Financial Planning Consultant | Umhlanga

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning C..

Date posted:

Thursday, March 10, 2022

Location:

Durban, South Africa

Salary:

Monthly Salary


SUMMARY:
Financial Planning Consultant | Umhlanga

JOB DESCRIPTION:

  • 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

 

  • Excellent and proven selling ability

  • Excellent verbal and written communication skills in required language

  • Articulate with confident presentation skills

  • Strong client service orientation

  • Attentive to detail and accurate

  • Organised with effective time management skills

  • Proactive – use initiative 

  • Ability to work independently and/ or under pressure

  • Strong work and compliance ethics

  • Empathetic towards clients with sound listening skills

 

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


 

 

 

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