Cape Town Region: Financial Adviser(Experienced) posted by Momentum

Role Purpose To provide financial guidance and support to clients by understanding their financial goals, needs, and risk tolerance. This role is responsible for delivering strategic advice on a range of health-related financial products including Medical Aid, Health Insurance, Health Saver, and Gap Cover Insurance while preparing and reviewing tailored financial plans. Duties and Responsibilities Meeting with clients to determine their financial goals, needs, and risk tolerance Providing strategic advice on various financial products and services, such as Medical Aid, Health Insurance, Health Saver, Gap Cover Insurance etc. Preparing and reviewing financial plans and ensuring their accuracy and suitability Responding to client queries and resolving any issues Supporting investment professionals and cultivating client relationships Matric / Equivalent FSCA approved qualification or in a process to complete a FSCA approved qualification FAIS Compliance Requirements Class of Business: Health Services Benefits Regulatory examination (RE) 5 2 years healthcare sales experience Own Vehicle/ access to a reliable vehicle