Business Financial Advisor

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  • Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification)
  • RE 5 (Must not be under supervision)
  • 3 to 5 years’ experience in a similar environment
  • Experience in writing Business Insurance policies
  • Experience in sales, investment and risk acumen
  • Experience within the Financial Services Sector
  • Person must not be an unrehabilitated insolvent
  • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

We can be a match if you are:

  • Strong sales and client service experience
  • Ability to bring in new business and increase acquisition
  • Strong credit experience and negotiation skills
  • Build and maintain stakeholder relationships experience (any segment)
  • Strong collaboration skills
  • Exposure to dealing with juristic clients
  • Portfolio management experience

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Take note that applications will not be accepted on or after 07/09/25

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