Financial Adviser - Cape City

Momentum Milnerton, Western Cape, South Africa

Financial Adviser - Cape City

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Metropolitan is one of the oldest financial services brands in South Africa. With a 127‑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 seven African countries, including Namibia, Botswana, Kenya, Ghana and Lesotho. 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.

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Disclaimer : As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after‑sales service to clients to ensure retention, increase market share and contribute to the overall business objectives and its long‑term viability.

Requirements

• Matric / N4 Equivalent Qualification.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1–2 years’ experience for individuals with undergraduate degree (preferred).
• Strong computer literacy skills.
• Fluency in English.

Duties & Responsibilities

Competencies

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

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