Financial Advisor | Momentum Health - KZN

KwaZulu-Natal
Salary: Market Related (Negotiable)
Job Type: Permanent
Sectors: Banking Business Management Health & Safety
Reference: copy-copy-Financial Advisor | Momentum Health

Apply before Dec 23 2025 | 18 Days left

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Vacancy Details

Employer: Momentum

Role Purpose

To provide financial guidance and support to clients by understanding their financial goals, needs, and risk tolerance. This role is responsible for delivering strategic advice on a range of health-related financial products including Medical Aid, Health Insurance, Health Saver, and Gap Cover Insurance while preparing and reviewing tailored financial plans.

Duties and Responsibilities

• Meeting with clients to determine their financial goals, needs, and risk tolerance

• Providing strategic advice on various financial products and services, such as Medical Aid, Health Insurance, Health Saver, Gap Cover Insurance etc.

• Preparing and reviewing financial plans and ensuring their accuracy and suitability

• Responding to client queries and resolving any issues

• Supporting investment professionals and cultivating client relationships

Required Skills

Healthcare Sales Experience: 1 to 2 years

Candidate Requirements

• Matric / Equivalent

• FSCA approved qualification or in a process to complete a FSCA approved qualification

• FAIS Compliance Requirements

• Class of Business: Health Services Benefits

• Regulatory examination (RE) 5

• 2 years healthcare sales experience

• Own Vehicle/ access to a reliable vehicle

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About Momentum

Momentum Financial Planning (MFP) is part of Momentum Group Limited, a significant player in South Africa's life insurance and integrated financial services sectors. We are dedicated to building and protecting our clients' financial dreams. At MFP, our professional financial advisers recognise the challenges faced by South Africans and understand that everyone has distinct financial goals. That’s why we offer comprehensive solutions designed for every stage of life. Through our unique client value proposition, we deliver holistic financial solutions, guiding clients with personalised advice.

With 126 years of proud heritage, we have been building and protecting clients' financial dreams through our client-facing retail and specialist brands.