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.

Similar jobs you might be interested in:

Regional Financial Manager
Location: Durban
Salary:
A prominent organization within the multi-site operational services sector is looking to appoint a seasoned Regional financial Manager, based in Durban North, to strengthen its finance leadership capability.
4 days ago

Regional Financial Manager
Location: Durban
Salary:
A prominent organization within the multi-site operational services sector is looking to appoint a seasoned Regional financial Manager, based in Durban North, to strengthen its finance leadership capability.
16 days ago

Retail Branch Manager
Location: Glenwood
Salary: R260 000.00 per annum (ctc) - negotiable
A JSE-listed retail group with a strong market presence is looking for a high-performing Retail Branch Manager to lead its Glenwood branch. This role offers the opportunity to run the branch as a business, driving sales, profitability, and service excellence while developing and motivating a committed retail team.
4 days ago

Passenger Vehicle Stock Controller - KwaZulu Natal, Pinetown
Location: Pinetown
Salary:
Remuneration: R11500.00 to R14000.00 dependent on skillset and experienceÂ Purpose Of The Job:Â Our Client is looking for an experienced Passenger Vehicle Stock Controller, to join their busy Team. The Passenger Vehicle Stock Controller is responsible for the effective management, control, and reconciliation of all new and used passenger vehicle stock. This role is critical in ensuring accurate st...
4 days ago

Store Supervisor
Location: Umhlanga
Salary: 8500 monthly
Future Careers is seeking a Store Supervisor for a leading fashion retail brand based in umhlanga.
4 days ago

Financial Accountant
Location: Durban
Salary:
6 days ago

Branch Administrator
Location: Pinetown
Salary: 20 000 Monthly
Pinetown - Join a leading industrial solutions provider as a Branch Administrator and take charge of managing staff, administration, and branch operations.
7 days ago

Enterprise Risk Manager
Location: Durban
Salary:
7 days ago

Maintenance Planner (Pragma Systems)
Location: Durban
Salary:
8 days ago

PUM 17722 - Professional Quantity Surveyor (SACQSP) – Durban
Location: Durban
Salary: R70 000 cost to company per month
Professional Quantity Surveyor (SACQSP) – Durban
11 days ago

Financial Planning Consultant | Umhlanga

Similar jobs you might be interested in:

Create a free job alert for Financial Planning Consultant | Umhlanga in Durban

Jobseekers

Recruiter

General