Financial Adviser – Peninsula needed at Momentum Metropolitan Holdings Limited

Save 3 weeks ago

Job title : Financial Adviser – Peninsula

Job Location : Western Cape, Bellville

Deadline : August 04, 2024

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  • Matric/ N4 Equivalent Qualification.
  • FAIS requirements based on DOFA date
  • Relevant regulatory examinations if you are already working in the financial services industry.
  • 5 years’ experience for individuals with matric
  • 1-2 years’ experience for individuals with undergraduate degree (preferred)
  • Strong computer literacy skills
  • Fluency in English

Duties & Responsibilities

  • Engage with prospect clients to understand their financial needs.
  • Sell products that align with the clients’ financial requirements.
  • Accurately record client information and sales details
  • Achieve targets related to production, quality and conversion.
  • Comply with legislative regulations and adhere to all compliance requirements.


  • Verbally fluent
  • Numerical reasoning ability
  • Be able to plan and manage their time.
  • Self-reliant
  • Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
  • Manage relationships well.
  • Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
  • Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

  • Sales / Retail / Business Development  jobs

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