Financial Planner | Durban

To provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases.  To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts

CUSTOMER CONNECTION

• Relationship building

• Insight

EXECUTION EXCELLENCE

• Product sales

• Delivery

• Accountability

• Operational excellence

• Managing change

PEOPLE PRIORITY

• Collaboration culture

• Managing performance

• Developing talent

• Support client related strategies and deliver key goals

• Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy 

• Provide the client with information on the performance of the various investment portfolios available 

• Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc

• Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.

• Completed recommendation within agreed turnaround times

• Provide the client with information on the performance of the various investment portfolios available

• Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.

• Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc

• Provide holistic financial planning services (including investments, risk cover and estate planning) to clients

• Resolve client concerns, queries and/or complaints