Overall
Promotion
Salary
Work/life balance
Culture
Leadership
Work Experience
Good working environment Team work among collleques Diversity Deadline orientated work and month end deadline Excellent relationship and good communication with co workers to achieve objectives on objectives
Pros: Great opportunity for growth and exposure
Cons: 7:30 to 3:30
Was this review helpful? 
+0 
-0
Learning curve
Career Objectives SHORT TERM: Based on which organization I work for I would like to use my creativity and energy to develop and improve all that is around me for both business growth and personal experience. I believe knowledge and experience is the key to success and all that will bring me these I will utilize for the gain of all LONG TERM: career growth with intentions of attaining a senior position within the company working for and education growth by continuing to study on part-time basis so as to broaden my career outlook. I believe that you are never too old to learn or develop new skills and competencies. I would like to become an asset to the company rather than just another employee.
Pros: Great place to work
Cons: Very relaxed
Was this review helpful? +0 -0
Great opportunity
I work with a team of 6 colleagues though i am always not in the office out seeing clients,We have the greatest relationship.My typical day starts at 7:30 with going through my mails and giving feedback if there are outstanding issues,Then proceed to my meetings with broker/clients which we discuss array of issues could be servicing issues,planning marketing activities or having client joint call either with me alone or with our specialists.More than anything i have learnt professionalism,my work ethic has improved.I enjoy mostly to interact with different people and learn a lot from them.The most challenging aspect is the fact that it is a third party marketing JOB so i have a little control of the outcome.
Pros: growth
Cons: traveling a lot
Was this review helpful? +0 -0
Great learning curve for my career
My job is very flexible, I get to define my job description on a daily basis, I am the captain of my own ship with weekly reporting to my manager. I have very supportive core workers. We help each other resolve difficult cases which we come across with our clients. I have learnt how to manage a business from administrative work, being Tax compliant to financial planning duties and keeping my diary updated every day. On the other hand the job is really challenging because I have limited resources to run my practice. All business costs are my responsibility, there are months where I struggle to get business and being commission based its really frustrating.
Pros: The job is very rewarding we have bonus
Cons: There are limited reources I have to bear all business expenses
Was this review helpful? +0 -0
Learning Opportunity
My typical work day Is so challenging because I dealt with different client everyday with different understanding especially on investment(our business) Relationship with co-workers Hardworking, Result-Oriented, Self starter, Team player, Disciplined, Ambitious, Innovative, Good working to deadlines and highly adaptable. What I have learnt Respect people and they cultures, Private and confidential for client's documents. respect company policy and respect time. Enjoy Most Team work, support from management, Entertainment. Most challenging System /Unfair treatment
Pros: Moving to other department as i am a person willing to understand business.
Cons: Sometimes not working as a team make day to be long
Was this review helpful? +0 -0
Good experience
One the best company to work for. Always one has to prospect, such new avenue. We work independently. Most challenging was to service the existing clients, mostly whites would prefer white advisers.
Pros: Opportunity to develop one's character
Cons: Flexible working hours
Was this review helpful? +0 -0
I would like to learn more and grow Yes
I pride myself by getting along with ALL walks of life I am dedicated Typical day at work,stressful, BUT work easy under pressure I learn all day at work, busy body need to know the ins and outs so i can preform my ultimate best I enjoy the most is a good days work as i am passionate about what new challenges lay ahead. Most chalenging i would say i by getting along with co workers, but nah me, i will crawl into there hearts as this is who i am.
Pros: any promotion is what one works for eveyday.
Cons: Nope long hours dont bother me. no one to rush home to.
Was this review helpful? +0 -0
Importance of integrity in a financial services industry.
Very strong passion about Financial planning industry with more than 5 years in a client facing role giving holistic financial advice to clients. I have just completed my Post graduate diploma in Financial planning and I will be writing CFP Competency exam in February next year. I have got RE5 FAIS regulatory exam. My strong passion is with Pre & Post Retirement planning.
Pros: Hardworker
Cons: None
Was this review helpful? +0 -0
Educational opportunity
Experienced Operational Specialist with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Microsoft Word, Sales, Customer Relationship Management (CRM), and Direct Sales. Strong finance professional with a UCT Accounting Certificate@GetSmarter focused in Accounting from GetSmarter. Would like to grow in the Business Analysis role as I also hold a BA certificate from FTI as well as Business Process Modelling& Mapping
Pros: fund our education
Cons: not much career growth
Was this review helpful? +0 -0
Adding value continuously
As part of the digital strategy for Momentum Investments, I am responsible for the digital enablement and ease of doing business. The scope of my role is around managing the change, communications and upskilling required to ensure all business units can effectively deliver the business value required on digital platforms. As part of the roadmap, we have successfully digitized the proposal and application process.
Pros: great culture
Cons: lack os strategic overview
Was this review helpful? +0 -0
Latest Momentum jobs
Business Development Consultant - Eastern Cape
PortElizabeth
Financial Advisor-Umhlanga
Durban
Contracts Manager
Centurion
Payroll Manager
Durban
© Copyright 2024 Zigo.co.za All Rights Reserved.
