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 Consultants 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.
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
- 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
