MFP – Momentum Financial Planning JOIN an opportunity to enhance your Career.

Momentum

West Coast · South Africa

Salary not listed

Level: Mid-level
Contract: Permanent
On site or Remote: On-site
Posted: 1h ago

About this role

MFP offers comprehensive training for the next generation of Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to position the new advisers for success. Job Objectives: · Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients. · Conduct detailed clients' financial needs analys…

This is a summary. The employer's full description, including requirements and benefits, is on their own listing.

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