client outcomes.
New-to-industry graduates
Starting a career as a financial adviser provides a unique opportunity to establish your own advice business.
At Momentum we will equip you with the required competencies for building a successful, sustainable advice practice.
With a FISCA-accredited financial qualification, we will support you in launching your career as a financial adviser by combining professional advice with a diverse range of financial solutions to help build and protect clients' financial dreams.
What we look for in financial advisers
At Momentum we partner with individuals who are ready to make a meaningful impact through financial advice.
To join us and start your journey you will need:
- South African citizenship. For ensuring alignment with local regulatory requirements.
- Educational foundation: A matric qualification and preferably a FISCA-recognised qualification for supporting your advisory practice.
- Professional integrity: A clear ITC report and no criminal record for establishing trust and credibility.
- Previous work experience: Demonstrating a solid foundation for transitioning into financial advice.
- Work infrastructure: Access to your own office setup, laptop, a valid driving licence, and reliable transport for engaging effectively with clients.
- Age range: Ideally between 25 and 40 for aligning with the demands of the profession.
- Industry experience: 36 to 60 months in the financial services sector.
- Established client connections: A well-developed network or client base, offering opportunities to provide tailored advice solutions that enhance value and deliver meaningful outcomes for clients.
If you are ready to embrace a career focused on building and protecting clients’ financial dreams, Momentum provides the platform to help you succeed.
Join our team today
Contact Momentum Financial Planning
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