Financial Planner

at Momentum Financial Services
Location Durban, Durban, South Africa
Date Posted
Category Finance
Work Hours Day
Salary Units MONTH
Currency ZAR





Momentum Financial Services Franchise is currently seeking

to recruit between 25 to 30 vivacious and talented young Commerce graduates to

join their recruitment and training program as trainee Financial Advisors. The

training program aims to provide insight, information and assistance on

financial planning, risk and asset management.


No prior knowledge of Accounting or Finance is required, as comprehensive training and supplementary material will be provided to all

successful incumbents who qualify to join the program.


Remuneration will be based on a competitive commission structure only. Trainees will receive a stipend during their training period.

Communication will be limited to shortlisted candidates only.


Minimum Requirements:


Applicants must meet the following minimum requirements


Must hold a BCom/BBA degree with majors in any of the following subject

combinations (Marketing, Supply Chain Management, Management &

Entrepreneurship, Finance, Economics, Accounting or IS&T)

Own a laptop

Must have a Driver’s License

Have access to your own Transport by

completion of training (if you need to visit clients)

Must be Older than 23 years

Clean Criminal and disciplinary Record

Ability to communicate proficiently in

English both verbally and in written communication

To join New and Dynamic Momentum Franchise

in Durban North


Duties and Responsibilities:


Successful incumbents will be expected to perform the following duties and responsibilities

upon appointment in their respective portfolio: -


Ø  Arrange and facilitate one-on-one meetings with clients (virtually when necessary)


Ø  Be agreeable to a Mentor-Mentee Mentorship program especially within the first

year of employment to ensure compliance with the principles and practices of

the Franchise and to ensure that sound financial advice is implemented by



Ø  Must be amenable to work independently and within teams.


Ø  Must be performance and goal oriented.


Ø  Must be able to work under stress and pressure.


Ø  Incumbent must be consumer oriented.


Ø  Must be willing to attend compulsory training and debriefing sessions.


Interested candidates can send their CV

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