FINANCIAL PLANNING CONSULTANT | SANDTON

Recruiter:

The Recruitment Council

Job Ref:

FINANCIAL PLANNING C..

Date posted:

Monday, December 19, 2022

Location:

sandton, Gauteng, South Africa

Salary:

Annual salary

SUMMARY:
FINANCIAL PLANNING CONSULTANT | SANDTON

JOB DESCRIPTION:

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 Financial Planning Consultant
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.

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 Consultant
Location: Centurion
Salary:
Are you ambitious, entrepreneurial, and passionate about building strong relationships and growing a business?We are looking for a motivated and driven individual to join our dynamic team. This opportunity is ideal for someone who enjoys working with people, developing new business opportunities, expanding networks, and continuously striving for personal and professional growth.
17 days ago

Financial Planning Partner Assistant
Location: Pretoria
Salary: 22 000 Monthly
Menlyn (Pretoria) - A prominent player in the South African financial services and wealth management sector is seeking an experienced financial planning Partner Assistant to provide exceptional administrative and client services support.
1 day ago

Financial Planning Partner Assistant
Location: Pretoria
Salary:
We are looking for a professional and organised financial planning Partner Assistant to provide administrative, operational and client service support to financial planning Partners. The successful candidate will play an important role in ensuring the smooth running of the practice, maintaining excellent client service and acting as a key link between the practice, regional office and head office....
2 days ago

Assitant Finance Manager CA (SA)
Location: Johannesburg
Salary:
Ready to Raise the Stakes on Your Finance Career?Our client, a leading player in the hospitality and gaming sector, is seeking a driven and technically strong Assistant financial Manager to join their high-performing finance team.
1 day ago

Key Account Manager
Location: Johannesburg
Salary: 20 000 Monthly
A leading vehicle rental and mobility solutions provider is looking for a dynamic Key Account Manager to join their team based in Johannesburg. This is an exciting opportunity for a relationship-driven sales professional who thrives on developing strategic partnerships, driving revenue growth, and managing high-value corporate accounts. If you have a passion for client engagement, business develop...
1 day ago

Accountant
Location: Pretoria
Salary:
If you're an Accountant who believes technology should do the repetitive work while you focus on analysis, control, and decision-making, this opportunity could be your next career move. Join a forward-thinking business that is embracing AI, automation, and process improvement to build a more efficient finance function.
1 day ago

Management Accountant
Location: Johannesburg
Salary:
Johannesburg South (Southdale)CTC: Up to R800 000 per annumAre you a commercially astute Management Accountant who enjoys transforming operational data into meaningful financial insights?If you have strong experience within a manufacturing environment, advanced Excel skills and a solid understanding of standard costing, inventory management and financial modelling, this opportunity could be the pe...
2 days ago

Financial Advisor Assistant
Location: Johannesburg
Salary:
An established financial planning practice is seeking an organized and proactive financial Adviser Assistant to support advisers with new business, client servicing, reviews and compliance administration.The role requires someone who takes ownership of client requests, follows up outstanding requirements and ensures applications and servicing matters are completed efficiently.
2 days ago

Head Of Strategic Finance
Location: Johannesburg
Salary:
If you’re a commercially astute finance leader who thrives on originating and closing strategic transactions, influencing board-level decisions, and driving business growth, then this Head of Strategic Finance opportunity could be your next career-defining move. Join a forward-thinking organisation where strategy, deal-making, and leadership come together to create long-term value
2 days ago

Financial Analyst
Location: Johannesburg
Salary: 800000 Annually
The numbers tell a story. Can you turn them into a strategy that drives profit?
2 days ago

FINANCIAL PLANNING CONSULTANT | SANDTON

Similar jobs you might be interested in:

Create a free job alert for FINANCIAL PLANNING CONSULTANT | SANDTON in sandton, Gauteng

Jobseekers

Recruiter

General