The purpose of this role is 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 Servicing Financial Advisor
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.
Education and Experience:
• 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);
Knowledge and skills:
• 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.
Business understanding:
• Good understanding of the Financial Services
industry – including service providers and the retail
market;
• Good understanding of legislation and regulations
governing investment markets (local and Offshore)
Competencies:
Leadership
Competencies
Strategic Competencies:
• Manage relationship with Financial Planning
Consultant team, Corporate Funds and Members,
clients & service providers (internal and external;
• Ability to manage pressure;
• Excellent verbal and written communication skills
in required language;
• Effective presentation skills;
• Strong client service orientation;
• Have attention to detail within a regulatory and
compliance environment;
• Good organizational skills;
• Effective time management skills;
• Must be able to be proactive and use initiative
adequately;
• Ability to work independently and as part of a team;
• Strong work and compliance ethics;
• Have good EQ skills with clients and effective
listening skills
Key performance areas:
• To attend and assist at corporate wellness days;
• To attend and assist at corporate financial wellbeing days;
• To attend and assist corporate member education sessions;
• To assist with campaigns, themed campaigns, projects and
initiatives as required;
• To effectively manage leads from various interventions and
provide feedback;
• As required, to assist with worksite marketing and financial
awareness;
• To assist in segmented Corporate accounts with brand marketing
and financial planning needs;
• Develop and implement strategies with Senior Consultant to
create and manage business opportunities arising within assigned
and segmented Corporate accounts;
• Manage and strengthen relationships with key personnel in
assigned and segmented Corporate accounts;
• Assist clients with financial planning advice and solutions aligned
to the 6 step financial planning process including:
o Make a written recommendation based on a clients’
responses to the risk profile questionnaire and subsequent
discussions;
o Provide the client with information on the performance of
the various investment portfolios available;
o Educate the clients with regards to basic
investment principles, i.e. risk versus reward,
market sentiment, trends, performance
(offshore and local), benchmarks etc
• Resolve client concerns, queries and/or complaints;
• Source new business by means of referrals.
