About Us

Careers @ Ambiton

Do you feel that you have what it takes to add value to our excellent team? 

In keeping with our Industry laws, we are regrettably unable to employ persons with criminal records, bad credit history, or those specifically barred from working within the Industry. Further to these requirements, we look for exceptional individuals who are client-centric and self-motivated in their approach to business. Our standards are high - much like our client's expectations!

We currently have the following vacancy available:

CERTIFIED FINANCIAL PLANNER / PARAPLANNER

Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice and introducing new products. Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor risk benefit plans, estate plans, retirement and investment plans, following the 6 steps of Financial Planning to ensure the successful preparation of client files for client appointments, working hand-in-hand with the Financial Advisors.

Minimum Requirements:

Grade 12 (Matric) qualification
  • Full Tertiary Qualification acknowledged by the FSCA is essential (i.e. BCom)
  • Post Graduate in Financial Planning will be advantageous
  • Certified Financial Planner Status (& Membership through FPI) will be advantageous
  • RE5 examination non-negotiable
  • Be fully bilingual (English & Afrikaans)
  • Driver’s License and Own Reliable Vehicle Essential
  • In-depth short-term insurance knowledge essential
  • In-depth long-term insurance knowledge essential
  • Class of Business: Long Term Insurance (if DOFA date is after 1 April 2018)
  • Class of Business: Pension Fund Benefits (if DOFA date is after 1 April 2018)
  • Class of Business: Investments (if DOFA date is after 1 April 2018)
  • Class of Business: Long- & Short-Term Deposits (if DOFA date is after 1 April 2018)
  • Class of Business: Health Service Benefits (if DOFA date is after 1 April 2018)
  • Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles
  • Product Specific Training Certificates of all products previously marketed and or worked with
  • Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipment
  • Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
  • Knowledge of principles and practices of basic office/administrative management
  • Life Assurance products – Know the different types of insurance products, limits and restrictions.
  • Tax implications and benefits – How tax will be applied in the event of retirements / death / disability; fringe benefits and when benefits will be tax deductible.
  • Investments - Know and understand how to read market movements / fluctuations; income revisions and portfolio rebalances / switches).
  • Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.

Kindly request more specifics on the role from hr@ambiton.co.za, clearly indicating which position you are applying for. Should you not meet the minimum requirements of the role or have not heard back from us within 14 days, please consider your application unsuccessful.