Site url: https://www.momentum.co.za/momentum/personal/products/momentum-financial-planning/financial-planners
Pagecontext: org.apache.jasper.runtime.PageContextImpl@e2bdffc4
NameValue
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/datatype/content/resource-collections}ibm.portal.sharing.scope.page
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v8.0/portal-contextual-portal}ibm.portal.sharing.scope.page
wcm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
flush.cache?01102021
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/publicparams}path-infoibm.portal.sharing.scope.page
breadcrumb.enabledtrue
hero.imagehttps://retail.momentum.co.za/images/stock/financial-planning-mfp-landing-1-1.jpg
param.template.pageZ6_48GC1K80O0FH90QS83FHN530K6
param.sharing.scope.{http://www.ibm.com/xmlns/prod/websphere/portal/v7.0/portal-contextual-portal}ibm.portal.sharing.scope.page
hide.childrentrue
param.sharing.scope.{http://ibm.connections.com/portlet}ibm.portal.sharing.scope.page
label.namepersonal
sitecontext:personal
ibm.template.oidZ6_48GC1K80O0FH90QS83FHN530K6
menu.dividertrue
menu
A man in a smart suit sitting at a table having coffee.

Want to become a Momentum Financial Planner?

Are you considering a career in financial planning? You can make a positive difference in people’s lives by guiding them to financial security and impacting their future with advice on how to manage their money throughout their lifetime.

In our strive to become the most competitive, accountable, and professional in-house financial planning advice business in South Africa, Momentum Financial Planning (MFP) is looking at establishing an expansive and high-performing community of professional financial advisers to sustainably build MFP towards a prosperous and rewarding future.

What we offer you

If you have an entrepreneurial spirit, we have a cutting-edge opportunity for you. Join Momentum directly as a Momentum financial adviser, give advice under our licence, market our innovative products and have access to support from a network of professionals who can assist with all your business requirements. Our interactive online tools are designed to support you when providing quality financial advice to clients. Your job satisfaction lies in knowing that your sound financial advice is helping your clients achieve their hopes and dreams.

Two guys sitting at a table having a conversation with a lap top in front of them.

Our product offering

Our purpose is to help fulfill your clients’ lifelong financial needs with relevant and unique solutions to suit their pockets and their individual circumstances. Our innovative products cover a broad spectrum of risk, insurance, savings and investment and healthcare solutions.

We offer the following as part of our holistic financial solutions

Investment and Savings

Whether a client’s investment need is growth, income, or capital preservation, Momentum Wealth can meet the need by providing access to customised local and international investment and retirement solutions for individuals, companies, close corporations, and trusts.

Estate planning,
wills and trusts

A specialised estate planning service that incorporates holistic estate structuring and planning that helps clients realise their asset protection and succession planning needs in a tax-efficient manner.

Car and Home Insurance

Momentum car and home insurance provides cover for clients’ valuable possessions and assets. Expert advice and affordable insurance offer protection when a client experiences loss or damage to their personal belongings.

Commercial short-term insurance

Comprehensive business insurance tailored for various industries that covers a range of possible damages or disruptions to business.

Life Insurance

Myriad is a market-leading insurance product that provides cover in the event of death, disability or critical illness. We pride ourselves in our comprehensive and objective claims criteria.

Retirement planning

An exciting range of investment products, each designed to cater for clients’ investment needs in the pre-retirement phase of their lives, managed by leading South African fund managers.

Healthcare

Momentum Health solutions help clients safeguard and improve their health, while also preserving and growing their wealth. From offering free preventative screenings to savings on contributions and a strong claims-paying ability, the success of this philosophy underpins the growing popularity of Momentum Health.

Employee benefits

Financial and physical health have the biggest impact on employees’ productivity. If an employer takes care of their employees’ financial and physical health, it lowers their stress levels, resulting in more productive employees. Momentum’s FundsAtWork solutions have been designed to enable employees with income continuation for various life circumstances and events, such as disability, retirement, or death.

Momentum Multiply

Momentum Multiply is a wellness and rewards programme that helps clients to make better life choices, both physically and financially. It focuses on four important life aspects: looking after your finances, being safer, being active, and being healthier. Multiply offers numerous benefits and value-add products exclusively to Momentum clients. The financial and lifestyle benefits of joining Multiply far outweigh the costs. The more points members earn, the better their status, and the more the rewards.

A woman’s hands gently holding a tree seedling over fertile ground.

How we’ll support you

We take care of the complicated business processes so that you can focus your time and energy on building sound client relationships.

We provide

Support to ensure you remain fit and proper as required by the Fit and Proper regulations, which include access to an online learning system to complete and keep record of product training assessments; access to an approved training provider for class-of-business training; and access to Momentum’s corporate membership with the Financial Planning Institute (FPI) and a number of verifiable Continuous Professional Development (CPD) activities.
Financial planning tools to help your clients with their financial plans by providing recommendations, proposals, and insights into supporting house views.
Comprehensive business support, product, and service support, as well as advisory service whenever you need assistance.
Ongoing training and upskilling through the Momentum Academy.
The FSP licence, which takes care of the regulatory requirements including compliance, regulatory reporting, and monitoring to the Financial Services Conduct Authority (FSCA).
Digital solutions to promote ease of doing business with Momentum and clients.
An efficient commission payment process.

What we’re looking for

We’re looking for experienced and new-to-industry financial advisers who meet the following requirements and skills:

Two men sitting at a table talking and having coffee with an open laptop in front of them.

Experienced financial planners

  • Minimum of three years’ financial planning experience
  • Has obtained the relevant qualifications
  • Has passed the regulatory examinations (RE5)
  • Meet Fit and Proper regulatory requirements with regard to personal character and qualities of honesty and integrity
  • A proven track record in successfully dealing with clients

Career changers

Seasoned professionals with a well-established network of business contacts and potential clients can seamlessly transition into a rewarding career in financial advice. Momentum will provide the support and the resources needed to transform these connections into meaningful advisory relationships.

A Financial Sector Conduct Authority (FISCA)-accredited qualification is a requirement, ensuring the foundation for building a successful practice that delivers personalised advice that builds and protects clients’ financial dreams.

Requirements for joining Momentum and making a difference in financial advice

At Momentum we seek professionals committed to delivering impactful advice and empowering clients to achieve their financial goals.

To join us you’ll need the following:
  • South African citizenship.
  • Educational qualifications: A matric certificate and preferably FISCA-recognised tertiary education.
  • Professional integrity: A clear ITC report and no criminal record.
  • Work infrastructure: Access to your own office setup and laptop.
  • Mobility: A valid driving licence and your own reliable transport.
  • Industry experience: 36 to 60 months in the financial services sector.
  • Age range: Ideally between 25 and 40, though candidates up to 55 will be considered.
  • Established client connections: A strong client base or a network of potential clients, enabling opportunities to provide personalised, value-driven advice that strengthens client outcomes.

Young lady wearing a graduation hat looking at the sky with a broad smile.

New-to-industry graduates

Starting a career as a financial adviser provides a unique opportunity to establish your own advice business.

At Momentum we will equip you with the required competencies for building a successful, sustainable advice practice.

With a FISCA-accredited financial qualification, we will support you in launching your career as a financial adviser by combining professional advice with a diverse range of financial solutions to help build and protect clients' financial dreams.

What we look for in financial advisers

At Momentum we partner with individuals who are ready to make a meaningful impact through financial advice.

To join us and start your journey you will need:
  • South African citizenship. For ensuring alignment with local regulatory requirements.
  • Educational foundation: A matric qualification and preferably a FISCA-recognised qualification for supporting your advisory practice.
  • Professional integrity: A clear ITC report and no criminal record for establishing trust and credibility.
  • Previous work experience: Demonstrating a solid foundation for transitioning into financial advice.
  • Work infrastructure: Access to your own office setup, laptop, a valid driving licence, and reliable transport for engaging effectively with clients.
  • Age range: Ideally between 25 and 40 for aligning with the demands of the profession.
  • Industry experience: 36 to 60 months in the financial services sector.
  • Established client connections: A well-developed network or client base, offering opportunities to provide tailored advice solutions that enhance value and deliver meaningful outcomes for clients.
If you are ready to embrace a career focused on building and protecting clients’ financial dreams, Momentum provides the platform to help you succeed.

Join our team today

If you have a strong desire to succeed and a passion for partnering with clients on their journey to success, send your CV to [email protected]

Contact Momentum Financial Planning

General financial planning



Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.

Client service and claims



Based on your selection during the telephonic prompts, you will be routed to the relevant product call centre.

We and our selected partners use cookies to enhance and personalise your experience on our website.Please see our cookie policy for more information.

To enhance your user experience on our site, read the website terms and conditions about our supported browsers.

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.

Tell us more!
We're always looking for ways to improve your online experience. Please take a moment to complete the
2-minute questionnaire.