JUNIOR FINANCIAL PLANNER

Recruiter:

The Recruitment Council

Job Ref:

JUNIOR FINANCIAL PLA..

Date posted:

Tuesday, April 19, 2022

Location:

Durban, South Africa

Salary:

Market Related

SUMMARY:
JUNIOR FINANCIAL PLANNER | KZN

JOB DESCRIPTION:

The successful candidate will 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.

Key performance areas

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

Functional Competencies

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

Strategic Competencies

CUSTOMER CONNECTION

Relationship building
Insight

EXECUTION EXCELLENCE

Product sales
Delivery
Accountability
Operational excellence
Managing change

PEOPLE PRIORITY

Collaboration culture

Managing performance
Developing talent

Requirements

Education and Experience

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.

Knowledge and skills

Financial Planning
Presentation Skills
Sales skills
Time management

Business understanding

Financial Planning Products
Internal Systems (CRM, Interface)

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

Similar jobs you might be interested in:

Junior Financial Accountant - Ballito
Location: Ballito, Kwazulu-natal
Salary: Market-Related
junior financial Accountant - Ballito
48 days ago

Senior Engineer (Water and Wastewater)
Location: Durban
Salary: Annually
Take the lead on complex water and wastewater infrastructure projects that directly support sustainable growth and resilient communities. We are looking for a professionally registered Senior Engineer or Senior Technologist to join an expanding Water & Wastewater Infrastructure team in Durban, delivering major municipal and bulk services projects across South Africa and selected international ...
3 days ago

Compliance & AML Officer
Location: Umhlanga Ridge
Salary: Market related
Compliance & AML Officer
3 days ago

Junior Bookkeeper
Location: Durban
Salary:
Our client, a leading South African healthcare company based in Cornubia, is looking for a detail-oriented and motivated junior Bookkeeper to join their finance team.The successful candidate will be responsible for maintaining accurate financial records, processing daily financial transactions, assisting with account reconciliations, and supporting the preparation of basic financial reports.
4 days ago

Junior Administration Assistant
Location: Illovo
Salary: 25 000 CTC per month
Our client, a well-established and respected financial services company, is seeking a junior Administration Assistant to join their Private Clients team.
11 days ago

GL and Treasury Accountant
Location: Durban
Salary:
A leading global retail marketing company based in La Mercy is seeking a dedicated and skilled GL & Treasury Accountant to join its Finance Department on a 6-month contractThis role focuses on ensuring financial accuracy, integrity, and efficiency while managing treasury functions and maintaining compliance with accounting standards and internal controls.
15 days ago

Senior Group Finance Officer
Location: Durban
Salary: Monthly
Job Title: Senior Group Finance OfficerDepartment: FinanceLocation: Durban Head Office, KwaZulu-NatalEmployment Type: PermanentClosing Date: 13 August 2026About UsStratogo is a professional recruitment and workforce solutions company specializing in sourcing and placing top talent across various industries.Our client, a leading FMCG manufacturing company, is seeking an experienced Senior Group Fin...
18 days ago

Senior Brand Manager
Location: Durban
Salary: Monthly
Job Title: Senior Brand ManagerDepartment: MarketingLocation: Durban Head Office, KwaZulu-NatalEmployment Type: PermanentClosing Date: Until FilledAbout UsStratogo is a professional recruitment and workforce solutions company specializing in sourcing and placing top talent across various industries.Our client, a leading FMCG manufacturing company, is seeking an experienced Senior Brand Manager&nbs...
18 days ago

COST ACCOUNTANT - FOUNDRY/HEAVY ENGINEERING
Location: Durban
Salary: Monthly
COST ACCOUNTANT with Engineering OR Foundry Industry experience - Mid-Career/Jnr Position* Degree in Cost Accounting - CIMA or Studying toward - An AdvantageDurban (Phoenix) area, KZN
25 days ago

Senior Engineer - Urban Infrastucture
Location: Durban
Salary:
Senior Engineer / Senior Technologist –Water & Wastewater Sector We are seeking an experienced and professionally registered Senior Engineer / Senior Technologist to join our expanding Water & Wastewater Infrastructure team. This is an exciting opportunity for a motivated professional to lead the planning, design and implementation of major municipal water and wastewater infrast...
8 days ago

JUNIOR FINANCIAL PLANNER

Similar jobs you might be interested in:

Create a free job alert for JUNIOR FINANCIAL PLANNER in Durban

Jobseekers

Recruiter

General