Junior Consultant

Join a high-energy team where youll gain hands-on experience in medical aid and retirement consulting.

Is this you

Youre a self-starter with a client-facing personality whos been working behind the scenes in a broker space and is ready for more. Youre motivated to grow detail-oriented and understand that great service sometimes. Youve got energy a willingness to learn and youre not afraid of hard work. You believe in building a career not just doing a job and youre excited about the opportunity to develop your skills in a supportive high-performance environment.

What youll be doing (and why youll enjoy it)

Youll handle policy administration and member servicing for a portfolio of corporate clients across medical aid and retirement products. Youll be the first point of contact for members helping them with their queries processing changes and identifying opportunities for retail upsells (like Gap cover). This is a foundational role where youll learn the business from the ground up with clear pathways for growth into senior consulting positions.

Where youll be doing it

Youll join a dynamic independently owned financial broker thats deeply rooted in the B2B space advising thousands of businesses nationwide. Based in Century City Cape Town this organisation has a high-performance culture values-led leadership and invests in developing its people. Youll have strong infrastructure support mentorship from experienced consultants and real opportunity to build a long-term career.

What youll need

Along with bringing a willingness to learn you hold a Matric and NQF5 in financial planning and RE5 certification (or ability to obtain it within 6 months of starting). At least 3 years of experience in the financial services space with a good understanding of medical aid and retirement products. You will need a valid drivers license and own vehicle strong attention to detail and process management and of course good relationship-building and communication skills.

What youll get

A market-related package with the ability to earn commission on upselling support and training from experienced consultants and recognition and reward programs including potential international trips for top performers.

How to apply

For a confidential discussion please contact Roxanne Battistoni on or send your CV to -

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