Financial Planning Coach

Purpose of this role:

To provide comprehensive Financial Planning education, including information on how to access counselling, financial advice and solutions, to members of our corporate clients’ retirement funds. The successful candidate will need to work hand in hand with the employee benefit consultants in the Corporate Consulting business unit and other consultants to source and co-ordinate the delivery of presentations to members.

Minimum Requirements

Education:

Grade 12 (Matric)
Bachelor Degree (advantageous)
Industry related qualification, i.e. Wealth Management or similar qualification completed or in progress (Advantageous)

Business understanding and Experience:

Experience in Financial Services industry and Financial Wellbeing initiatives
Computer literacy – Microsoft Office, especially PowerPoint and Excel
Experience, knowledge and understanding of the Financial Services industry, financial planning arena, financial investment markets, life assurance products and basic economic principles (minimum 2 years)
Strong knowledge of the Financial Services, financial planning arena, financial investment markets, life assurance products
Strong knowledge of Client Services
Advanced relationship building & networking skills at all levels
Excellent oral & written communication skills
Ability to multi-task and delegate where appropriate
Ability to anticipate and manage change
Innovative thinking and delivery

Knowledge and skills:

Planning & Organising
Excellent verbal & written communication skills
Team player
Collaboration
Problem solving skills
Computer literacy

Other requirements:

Must have a valid driver''s license and own vehicle
Must be willing to travel

Competencies

Technical Skills:

Strong knowledge of the Financial Services, financial planning arena, financial investment markets, life assurance products
Strong knowledge of Client Services
Advanced relationship building & networking skills at all levels
Excellent oral & written communication skills
Ability to multi-task and delegate where appropriate
Ability to anticipate and manage change
Innovative thinking and delivery

Behavioural (Interpersonal and intrapersonal)

Responsible and accountable
Excellent verbal and written communication skills
Articulate presentation and professionalism are imperative
Confident
Professional and mature business attitude
Client Service Orientation
Ability to manage expectations
Strong knowledge of the Financial Services, financial planning arena, financial investment markets, life assurance products
Strong knowledge of Client Services
Advanced relationship building & networking skills at all levels
Excellent oral & written communication skills
Ability to multi-task and delegate where appropriate
Ability to anticipate and manage change
Innovative thinking and delivery

Key performance areas:

Do financial education and fund specific presentations to members of our corporate client funds.
Liaise and source opportunities with consultants, to educate members on their corporate funds.
Ability to communicate confidently and professionally with trustees and HR personnel of corporate members.
Identify the members educational needs, i.e. in terms of recommended topics.
Co-ordinate presentations nationally with consultants, other colleagues and directly with corporate members.
Fully understand the material being presented.
Update presentation material as needed, and customize for members as appropriate.
Understand and have knowledge of market offerings and changes to products and fees.
Provide education to members via group presentations, telephone conferencing, radio or satellite broadcasting.
Continually educate him-/herself to keep abreast of legal and technical industry changes.
Assist members to register on the company.
Travel to members (in and out of town travel) and make their own travel bookings.

Administration:

Do own admin; e.g. calendar bookings, invoicing, presentation schedules, attendance registers, travel claims, etc.

TCF (Treating Customers Fairly):

Outcome 3 – Clear and timeous product information; May find better ways to communicate complex issues; Provide feedback on what members don’t understand
Outcome 5 – Education is a service (must be at an acceptable standard);
Outcome 6 – May potentially encounter client complaints and deal with them or pass them on
Outcome 2 – May potentially find that the wrong person is on the wrong product; May identify unmet needs
Outcome 1 – Influencing members’ perceptions of our culture and our commitment to TCF