Digital Portfolio Planner

SUMMARY:
Exciting Career Opportunity: Digital Portfolio Planner – Shape Financial Futures and Drive Client Success!

POSITION INFO:

Job Title: Digital Portfolio Planner

Position Overview: An exciting opportunity has arisen for a Digital Portfolio Planner to join a dynamic and innovative team within a leading organization in the financial services industry. This role is designed for a driven individual with a strong background in financial planning and client relationship management. The successful candidate will engage with prospective clients through digital and telephonic platforms, providing personalized financial advice and strategies that align with their unique financial wellness needs.

Key Responsibilities:

• Client Engagement & Financial Planning:

  • Engage with prospective clients via digital and telephonic channels to understand their financial wellness needs.
  • Conduct detailed financial needs analysis to create customized financial plans that help clients achieve their financial goals.
  • Present and advise on a range of financial products, including insurance and investment plans, based on individual client needs.
  • Build and maintain strong, ongoing relationships with clients to adapt financial plans to their evolving needs over time.

• Sales & Performance Management:

  • Meet and exceed sales targets related to production, quality, and conversion.
  • Participate in campaigns aimed at up-selling services to the existing client base.
  • Accurately capture client information and sales actions on the relevant systems.
  • Provide timely and accurate reporting and administrative tasks in line with internal guidelines.

• Compliance & Regulatory Adherence:

  • Ensure that all financial advice and sales activities are compliant with legislative requirements and organizational policies.
  • Adhere to service level agreements with both internal and external stakeholders to ensure client expectations are met.
  • Maintain accurate records and documentation in accordance with industry regulations.

• Customer Service & Relationship Management:

  • Provide expert advice and support to clients, ensuring a high level of service and satisfaction.
  • Investigate and resolve client queries within agreed service levels, escalating when necessary.
  • Continuously build and maintain relationships with clients, peers, and other stakeholders to foster a collaborative and productive environment.

• Continuous Development & Innovation:

  • Stay updated on the latest industry trends, legislation, and best practices to continually enhance professional expertise.
  • Contribute to innovative solutions by sharing new ideas to improve client service and operational efficiency.
  • Take ownership of career development and actively seek opportunities for personal and professional growth.

Requirements:

• Educational Qualifications:

  • Matric (required)
  • Degree in Financial Planning, Business, Finance, or Economics (required)
  • FAIS and advice accreditation (preferably RE5 and COB3)

• Experience:

  • 1-3 years of sales experience in the insurance or financial services industry.
  • A proven ability to provide financial advice and manage client relationships effectively.

• Skills & Competencies:

  • Strong problem-solving and decision-making abilities.
  • Ability to manage multiple tasks and meet deadlines.
  • Excellent communication skills, with the ability to adapt to different client needs and behaviors.
  • Professionalism and adherence to industry standards and ethics.

Additional Skills:

• Aspiring to become a Certified Financial Planner (CFP) is an advantage.
• Knowledge of financial products, investment strategies, and risk management principles.