Financial Advisor

 

Recruiter:

Belmar Personnel

Job Ref:

Financial Advisor

Date posted:

Friday, April 8, 2022

Location:

CapeTown, 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.

  1. 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
  1. 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
  1. 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.


 

 

 

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