Financial Advisors Specialising in Health

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 an 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 (if 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 and Senior roles.

Key Duties and Responsibilities

• Consulting telephonical...