Momentum Financial Wellness Practice is an exciting Momentum initiative and we are recruiting established financial planners who are looking for a new challenge.
Craffies Financial Services (Pty) Ltd, a Momentum Financial Wellness Practice located in Westdene, in Bloemfontein, is looking for:
Established financial planners – who want to use the Momentum financial wellness framework and best-of-breed products as a comprehensive and persuasive platform to guide clients to financial wellness.
Is this you?
- Are you passionate about your client's dreams and Financial Wellness?
- Are you successful in executing your own and your organisational goals and strategy?
- Are you a team player and enthusiastic about working for a leading and innovative financial services brand?
If this describes you and, like us, you believe in the value financial planning add to people’s lives, then you are ready to join our dynamic team.
This is us
When it comes to people and innovation, we value self-starters and independent go-getters. It’s one of our values and describes how we believe in our people and how passionate we are about helping you to maximise your performance potential. This is another reason to join our team and representing a leading SA financial services brand.
This is the role for you
Our primary clients are focused towards the middle market, professional, high net worth and targeted individuals, families and businesses.
As financial planner, you will be responsible for sourcing and developing new clients and maintaining customer relationships, as well as the delivery of financial wellness strategies to the client. This will involve new business development, maintaining regular communication with clients, and working in consultation with their accountants, lawyers, etc. where applicable.
Also, this position requires that the financial planner works well with client support personnel, including product specialists and administrators, in delivering best-of-breed financial solutions and other pertinent financial services.
Our ideal candidate is:
A finance/commerce/marketing graduate, is Fit and Proper and has at least three years’ experience.