Want to become a Momentum financial adviser?
Are you considering a career in financial planning? You can make a positive difference in people’s lives by guiding them to financial security and impacting their future with advice on how to manage their money throughout their lifetime.
In our strive to become the most competitive, accountable, and professional in-house financial planning advice business in South Africa, Momentum Financial Planning (MFP) is looking at establishing an expansive and high-performing community of professional financial advisers to sustainably build MFP towards a prosperous and rewarding future.
What we offer you
If you have an entrepreneurial spirit, we have a cutting-edge opportunity for you. Join Momentum directly as a Momentum financial adviser, give advice under our licence, market our innovative products and have access to support from a network of professionals who can assist with all your business requirements. Our interactive online tools are designed to support you when providing quality financial advice to clients. Your job satisfaction lies in knowing that your sound financial advice is helping your clients achieve their hopes and dreams.
Build the advice practice you’re meant for
Momentum Financial Planning is where ambitious advisers belong.
Here, advice is a true partnership — one built to protect, empower and change lives. At MFP, we believe that great advice starts with strong relationships. Our outcome based advice™ approach enables advisers to craft personalised strategies that help clients build and protect their financial dreams, while growing a sustainable, future ready practice of their own.
Whether you're a recent graduate ready to start strong, or an experienced
adviser looking for your next step, MFP offers:
- Training, tools and support to help you thrive as an accredited Momentum Financial Adviser.
- A professional, advice-led environment that values innovation, integrity and putting clients first.
- Has passed the regulatory examinations (RE5)
- Meet Fit and Proper regulatory requirements with regard to personal character and qualities of honesty and integrity
- An opportunity to build a meaningful career helping clients achieve their financial goals.
Who should join Momentum Financial Planning?
At MFP, you’ll find a culture of belonging, robust support structures, and a brand that enhances your credibility — allowing you to focus on what matters most: advice.
Whether you’re an experienced adviser, transitioning into advice, or starting your professional journey, Momentum provides the platform, support and culture to help you thrive.
Experienced financial advisers
Advisers who join to elevate their practices — not rebuild them.
You are an established financial adviser looking for a professional home that
values high standards, long term client outcomes, and adviser independence.
Key criteria:
- Minimum of 3 years’ financial planning experience
- Relevant qualifications and RE5
- Fit and Proper compliant, and proven client engagement track record
Career changers
Turn your professional network into a purpose‑driven advice career.
Seasoned professionals with established networks often make exceptional advisers. Momentum supports career changers by combining structured training, trusted advice processes, and ongoing mentorship — helping you convert connections into meaningful, compliant, value‑driven client relationships.
Key requirement:
- FAIS‑recognised qualification (or willingness to obtain)
- Turn your professional network into a purpose‑driven advice career.
New‑to‑industry graduates
Start your advice career with structure, support and credibility.
Momentum provides graduates with the foundation to launch a successful advice business. Through professional training, outcome‑based advice™ tools and ongoing development, we help you build the competencies needed to grow a sustainable, client‑centric practice.
Unlock your future with Momentum
At Momentum, financial planning is more than a profession — it’s a partnership built on trust, purpose and impact.
As a Momentum Financial Adviser, you will:
- Create personalised advice strategies aligned to each client’s goals
- Apply our innovative outcome based advice™ approach
- Build deeper, longer term client relationships
- Grow a practice supported by leading tools, people and processes
Join a forward thinking business that invests in your growth and empowers you to build a career — and a legacy.
What you’ll get as a Momentum financial adviser
Competitive remuneration
Structured commission model with performance-driven incentives and bonuses.
Recognition and prestige
Access to exclusive annual recognition events and elite achiever conventions.
Growth and development
- Momentum Institute of Financial Planning (MIFP)
- Astute subscriptions
- We cover industry‑related studies (Class of Business, RE5, Wealth Management)
Technology and tools
Cutting‑edge financial planning software, IT support and digital enablement.
Marketing and operational support
Dedicated support to help grow and scale your client base.
Collaborative business model
Work with specialists and leverage a wide range of product solutions.
Succession planning
Tailored succession solutions to protect your legacy.
What you’ll need
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