Financial Advisor and Risk Consultant

Reference: JHB -VM-1

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

Duties & Responsibilities

1. Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
2. Life insurance experience is essential.
3. Short-term insurance experience is an advantage.
4. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
5. Have a qualification recognised by the FSCA for FAIS purposes.
6. Preference will be given to candidates with a CFP.
7. RE5.
8. Have completed relevant class of business and product specific training.
9. Ability to function at a strategic level whilst fulfilling operational responsibilities.
10. Meet the FAIS honesty, integrity and good standing requirements.
11. Meet the FAIS minimum experience requirements in respect of long-t...