Financial Advisors

AtripleA Recruitment & Temps; Cape Town, Centurion; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A recruitment agency is seeking a Financial Advisor specializing in health products to acquire and grow a client base in Cape Town. The role requires expertise in financial planning, client engagement, and compliance with regulatory requirements. Candidates should have at least 1 year of experience in financial services and relevant qualifications. The position offers leads, administrative support, and a competitive remuneration structure.

Benefits

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Qualifications

• Minimum 1 year experience in financial services.
• Meet FAIS requirements based on DOFA.
• Class of Business Certificates and RE 5 must be completed within specified time frames.

Responsibilities

• Provide strategic advice on Medical Aid, Health Insurance, and GAP Cover.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs.
• Sell products aligning with clients’ financial requirements.

Skills

Financial advice

Client relationship management

Sales ability

Education

Matric / equivalent

FSCA-approved qualification

Job description

Financial Advisors Specializing in Health (Centurion and Cape Town)

Role Purpose :

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

Qualifications and Requirements :

Minimum 1 or more years’ experience in the financial services industry.

Matric / equivalent.

Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)

Within 1 year of DOFA, relevant Class of Business Certificates must be completed.

Within 2 years of DOFA, RE 5 must be completed.

Within 6 years of DOFA, hold an FSCA-approved qualification.

Key Duties and Responsibilities :

Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.

Respond to client queries and resolve issues promptly.

Engage with prospective clients to understand their financial needs and offer suitable products.

Sell products that align with clients’ needs and financial requirements.

Comply with legislative regulations and adhere to all compliance requirements.

What they offer :

Leads and infrastructure are provided.

Administrative support.

A lucrative remuneration structure that rewards dedication and hard work.

A supportive and dynamic work environment.

The chance to make a significant impact on clients’ lives through expert financial advice and health solutions.