FINANCIAL PLANNING CONSULTANT | SANDTON

Recruiter:

The Recruitment Council

Job Ref:

FINANCIAL PLANNING C..

Date posted:

Monday, December 19, 2022

Location:

sandton, Gauteng, South Africa

Salary:

Annual salary

SUMMARY:
FINANCIAL PLANNING CONSULTANT | SANDTON

JOB DESCRIPTION:

The purpose of this role is to fulfil on the Retail and Institutional Customer Value Proposition by, inter alia, assisting with financial wellbeing days, wellness days, member
education seminars, campaigns, themed campaigns and initiatives, work-
site marketing and consulting as well as fund specific workshops and
financial wellness.

Where necessary, to support and assist the Financial Planning Consultant
to provide holistic financial planning advice to corporate funds members, by
identifying their investment and lifestyle needs and objectives and to
identify new business opportunities within existing and potential client
bases. To help develop and implement strategies and manage relationships
with key personnel within assigned and segmented Corporate accounts.

Education and Experience:

• Matric
• Tertiary qualification i.e. BCom (majors in Financial
Management or Financial Planning or Investments
or Marketing);
• Post Graduate Diploma in Financial Planning (CFP
license or studying towards it);

Knowledge and skills:

• Good understanding of the tax implications in
holistic financial planning;
• Good understanding of features and
appropriateness of various products: Preservation
Funds, Retirement Annuities, Annuities,
Endowments, Life and Disability Assurance
Policies, Unit Trusts, Trusts.

Business understanding:

• Good understanding of the Financial Services
industry – including service providers and the retail
market;
• Good understanding of legislation and regulations
governing investment markets (local and Offshore)

Competencies:

Leadership
Competencies

Strategic Competencies:

• Manage relationship with Financial Planning
Consultant team, Corporate Funds and Members,
clients & service providers (internal and external;
• Ability to manage pressure;
• Excellent verbal and written communication skills
in required language;
• Effective presentation skills;
• Strong client service orientation;
• Have attention to detail within a regulatory and
compliance environment;
• Good organizational skills;
• Effective time management skills;
• Must be able to be proactive and use initiative
adequately;
• Ability to work independently and as part of a team;
• Strong work and compliance ethics;
• Have good EQ skills with clients and effective
listening skills

Key performance areas:

• To attend and assist at corporate wellness days;
• To attend and assist at corporate financial wellbeing days;
• To attend and assist corporate member education sessions;
• To assist with campaigns, themed campaigns, projects and
initiatives as required;
• To effectively manage leads from various interventions and
provide feedback;
• As required, to assist with worksite marketing and financial
awareness;
• To assist in segmented Corporate accounts with brand marketing
and financial planning needs;
• Develop and implement strategies with Senior Consultant to
create and manage business opportunities arising within assigned
and segmented Corporate accounts;
• Manage and strengthen relationships with key personnel in
assigned and segmented Corporate accounts;
• Assist clients with financial planning advice and solutions aligned
to the 6 step financial planning process including:

o Make a written recommendation based on a clients’
responses to the risk profile questionnaire and subsequent
discussions;
o Provide the client with information on the performance of
the various investment portfolios available;
o Educate the clients with regards to basic
investment principles, i.e. risk versus reward,
market sentiment, trends, performance
(offshore and local), benchmarks etc
• Resolve client concerns, queries and/or complaints;
• Source new business by means of referrals.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Planning Analyst
Location: Sandton City
Salary: Market related
Planet fitness is looking for a financial planning Analyst that will be Performing forecasting, budg
10 days ago

Financial Planning Manager
Location: Johannesburg
Salary:
Looking for an opportunity to utilize all your technical analytics, with a management accounting angle? My client is looking for you!
27 days ago

Business Manager: Banking
Location: Centurion
Salary:
1 day ago

Bookkeeper
Location: Johannesburg
Salary: R20 000 Monthly
BookkeeperBased In BoksburgR20 000 - R35 000 ctc per month depending on experienceA medium-sized logistics company is looking for a candidate to manage all financial functions. The role requires the ability to work under pressure, handle a heavy workload with minimal supervision, and apply strong accounting principles
3 days ago

Head of Finance
Location: Johannesburg
Salary:
Precision, Performance, Profitability – That's Our Formula.
6 days ago

Business Development Consultant
Location: Johannesburg
Salary:
We are looking for a proactive BUSINESS DEVELOPMENT MANAGER to join a leading insurance company, that specialises in offering of insurance products for employees across many industries, assisting with COID cover, occupational injuries cover, funeral cover and more.
8 days ago

Finance Manager Intern
Location: Johannesburg
Salary: 270000 Annually
The next level of your career is calling - SAICA Clerks, are you ready?
9 days ago

Finance Manager
Location: Johannesburg
Salary:
Mastering the numbers, driving success.
9 days ago

Group CFO
Location: Johannesburg
Salary: 2 000 000
Step into a high-impact Group CFO role at a dynamic organization known for its innovation in manufacturing and supply, focused on efficiency, sustainability, and empowering leaders who drive growth!
10 days ago

Acumatica Consultant
Location: Johannesburg
Salary:
Our client is urgently looking for an Acumatica consultant to join their team12 months renewable contractHybrid/Remote
10 days ago

FINANCIAL PLANNING CONSULTANT | SANDTON

Similar jobs you might be interested in:

Create a free job alert for FINANCIAL PLANNING CONSULTANT | SANDTON in sandton, Gauteng

Jobseekers

Recruiter

General