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Financial Planner Assistant



Are you looking to earn an income/extra income working from home with flexible hours?

This position allows you to work from the safety of your home, minimising your expenses and maximising your earning potential.

Part-time or Full-time Position

We have an opportunity for suitable candidates to work on either a full-time or part-time basis.

This is a great opportunity to start slowly and build a career in the financial planning industry.

comission based position

Remuneration comprises both once off and recurring commission.

The more effort and time you put in the more you will earn – no initial basic salary.

Looking for a new career?

Join Ubuntu Capital

Take the first step towards a highly rewarding and satisfying career!


Our commitment at Ubuntu Capital is to ensure that your new career is a success.

While virtually every person needs our services, we strive to provide our clients with access to the most professional services in the industry. To be able to achieve this we need to be totally invested in our employees and provide them with the environment that will allow them to succeed.

Financial planning is a high responsible and important function that has a fundamental impact on peoples lives and therefore our Planners and Assistants need to have the knowledge, skills and understanding to provide the necessary advice and service.

How do we ensure your success?


Ubuntu Capital is able to provide a unique opportunity for “new to industry” aspiring financial planners to become Financial Planner Assistants thereby enabling you to learn from others and grow into the industry while working flexible hours and building up a recurring income.

As a financial planner assistant you will receive:


Comprehensive online training programme through our academy.

This includes an intensive programme that ensures that you receive focused industry, sales and product knowledge.


You will start by focusing on one product line and grow your product knowledge gradually as you build your own client base and recurring financial remuneration.

Your assigned Financial Planner will help you with training, advice, guidance and joint-calls.


You get access to our innovative systems that ensure that your:

  • Productivity is maximised
  • Potential opportunities are realised
  • Communications are efficient and effective.

Ubuntu Capital is a Momentum Franchise

Ubuntu Capital is very proud to be a part of the Momentum family as this means that you are:

  • Associated with a market leading and respected brand
  • Able to offer a comprehensive range of products from investments, healthcare, short-term, risk to fiduciary
  • Able to offer your clients the game-changing Multiply rewards programme

As a franchise operation our success is wholly dependent on the success of our financial planners and assistants.

This ensures that we are constantly focused on implementing initiatives and other interventions that maximise the opportunities of our employees.



Candidates must be prepared to undergo a comprehensive online training programme which includes online assessments to establish competency and provide them with the necessary knowledge to fulfill the role. Candidates MUST have their own computer and cell phone and be confident talking to people as there is a large sales focus to the position. Having good computer skills such as a basic knowledge of how to use Word, Excel, Outlook and OneDrive is key.
You are expected to have access to a decent internet connection. The business will supply you with a business phone number and airtime to make calls.

Start Today

In keeping with our name, Ubuntu, we provide an environment where we all strive to help and assist each other and ultimately create a workspace which you want to be a part of.

Take the next step by either entering your details so that we may contact you or apply online as provide below.