Financial Planner | Gauteng

Recruiter:

The Recruitment Council

Job Ref:

Financial Planner | ..

Date posted:

Monday, June 13, 2022

Location:

Johannesburg, South Africa

Salary:

Monthly Salary

SUMMARY:
Financial Planner | Gauteng

JOB DESCRIPTION:

To provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts

CUSTOMER CONNECTION

Relationship building
Insight

EXECUTION EXCELLENCE

Product sales
Delivery
Accountability
Operational excellence
Managing change

PEOPLE PRIORITY

Collaboration culture
Managing performance
Developing talent

Support client related strategies and deliver key goals
Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy
Provide the client with information on the performance of the various investment portfolios available
Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.
Completed recommendation within agreed turnaround times
Provide the client with information on the performance of the various investment portfolios available
Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.
Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
Provide holistic financial planning services (including investments, risk cover and estate planning) to clients
Resolve client concerns, queries and/or complaints

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

Similar jobs you might be interested in:

Financial Planner - East Rand Area (Boksburg, Benoni, Springs, Alberton)
Location: East Rand, Gauteng
Salary: Commission Based (Lucrative Commission Structure)
financial planner - East Rand Area (Boksburg, Benoni, Springs, Alberton)
Today

2nd Assistant to Wealth Manager / Financial Planner
Location: Centurion
Salary: R12000 p/m
Our client runs a wealth management operation, based in the Centurion area and is affiliated to one of the largest wealthmanager franchises in South Africa. The 2nd assistant is an extremely important resource in end-to-end support of theWealth Manager and a good knowledge of financial planning administration (linked investments etc.) is critical to therole. Reporting to the Executive Assistant. Y...
21 days ago

Independent Financial Planner
Location: Northcliff
Salary:
Our client in the financial Industry based in Northcliff is seeking an Independent financial planner to join their teamSalary: Market Related (Basic + Commission)
87 days ago

Financial Planning & Analysis Specialist
Location: Johannesburg
Salary:
Unlock Your Future in financial Planning & Analysis. Are you a skilled professional in the financial Planning and Analysis (FP&A) field? Are you ready to take your career to new heights with top-tier opportunities? We specialize in connecting talented FP&A experts with leading companies that value innovation, strategic thinking, and analytical excellence.
3 days ago

Financial Planning & Analysis Specialist
Location: Johannesburg
Salary:
Unlock Your Future in financial Planning & Analysis. Are you a skilled professional in the financial Planning and Analysis (FP&A) field? Are you ready to take your career to new heights with top-tier opportunities? We specialize in connecting talented FP&A experts with leading companies that value innovation, strategic thinking, and analytical excellence.
3 days ago

Financial Planning & Analysis Specialist
Location: Johannesburg
Salary:
Unlock Your Future in financial Planning & Analysis. Are you a skilled professional in the financial Planning and Analysis (FP&A) field? Are you ready to take your career to new heights with top-tier opportunities? We specialize in connecting talented FP&A experts with leading companies that value innovation, strategic thinking, and analytical excellence.
3 days ago

Financial Planning & Analysis Specialist
Location: Midrand
Salary:
Unlock Your Future in financial Planning & Analysis. Are you a skilled professional in the financial Planning and Analysis (FP&A) field? Are you ready to take your career to new heights with top-tier opportunities? We specialize in connecting talented FP&A experts with leading companies that value innovation, strategic thinking, and analytical excellence.
3 days ago

Financial Planning & Analysis Specialist
Location: Pretoria
Salary:
Unlock Your Future in financial Planning & Analysis. Are you a skilled professional in the financial Planning and Analysis (FP&A) field? Are you ready to take your career to new heights with top-tier opportunities? We specialize in connecting talented FP&A experts with leading companies that value innovation, strategic thinking, and analytical excellence.
3 days ago

Financial Planning & Analysis Specialist
Location: Centurion
Salary:
Unlock Your Future in financial Planning & Analysis. Are you a skilled professional in the financial Planning and Analysis (FP&A) field? Are you ready to take your career to new heights with top-tier opportunities? We specialize in connecting talented FP&A experts with leading companies that value innovation, strategic thinking, and analytical excellence.
3 days ago

Production Planner
Location: Cullinan
Salary:
Our client in Cullinan (Boekenhout), is hiring a Production planner.R20 000-R25 000 CTC per MonthWorking hoursMonday to Friday from 06h00 – 15h30
7 days ago

Financial Planner | Gauteng

Similar jobs you might be interested in:

Create a free job alert for Financial Planner | Gauteng in Johannesburg

Jobseekers

Recruiter

General