Trainee Financial Advisor

About the role

Momentum Metropolitan Namibia is seeking a Trainee Financial Advisor to attract, acquire and retain clients by selling financial products and providing after‑sales service. The role supports client financial wellness and contributes to business growth.

Key responsibilities

• Engage prospective clients, highlight product features and conduct affordability analysis to meet their financial goals.
• Provide financial advice, calculate tax and legal implications, and ensure compliance with legislative requirements.
• Accurately capture client information, complete administrative and reporting tasks within agreed timeframes.
• Investigate client queries, provide timely feedback, and escalate issues when necessary.
• Build and maintain relationships with clients, internal and external stakeholders, and contribute to a culture of exceptional client service.

Required profile

• Minimum 2 years experience in a financial advice role (essential).
• Bachelor’s degree in Financial Planning, Business, Finance, Economics or equivalent.
• Certificate of proficiency in Insurance or equivalent qualification.
• Relevant legislative/regulatory exams or certifications such as Certified Financial Planner (CFP) or equivalent.

Required skills

• Strong communication and interpersonal skills.
• Planning, influencing and analytical abilities.
• Knowledge of the financial services industry and relevant legislation.