Financial Planner

 

Recruiter:

The Recruitment Council

Job Ref:

FP | Sandton

Date posted:

Tuesday, November 29, 2022

Location:

sandton, Gauteng, South Africa

Salary:

R25 000


SUMMARY:
Financial Planner

JOB DESCRIPTION:

Job Description

Purpose Of Position:

 

The purpose of the Financial Advisor (Investments Specialist) role is to:

  • Provide financial advice (investment, tax, and insurance) to clients. Build, maintain and grow the client base.

 

Roles And Responsibilities:

  1. New & Existing Clients:
  • Scan client base and target market for financial planning opportunities
  • Generate leads by identifying appropriate clients/prospects
  • Contact clients/prospects to introduce or position products and service offering
  • Create interest and secure financial planning meetings with prospects/clients
  • Deliver quality financial planning and advisory services to existing and prospective clients
  • Generate new clients and retain them
  • Optimise business profitability by identifying income opportunities and meet agreed income targets
  • Facilitate requirements between clients and product/service providers
  • Track and report progress of agreed implementation to clients
  • Issue confirmation of implementation to clients
  • Conduct annual reviews with clients
  • Annual new business Assets Under Management target +-R35 million

 

  1. Compliance & Process:
  • Agree and document services to be provided
  • Provide and explain regulatory disclosures to new/existing clients
  • Agree and sign service level agreements with new/existing clients
  • Conduct financial needs analysis for clients using business’s FNA system
  • Consolidate recommendations and action steps into a financial plan
  • Source quotations for product related recommendations
  • Present recommendations, listen to clients concerns and revise strategies if necessary
  • Get clients to complete and sign all advisory documents and instructions
  • Complete Client Advice Record

 

  1. Sales Management:
  • Maintain a record of sales generated
  • Maintain a record of pipeline sales
  • Attend and present updates at internal sales meetings
  • Achieve sales target set

 

Skills and Attributes:

  • Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint)
  • Excellent written and verbal presentation skills
  • Active listening
  • Critical Thinking
  • Professional and presentable
  • Own reliable transport
  • Interact professionally with clients and product providers
  • Perform under pressure
  • Attention to detail
  • Takes initiative
  • Ability to meet deadlines
  • Organises work smartly
  • Team player

 

Required Knowledge / Experience:

  • Minimum 5-10 years in financial advisory role.

 

Required Qualifications:

  • Minimum Bachelor’s Degree in Financial Planning or similar
  • Regulatory Examination 5 – Representatives
  • CERTIFIED FINANCIAL PLANNER® Professional will be added advantage

 

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


 

 

 

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