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:

Senior Financial Planner (Estate and Trust Specialist)
Location: Pretoria
Salary:
If you’re the kind of financial Planner who gets excited about estate duty calculations, enjoys untangling complex trust structures, and secretly judges poorly drafted wills, then this one might be for you.We’re looking for a Senior financial Planner (Estate & Trust Specialist) who knows their fiduciary law like a chef knows their secret recipe and isn’t afraid to use it.
1 day ago

Factory Accountant
Location: Johannesburg
Salary: 450000 Annually
A leading manufacturing business is looking for a hands-on Factory Accountant who understands that every unit produced, every process improved, and every cost saved contributes directly to the bottom line. If you enjoy working closely with operations and turning factory data into financial insight, this role is for you.
1 day ago

Management Accountant
Location: Johannesburg
Salary: 650000 Annually
A leading mining operation is looking for a commercially minded Management Accountant who thrives on turning complex financial data into meaningful business decisions. If budgets, forecasts, cost control, and operational finance are your thing, this could be your next move.
1 day ago

Financial Analyst
Location: Johannesburg
Salary: 950000 Annually
We're searching for a sharp financial Analyst who can turn data into strategy and numbers into opportunity. If you enjoy forecasting trends, analysing performance, and influencing business decisions, this role offers the perfect blend of finance and commercial exposure.
1 day ago

Finance Manager
Location: Johannesburg
Salary: 1100000 Annually
Ready to influence business performance beyond the numbers? Join a market leader as Finance Manager.
4 days ago

Head of Finance
Location: Johannesburg
Salary:
In manufacturing, finance doesn't just report performance, it drives it. A leading manufacturing business is seeking an experienced Head of Finance to partner with executive leadership and steer the financial direction of a complex operational environment. This opportunity is ideal for a commercially minded CA(SA) who can balance strategic decision-making with strong governance, compliance, and op...
4 days ago

Cost Analyst
Location: Johannesburg
Salary: 500000 Annually
Do you know your BOMs from your WIP and your ABC Costing from your Standard Costing? Our client, a well-established steel manufacturer on the East Rand, is looking for a commercially minded Cost Analyst who can dig into the numbers, challenge the status quo, and uncover opportunities to improve profitability.If spreadsheets are your playground and cost variances keep you awake at night (in a good ...
4 days ago

Financial Accountant
Location: Johannesburg
Salary: 420000 Annually
financial Accountants, it's time to stop reconciling your potential and start cashing in on your next career move, apply today!
4 days ago

Management Accountant
Location: Johannesburg
Salary: 600000 Annually
Numbers tell a story. Can you read between the lines?Our client is looking for a hands-on Management Accountant who thrives in a fast-paced manufacturing environment and enjoys turning operational data into meaningful business insights.
4 days ago

Financial Manager CA(SA) / CIMA
Location: Johannesburg
Salary: 1200000 Annually
Step into a hands-on financial Manager role within a well-established organisation!
5 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