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Western Cape: Financial Advisor | Momentum Health – Cape Town posted by Momentum

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Job Description

About the Role

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.

Key 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

Requirements

  • Matric / Equivalent FSCA approved qualification or in a process to complete a FSCA approved qualification
  • 2 years healthcare sales experience
  • Own Vehicle/ access to a reliable vehicle

Qualifications

  • FSCA approved qualification or completion of a similar course

How to Apply

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

About Accounting / Finance Jobs in South Africa

In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.

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Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.

Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.

Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.

Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.

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



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