Financial Advisor

Recruiter:

Belmar Personnel

Job Ref:

Financial Advisor

Date posted:

Friday, April 8, 2022

Location:

Johannesburg, South Africa

Salary:

R25 000 , plus commission

SUMMARY:
Financial Advisor

JOB DESCRIPTION:

Must be Certified Financial Planner (CFP®) and member of Financial Planning Institute of Southern Africa (FPI).

Provide financial advice (investment, tax and insurance) to clients. Maintain and grow client base.

New & Existing 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
Deliver quality financial planning and advisory services to existing and prospective clients
Retain existing clients and generate new clients
Optimise business profitability by identifying income opportunities and meet 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
Annual new business Assets Under Management target R25 million

Compliance & Process

Agree and document services to be provided
Provide and explain regulatory disclosures to new/existing clients
Agree and sign service level agreements with new/existing clients
Conduct financial needs analysis for clients using business’s FNA system
Consolidate recommendations and action steps into a financial plan
Source quotations for product related recommendations
Present recommendations, listen to clients concerns and revise strategies if necessary
Get clients to complete and sign all advisory documents and instructions
Complete Client Advice Record

Sales Management

Maintain a record of sales generated
Maintain a record of pipeline sales
Attend and present updates at internal sales meetings
Achieve sales target set

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

Similar jobs you might be interested in:

FINANCIAL ADVISOR: SPECIALIZING IN MEDICAL AIDS/GAP COVER
Location: Pretoria
Salary: Market related
Promote the Healthcare Consulting value offering to financial advisors.
Today

Financial Advisor -JHB
Location: Johannesburg
Salary:
Our client is looking for financial advisors to join their team in Johannesburg.
32 days ago

Financial Advisor - Short Term insurance (Alberton)
Location: Johannesburg
Salary:
33 days ago

Financial Advisor - Short Term insurance (Heidelberg)
Location: Johannesburg
Salary:
33 days ago

Junior Financial Advisor | Bedfordview
Location: Bedfordview, Gauteng
Salary: Market Related
Junior financial advisor | Bedfordview
55 days ago

Junior Financial Advisor
Location: Johannesburg
Salary: R360 000 Per Annum
Exciting Junior financial advisor Role – Competitive Salary, Career Growth, and Exposure to High-Net-Worth Clients!
75 days ago

Financial Advisor - Long-Term Insurance/investments /short term insurance /holistic financial planning
Location: Johannesburg
Salary:
83 days ago

Insurance Administrator - Roodepoort
Location: Johannesburg
Salary: Monthly
Leading organisation within the "financial services and wealth management" industry requires an experienced Personal Assistant / Administrator / Secretary for a financial advisor. This position is based in Roodepoort, JHB .
8 days ago

Financial Advisors
Location: Johannesburg
Salary:
27 days ago

HR Officer
Location: Randburg
Salary: 300000
Our client is based in Randburg. We are looking for an experienced HR Officer to join a dynamic team. Previous experience in a light industrial or manufacturing environment would be advantageous, though not essential.
28 days ago

Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor in Johannesburg

Jobseekers

Recruiter

General