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Financial Advisors Specializing in Health

Company

AtripleA recruitment & temps

Location

Remote, South-Africa

Type

Full-time

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:

  • Matric / equivalent.
  • Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)
  • Hold an FSCA-approved qualification (if applicable).
  • Relevant regulatory examinations (RE5) if currently working in the financial services industry.
  • Experience levels will vary as we are recruiting for both Junior a...

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