Role SummaryHave you completed a tertiary qualification and are you aspiring to enter the financial service industry with the aim of being a professional financial adviser? Well, this opportunity is for you!Job Description
MFP Financial Adviser Programme: New-to-Industry Graduates

Have you completed a tertiary qualification and are you aspiring to enter the financial service industry with the aim of being a professional financial adviser?? Well, this opportunity is for you! Our value proposition allows for on-the-job training, mentorship, and virtual and classroom learning while being remunerated for the duration of the MFP Financial Adviser Programme.

Role Purpose:

The Momentum Financial Planning (MFP) cluster is responsible for face-to-face financial planning within the South African context and within the legislative and regulatory environment. Through establishing long-term relationships, a Momentum Financial Adviser provides clients across different market segments (middle-income, affluent, professional market and business) with holistic financial planning by providing a comprehensive range of appropriate and competitive solutions. This includes traditional life insurance, risk and savings products, investment, retirement, health and fiduciary services as well as short-term insurance. In line with our Financial Wellness philosophy, we intend to create wealth for our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

Key Performance Areas

• Maintain and equip client growth and engagement through continuous networking, support and guidance.
• Engage in a client-centric manner to build strong relationships, trust and retention.
• Self-management and teamwork (People).
• Contribute to financial planning and advice.
• Drive activities towards sales through sound and reliable advice.

Responsibilities include but are not limited to:

• Attend classes and participate in all learning opportunities available.
• Successfully complete all assessments, presentations, and other required evaluations.
• Receive feedback positively and implement it.
• Build professional relationships with fellow advisers and clients.
• Cultivate a network of clients and adopt to a sales and advice-driven mindset.
• A growth mindset and passion for learning.
• Willingness to learn and develop industry related skills.
• Successfully transition from the programme into the field.

Minimum Requirements:

• Grade 12
• FAIS recognised qualification or tertiary qualification is required.
• Previous work experience would be advantageous.

Competencies:

• Willingness and ability to learn.
• Adoption and seamless use of technology.
• Self-starter and disciplined entrepreneur.
• Strong interpersonal skills and networking ability.
• Problem-solving ability.
• Commitment to ensuring long-term success of client outcomes.
• Ability to close business through logical, incremental steps.
• Long-term partnership approach: with provider and client.
• Adaptability to different client needs and approaches.
• Driven by client outcomes supported by quantitative results.
• Ability to prioritize tasks.
• Attention to detail.
• Ability to cultivate long-term relationships based on trust, consistency, principles of ethical advice and partnership.

More about the Programme:

In the context of our business, this programme is suitable for candidates who are eager to undertake intense and specialised training for the role of a financial adviser through a structured on-the-job training plan, under the mentorship of our experienced Learning and Development Counsellor/FAIS Supervisors. Through our Programme, you can enhance critical entrepreneurial skills while earning a salary. This salary is earned during the determined training period only, which is funded by the business. At the end of the training programme, you will be equipped with expert knowledge and skills that will set you up for a successful career within the Financial Planning industry. By taking up a variable income industry-related role, you will be able to determine your own salary by having unlimited earnings potential.