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South Africa: Financial Advisors Specializing in Health posted by AtripleA recruitment & temps

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Job Description

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 and Senior
roles. Within 1 year of DOFA, relevant Class of Business Certificates must be
completed. Within 2 years of DOFA, RE 5 must be completed. Within 6
years of DOFA, hold an FSCA-approved qualification.

Key Duties and Responsibilities:
Consulting telephonically with clients to determine their financial goals,
needs, and risk tolerance.
Provide strategic advice on various financial products and services, such as
Medical Aid, Health Insurance, and GAP Cover.
Respond to client queries and resolve issues promptly.
Engage with prospective clients to understand their financial needs and
offer suitable products.
Sell products that align with clients’ needs and financial requirements.
Comply with legislative regulations and adhere to all compliance requirements.

What they offer:
Leads and infrastructure are provided.
Administrative support.
A lucrative remuneration structure that rewards dedication and hard work. A supportive and dynamic work environment.
The chance to make a significant impact on clients’ lives through expert financial advice and health solutions.

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Please send your CV and latest payslip to .za

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other IT/Computer Jobs in South Africa

In South Africa, the IT and computer industry is a significant contributor to the country’s economy, with a diverse range of job opportunities available across various sectors. Typically, these roles involve working with technology to drive business growth, improve efficiency, and enhance customer experience. Generally, careers in this field require a strong understanding of technical concepts and a willingness to adapt to changing technologies.

When it comes to salary expectations, it’s common for IT and computer professionals in South Africa to earn broad ranges that can vary significantly depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may offer salaries between R400 000 and R600 000 per annum, while more senior roles can command higher figures, often ranging from R800 000 to R2 million or more, depending on the specific requirements of the job.

Common skills for IT and computer professionals in South Africa typically include proficiency in programming languages such as Java, Python, or C++, as well as experience with operating systems like Windows, Linux, or macOS. Data analysis and visualisation tools like Tableau, Power BI, or D3.js are also often required, particularly in roles involving data science or business intelligence. Additionally, IT professionals should be familiar with cloud computing platforms like AWS, Azure, or Google Cloud, as well as cybersecurity principles to protect against threats. Other essential skills may include project management, collaboration tools like Slack or Trello, and a solid understanding of database management systems.

Industries that commonly employ IT and computer professionals in South Africa include the financial services sector, technology industry, manufacturing sector, and public sector organisations. These sectors often require specialists to design, implement, and maintain complex technological systems, ensuring they operate efficiently and securely.

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Career development opportunities for IT and computer professionals in South Africa are diverse and varied. Typically, entry-level roles provide a solid foundation for progression into mid-tier positions, where professionals can take on more senior responsibilities and develop their technical expertise. With experience, it’s common to move into leadership roles or transition into related fields like data science, artificial intelligence, or cybersecurity. Many companies also offer opportunities for training, certification, and continuing education to support the ongoing development of their employees’ skills and knowledge.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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