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

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