Financial Advisor, Paarl - Momentum Metropolitan Holdings Limited

eg. Accountant or Accounting or Kempinski



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Metropolitan is one of the oldest financial services brands in South Africa. With a 116 year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security.

Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland.

Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance. www.metropolitan.co.za

ROLE PURPOSE

To enhance the lifetime financial wellness of people, their families, and their communities through empowerment and education.

 

RESPONSIBILITIES AND WORK OUTPUTS

  • Conduct needs analysis to understand and enhance client’s financial wellness

  • Create financial plans for clients that address their financial wellness needs

  • Offer solutions (products) to clients to address their financial wellness needs

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  • Present information-sharing sessions on financial planning topics

  • You will spend a fair amount of time traveling to clients

  • You will perform an end to end function which include client analysis, financial wellness analysis, diary management, and administration

  • Metropolitan provides Financial Wellness solutions that meet the needs of middle and low-income clients

  • Our products include funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.

  • Interested in finance/sales/service, demonstrated through their previous work experience or studies

  • See financial advice as a career and invest in it

  • Have a clear understanding of the role

  • Understand and adapt the approach to meet the needs of the client

 

COMPETENCIES REQUIRED

  • Verbally fluent

  • Numerical reasoning ability

  • Be able to plan and manage their time

  • Self-reliant

  • Be resilient (drive, determination, risk tolerance, bounce back after setbacks)

  • Manage relationships well

  • Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent)

  • Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high-risk environment, autonomy

 

REQUIREMENTS

 

  • Grade 12 OR an equivalent NQF4 plus 3 years working experience OR Grade 12 with post-matric qualification plus 1-2 years working experience

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  • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA

  • The candidate that is fully Fit and Proper as per the FSCA requirements needs to have an RE5, FSCA recognized qualification, minimum 1-year financial services experience in the applicable sub-category, and proof of CPD hours completed per sub-category.

  • Candidate must have a minimum of 2 years experience selling Financial products

  • Computer literate (Required)

  • Fluency in English (Required)

  • Driver’s license (Preferred, but not required)

  • Own transport (Preferred, but not required)

 

 

 

LOCATION

This position is currently available in our Boland Region, at our Paarl office.

 

DISCLAIMER

 

  • Only online applications submitted via our careers page will be considered.

  • Internal team members must inform their manager of their application. Your manager must be aware of and support your application.

 

 

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How To Apply