Financial Advisor (Short-Term & Risk Focus) (Evove) at Mancosa

Job description:

• This is a career-track position for an ambitious graduate looking to become a fully licensed Representative and Key Individual (KI).
• Initially, you will focus on Short-Term Insurance (Commercial & Personal Lines) and Investments to build a solid foundation in risk management.
• Over time, you will expand your scope to include, Medical and Life products. You will work directly with experienced planners to manage client portfolios, transitioning from a graduate into a high-performing, independent Financial Advisor.

Main Responsibilities:

• Administration: Managing the daily operational workflow, including policy updates, data capturing on the CRM, and general record-keeping to understand the backbone of the business.
• Short-Term Insurance Management: Lead the quoting, renewal, and claims administration process for Personal and Commercial lines.
• Risk Analysis: Conduct detailed risk assessments for clients to ensure their assets are correctly insured against specific threats.
• Client Portfolio Management: Assist in drafting Financial Needs Analyses (FNA) and reviewing broader client portfolios.
• Regulatory Compliance: Manage the FICA and FAIS compliance process for new and existing clients.
• Business Development: Identify opportunities to grow the practice's short-term book through professional networking.

Desired Experience & Qualification:

Primary Qualification: Bachelor of Commerce in Financial Management (School of Business).

• Why this degree: Provides the critical baseline in Risk Management, Investment, and Taxation required for FSCA compliance.

Alternative Qualification: Advanced Certificate in Financial Planning (School of Business).

• Why this qualification: Specialized focus on Personal Financial Planning and Income Tax Planning.

Experience: Final Year Student or New Graduate.

Competencies:

• Computer Literacy & Microsoft 365: Proficiency in the Microsoft Office suite (specifically Excel, Word, and Outlook) is essential for efficient administration and client data management.
• Attention to Detail: Critical for reviewing policy wordings, schedules, and exclusions in Short-Term contracts.
• Ethical Judgement: Uncompromising integrity regarding client data and advice.
• Interpersonal Skills: Ability to build long-term trust and rapport with clients.

Requirements:

• Clear criminal and credit record (Non-negotiable for FSCA registration).
• Commitment to completing RE5 (Regulatory Exam) within the first 6 months.

Nice to have:

• Knowledge of the FAIS Act and FICA regulations.
• Specific interest in the Short-Term Insurance

Closing Date 09 February 2026