Financial Advisors
AtripleA Recruitment & TempsCape Town, Western Cape, South Africa30+ days ago
Job descriptionProvide 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. 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.
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
What they offer
#J-18808-Ljbffr
Create a job alert for this search
Financial Advisor • Cape Town, Western Cape, South Africa
Related jobs
![Financial Advisor - Long-Term Insurance / investments / short term insurance / holistic financi[...]](https://cdn-logos.talent.com/v1/logo/image?feedcode=whatjobs-za&company_name=Oxyon%20People%20Solutions)
%20Ltd.)
- Promoted
Aspiring Financial Adviser (Sommerset West)
Old MutualCape Town, ZA Job title : Aspiring Financial Adviser (Sommerset West).Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser.
We are looking for self-motivated and dynamic individuals who have a...Show moreLast updated: 30+ days ago
- Promoted
- New!
Financial Advisor - Cape Interior
Momentum Metropolitan Holdings LimitedCape Town, ZA Job title : Financial Advisor - Cape Interior.Job Location : Western Cape, Cape Town.Role Purpose .Attract, acquire and retain clients by selling company products to generate new ...Show moreLast updated: 22 hours ago
- Promoted
Part-time Financial Advisor
Old MutualCape Town, ZA Job title : Part-time Financial Advisor.Job Location : Western Cape, Cape Town.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of ...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor - Long-Term Insurance / investments / short term insurance / holistic financi[...]
Oxyon People SolutionsCape Town, Western Cape, South Africa We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance.
The ideal candidate will have a strong background in financial services, pa...Show moreLast updated: 30+ days ago
- Promoted
Advancing Financial Adviser ( Somerset West )
Old MutualCape Town, ZA Job title : Advancing Financial Adviser ( Somerset West ).Job Location : Western Cape, Cape Town.Qualifications and Experience .
A minimum of Matric or equivalent .A minimum 12 months’ fi...Show moreLast updated: 30+ days ago
- Promoted
Aspiring Financial Adviser ( Claremont)
Old MutualCape Town, ZA Job title : Aspiring Financial Adviser ( Claremont).Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser.
We are looking for self-motivated and dynamic individuals who have a pas...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisory Administrator-2
FNB South AfricaCape Town, ZA Job title : Financial Advisory Administrator-2.Job Location : Western Cape, Cape Town.Identify and escalates potential risks that may lead to increased costs.
Prevent wastage and identify process im...Show moreLast updated: 13 days ago
- Promoted
Financial Advisor / Planner
IGrow Wealth InvestmentsCape Town, ZA Job title : Financial Advisor / Planner.Job Location : Western Cape, Cape Town.An exciting opportunity awaits financial advisors with South Africa’s number one investment company—a chance to transf...Show moreLast updated: 23 days ago
- Promoted
Financial Advisor and Risk Consultant
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town, Western Cape, South Africa Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.
Minimum 5 years’ experience as a Broker Consultant or Life Insuran...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisory Administrator-1
FNB South AfricaCape Town, ZA Job title : Financial Advisory Administrator-1.Job Location : Western Cape, Cape Town.To provide efficient and effective administration support to financial advisors ensuring more customers and mor...Show moreLast updated: 13 days ago
- Promoted
Advancing Financial Adviser-CPT
Old MutualCape Town, ZA Job title : Advancing Financial Adviser-CPT.Job Location : Western Cape, Cape Town.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser&...Show moreLast updated: 30+ days ago
- Promoted
Advancing Financial Adviser- CPT
Old MutualCape Town, ZA Job title : Advancing Financial Adviser- CPT.Job Location : Western Cape, Cape Town.A minimum of Matric or equivalent.A minimum 12 months’ financial services experience as a Financial Adviser.A min...Show moreLast updated: 15 days ago
- Promoted
Financial Advisor (Investment Specialist)
Milton ResourcingCape Town, Western Cape, South Africa My client is a reputable and award-winning independent financial advisory firm with branches in.Johannesburg, Cape Town, and Durban.
The firm is known for providing holistic financial planning and w...Show moreLast updated: 15 days ago
- Promoted
Junior Financial Advisor – Cape Town
The Recruitment CouncilCape Town, Western Cape, South Africa Junior Financial Advisor Cape Town in Cape Town.Showing 10 Junior Financial Advisor Cape Town jobs in Cape Town • Posted today.
We’re Hiring : Financial Advisors! Earn a basic allowance + commission ...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor - Cape Town CBD
MMI Holdings LtdCape Town, Western Cape, South Africa Job Title : Financial Advisor - Cape Town CBD.Remote Opportunity : None of the time.Location - Country : South Africa.Location - Province : Western Cape.
Location - Town / City : Cape Town.Metropolitan i...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor Consultant (FAC)
Whizants (Pty) Ltd.Cape Town, Western Cape, South Africa Financial Advisor Consultant (FAC).Financial Advisors (FAs) to focus on client interaction and sales.The FAC is responsible for managing the advisor’s diary, preparing files for meetings, handling ...Show moreLast updated: 30+ days ago
- Promoted
Aspiring Financial Adviser ( Fish Hoek)
Old MutualCape Town, ZA Job title : Aspiring Financial Adviser ( Fish Hoek).Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser.
We are looking for self-motivated and dynamic individuals who have a pas...Show moreLast updated: 30+ days ago
- Promoted
Aspiring Financial Adviser-CPT
Old MutualCape Town, ZA Job title : Aspiring Financial Adviser-CPT.Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate e...Show moreLast updated: 30+ days ago