Friday , September 29 2023

Momentum Credit Vacancies – Advisor

Website Momentum

Job Description:

To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.


Job Responsibilities:

  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
  • Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
  • Accurately identify problems and proactively solve them
  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
  • Timeously complete all administrative and reporting duties related to the role
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
  • Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
  • Build sound relationships with others through honesty, trust and respect
  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
  • Effectively manage time and ensure optimal productivity
  • Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
  • Conduct client financial needs analysis in order to develop and implement a customised financial plan to achieve clients’ financial goals

Job Requirements:

  • Grade 12 or an equivalent NQF4 qualification plus 6 years any working experience
  • Grade 12 with post matric qualification equivalent of NQF5 plus 3 years any working experience
    Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
  • Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: East London

Application Deadline: N/A


Apply Here