Job Description

Introduction

Through our client-facing brands, Momentum Group and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Through our client-facing brands, Momentum Group and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.

Requirements

MINIMUM QUALIFICATIONS

Relevant Bachelor's degree required (sales, marketing or related field) FAIS complaint KI qualification will be advantageous and a requirement within 6 months of being appointed in the role

MINIMUM EXPERIENCE

3-5 years' experience in the retail industry preferred, Proven track record in industry related sales management and recruitment of advisers will be an advantage In depth Momentum product knowledge

Duties & Responsibilities

Cultivate financial planning business practices to maintain and equip adviser growth and engagement through continuous management, support, and guidance Recruitment & Onboarding

Grow and sustain the province by attracting, selecting, and onboarding early-career financial advisers, ensuring a strong talent pipeline. Facilitate a structured recruitment process, identifying high-potential graduates and early-career professionals. Assist financial advisers in creating and identifying business opportunities for the practice in line with Momentum's financial wellness philosophy. Facilitate financial advisers in creating partnerships with relevant stakeholders to enhance business growth. Leverage social media and modern engagement tools for recruitment and brand positioning. Drive the adoption of technology to streamline recruitment processes and early-career adviser training. Ensure new advisers successfully transition into the learning and development phase by aligning recruitment efforts with structured onboarding plans.

Activity Management & Performance Tracking

Ensure financial advisers are productive, meeting business targets, and adhering to best practices in client engagement and business development. Coach and activate financial advisers to pursue productivity on the basis of sales through advice and drive the achievement of growth and engagement targets. Equip financial advisers under supervision to establish productive, professional, and enabling relationships with clients. Enable and support financial advisers to provide credible and appropriate expertise and advice to clients, ensuring client growth and retention. Ensure financial advisers embed the holistic Financial Wellness Framework in their service provision. Enable financial advisers to engage with prospective clients in a way that highlights the features and benefits of various products. Drive the use of technology and encourage working in a paperless environment to improve efficiencies. Ensure financial advisers adopt the practice of accurately capturing client information, actions, and sales on business systems/tools. Ensure financial advisers complete all administrative, regulatory, and reporting requirements within agreed timeframes. Utilise VIA and Elite Wealth to audit and review the quality of advice and compliance adherence. Ensuring the early career changers transition successfully to the next phase being integrated into the adviser panel within respective provinces

Early career development and supervision

Guide new advisers through structured learning, supervision, and professional growth. Foster a culture of continuous learning and development. Co-attend client meetings to assess and improve advisory skills. Facilitate coaching and mentoring toward fit-and-proper status. Oversee competency assessments and ensure regulatory readiness.


Enable financial advisers to engage in client centric manner; improving client growth, engagement and retention

Client Engagement, Trust & Brand Representation

Guide financial advisers in fostering trust-based relationships, ensuring client confidence in advisory services. Promote ethical, objective decision-making in client interactions, reinforcing brand credibility. Ensure advisers act as brand ambassadors, positioning Momentum Financial Planning as a trusted partner. Oversee marketing and business development efforts, supporting advisers in expanding their client base.

Client-Centric Advisory & Financial Solutions

Support advisers in assessing client needs and delivering tailored financial solutions. Ensure advisers develop financial plans aligned with client goals and budgets. Enable financial advisers to drive client retention and engagement through proactive service and needs-based advice. Assist in client book analysis to identify opportunities for growth and enhanced engagement.

Coaching, Supervision & Development

Coach and mentor advisers to develop strong client engagement and sales skills. Conduct performance assessments, identifying development areas for continuous improvement. Ensure advisers achieve TCF (Treat Customers Fairly) outcomes through ethical supervision. Support advisers in lead conversion and client engagement planning. Activate advisers to network strategically, leveraging relationships for business growth.

Service Excellence & Relationship Building

Encourage a culture of sustainable relationships, fostering ongoing client engagement and feedback. Ensure advisers proactively resolve client queries, enhancing overall service quality. Drive a client-first approach, ensuring an exceptional client experience at every touchpoint

Self-management and teamwork (People)

Develop and maintain productive and collaborative working relationships with financial advisers, peers and stakeholders Develop and practice supervisory skills relevant to the process of training, coaching, assessing, and reviewing skills of financial advisers Demonstrate exemplary corporate citizenship in line with value-based behaviour's through personal involvement, commitment and dedication Continuously develop own expertise in terms of professional, industry, regulatory and legislation knowledge Contribute to continuous innovation through the development, sharing and implementation of new ideas Take ownership for driving own career development, regulatory adherence and ethics Take ownership to maintain product competence and fit and proper status Accurately and timeously complete all regulatory declarations and/or reporting requirements within agreed timeframes

Ensure financial planning and advice is practiced according to relevant regulation

In collaboration with Key Individual, ensure financial advisers act with due care, skill and diligence in the execution of all duties. Contribute to the adherence of financial advisers to the standards and rules set by legislation. In collaboration with Key Individual, monitor and review the fulfilment of contractual obligations as agreed to Instil a culture of treating customers fairly in all aspects of the business. Manage financial and other company resources under own control responsibly and with due respect Adhere to business and industry rules and regulations Understanding and knowledge of financial advice, engagement and product support Understanding and knowledge of Momentum products and solutions

Competencies

Business Acumen

Customer/ Stakeholder Commitment

Drive for Results

Leads Change and Innovation

Collaboration

Impact and Influence

Self-Awareness and Insight

Diversity and Inclusiveness