Financial Planning Consultant | Gauteng

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning C..

Date posted:

Tuesday, April 19, 2022

Location:

Johannesburg, South Africa

Salary:

Monthly Salary

SUMMARY:
Financial Planning Consultant | 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.

DUTIES:

Source new business from retained clients and by means of referrals
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

Financial Planning, Presentation Skills, Sales skills, Time management, computer literacy.

Understanding of Financial Planning Products, Internal Systems (CRM, Interface)

CUSTOMER CONNECTION

Relationship building
Insight

EXECUTION EXCELLENCE

Product sales
Delivery
Accountability
Operational excellence
Managing change

PEOPLE PRIORITY

Collaboration culture

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 2 years’ experience in financial advisory role.

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 and Analysis Specialist
Location: Centurion
Salary: 90 Annually
Are you a financial Services professional based in Centurion with 4 years of experience? My client is on the lookout for a skilled financial planning and Analysis Specialist to join their team. If you have a passion for strategy, numbers, and driving financial insights, this opportunity is tailor-made for you!
25 days ago

Financial Analyst
Location: Johannesburg
Salary:
Are you a numbers-driven professional with a passion for turning data into actionable insights? If you're ready to enhance your career and make a measurable impact, this opportunity is for you!
4 days ago

Insurance - Long Term
Location: Pretoria
Salary:
Long Term Insurance Professional - Pretoria EastPackage - Market related Includes:Product recommendationProduct knowledgeComplianceRisk AssessmentClaims AssistanceMarketing and Networking
5 days ago

Senior Healthcare Consultant
Location: Centurion, Gauteng
Salary: Market Related
Exciting Opportunity: Join a Leading financial Services Company as a Healthcare consultant – Drive Innovation in Employee Benefits!
9 days ago

Management Accountant
Location: Johannesburg
Salary: 680000 Annually
Unlock your potential with us as a Management Accountant in a fast-paced, innovative manufacturing environment!
9 days ago

Financial Manager
Location: Johannesburg
Salary: 875000 Annually
Lead the numbers that power production - become the next Finance Manager in manufacturing!
9 days ago

Management Accountant
Location: Midrand
Salary: 800000 Annually
We’re searching for an experienced Management Accountant to join our team in vibrant Midrand! If you have at least 5 years of experience under your belt and are ready to bring your expertise to a dynamic environment, we’d love to hear from you.
10 days ago

Financial Analyst
Location: Johannesburg
Salary:
Are you a dynamic finance professional with a passion for corporate finance and a keen eye for detail? Let’s take your career to the next level.
11 days ago

M&A Specalist
Location: Johannesburg
Salary:
Are you a sharp, analytical thinker with a Degree/BSc in Mathematics, Statistics, or Actuarial Science and at least 4 years of experience in mergers & acquisitions?
11 days ago

Financial Accountant
Location: Johannesburg
Salary: 1100000 Annually
Shape the Future!
11 days ago

Financial Planning Consultant | Gauteng

Similar jobs you might be interested in:

Create a free job alert for Financial Planning Consultant | Gauteng in Johannesburg

Jobseekers

Recruiter

General