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Digital Financial Wellness Planner

Job in Centurion, 0014, South Africa
Listing for: Momentum
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services provider in South Africa is seeking a Financial Planner to attract, acquire, and retain clients. The role involves creating customized financial plans based on clients' needs and cases. Ideal candidates will have a degree in related fields, sales experience in insurance, and aspirations to become a Certified Financial Planner. This position offers opportunities for career development and adherence to compliance regulations while engaging telephonically and digitally with clients.
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