Life & Investment Financial Advisor

 

Recruiter:

The Recruitment Council

Job Ref:

Life & Investment Fi..

Date posted:

Tuesday, January 4, 2022

Location:

CapeTown, South Africa

Salary:

R25 000


SUMMARY:
Life and Investment Advisor

JOB DESCRIPTION:

The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.

Roles And Responsibilities:

  • Optimize business profitability by identifying income opportunities and meeting 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
  • 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
  • Understand and analyze estate plans and make necessary recommendations
  • Understand and analyze a client financial needs analysis and make recommendations
  • Deliver quality financial planning and advisory services to existing and prospective clients
  • Retain existing clients and generate new clients
  • Understand and be able to compare the features and benefits of different risk products
  • Have a fair understanding of the different analysis tools from a risk perspective
  • Keep up to date with tax changes affecting financial/estate planning
  • Provide clients with necessary product information when required

 

Required Qualifications:

  • Post Graduate Diploma in Financial Planning
  • Certified Financial Planner® (CFP®)
  • Regulatory Examination 5 - Representatives

 

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


 

 

 

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