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Financial Risk Consultant CPT - CBD

Company

Ultra Personnel : Pharmaceutical, Insurance, Engineering

Location

cape town, western cape

Posted

July 06, 2026

Position Overview

Reference: JHB -VM-1

Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.

Duties & Responsibilities

  1. Minimum 5 years’ experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.
  2. Life insurance experience is essential.
  3. Short-term insurance experience is an advantage.
  4. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
  5. Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
  6. RE5 qualification.
  7. Have completed relevant class of business and product specific training.
  8. Ability to function at a strategic level whilst fulfilling operational responsibilities.
  9. Meet the FAIS honesty, integrity and good standing requirements.
  10. Meet the FAIS minimum experience requirements in respect of l...

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