🌿 Back to all jobs
🥝 Financial Risk Consultant CPT - CBD
Ultra Personnel : Pharmaceutical, Insurance, Engineering | cape town, South-Africa | Posted June 26, 2026
Job Description
Reference: JHB -VM-1
Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.
Duties & Responsibilities
- Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
- Life insurance experience is essential.
- Short-term insurance experience is an advantage.
- Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
- Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
- RE5 qualification.
- Have completed relevant class of business and product specific training.
- Ability to function at a strategic level whilst fulfilling operational responsibilities.
- Meet the FAIS honesty, integrity and good standing requirements.
- Meet the FAIS minimum experience requirements in respect of l...