Financial Planning Consultant | Durban

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning C..

Date posted:

Friday, April 8, 2022

Location:

Durban, South Africa

Salary:

Monthly Salary

SUMMARY:
Financial Planning Consultant | Durban

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.

Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments);
CFP.

Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)

Minimum 5 years’ experience in financial advisory role.

Excellent and proven selling ability
Excellent verbal and written communication skills in required language
Articulate with confident presentation skills
Strong client service orientation
Attentive to detail and accurate
Organised with effective time management skills

Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
Manage and strengthen relationships with key staff in assigned Corporates
Source new business from retained clients and by means of referrals
Support AF’s 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 Advisor - KZN
Location: Durban
Salary: Monthly
Leading and well known organisation within the financial services industry requires an experienced financial Advisor for their KZN branch. Applicants who apply must have a relevant tertiary qualification (Degree / Diploma / NQF) and RE5. This is essential. Applicants under supervision, will not be considered.
4 days ago

Risk Consultant
Location: Durban
Salary: Monthly
Leading and well established organisation within the financial services industry requires a Risk consultant for their KZN branch. Applicants who apply must have a relevant tertiary qualification (Degree / Diploma / NQF) and RE5. This is essential. Applicants under supervision, will not be considered.
6 days ago

Risk Consultant â KwaZulu Natal
Location: Durban
Salary: Monthly
Our client in the financial Services Industry based in Umhlanga, KwaZulu Natal, is currently looking to employ Risk consultant.
6 days ago

Supply Chain Graduate (24 Months Fixed Term Contract)
Location: Durban
Salary:
61 days ago

Retail Operations Manager (Retail Area Manager) - Coastal (KwaZulu-Natal)
Location: Durban
Salary:
2 days ago

Senior Bookkeeper - Pietermaritzburg
Location: Pietermaritzburg
Salary:
Senior Bookkeeper - PietermaritzburgWe are seeking a skilled Senior Bookkeeper with experience managing diverse client portfolios and handling all aspects of bookkeeping, requiring strong organizational and time management skills.
3 days ago

Regional Financial Manager
Location: Durban
Salary: Market Related
An established manufacturer of specialised agrochemicals is seeking the above to be responsible for providing financial and operational analysis to the Sub Regional Business Head and Sub Regional Leadership Team, as well as ensuring optimised reporting to all stakeholders, payment to suppliers, collection of cash, and internal controls surrounding these for the Sub Region.
4 days ago

Finance Manager
Location: Durban
Salary:
5 days ago

Area Manager
Location: Durban
Salary:
An Internal Vacancy exists for an Area Manager in the Critical Infrastructure Division – KZN Region. ...
6 days ago

Procurement Officer
Location: Durban
Salary:
6 days ago

Financial Planning Consultant | Durban

Similar jobs you might be interested in:

Create a free job alert for Financial Planning Consultant | Durban in Durban

Jobseekers

Recruiter

General