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Financial advisor and risk consultant

Company

Ultra Personnel : Pharmaceutical, Insurance, Engineering

Location

cape town, South-Africa

Type

Full-time

Reference: JHB -VM-1

Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.

Duties & Responsibilities Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor. Life insurance experience is essential. Short-term insurance experience is an advantage. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable). Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP. RE5. Have completed relevant class of business and product specific training. Ability to function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity and good standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally insolvent. FAIS compliant (continuo...

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