Financial Planning Consultant | Gauteng

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning C..

Date posted:

Thursday, March 10, 2022

Location:

Johannesburg, South Africa

Salary:

Monthly Salary


SUMMARY:
Financial Planning Consultant | Gauteng

JOB DESCRIPTION:

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.

DUTIES:

  • Source new business from retained clients and by means of referrals 

  • 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

 

Financial Planning, Presentation Skills, Sales skills, Time management, computer literacy.
Understanding of Financial Planning Products, Internal Systems (CRM, Interface)

CUSTOMER CONNECTION

  • Relationship building

  • Insight

EXECUTION EXCELLENCE

  • Product sales

  • Delivery

  • Accountability

  • Operational excellence

  • Managing change

PEOPLE PRIORITY

  • Collaboration culture

 

  • Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); 

  • CFP.

  • Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)

  • Minimum 2 years’ experience in financial advisory role.

 

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


 

 

 

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