Junior Financial Advisor

Recruiter:

The Recruitment Council

Job Ref:

Junior Financial Adv..

Date posted:

Sunday, March 6, 2022

Location:

Pretoria, South Africa

Salary:

400000

SUMMARY:
Junior Financial Adviso

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 Administrator
Location: Benoni
Salary:
Our client in the Manufacturing Industry is seeking to employ a junior financial Administrator to join their team. Please note that this is a fixed-term contract.Location: Benoni, Gauteng
7 days ago

Junior Accountant / Senior Financial Accountant
Location: Centurion
Salary: 350 000 Annually
The ideal candidate must be task driven, customer-centric, and will be responsible in assisting with budgetary control and expense management. As well as providing financial support to staff and customers and acting as a conduit between the company and Group Shared Service. Let’s chat and let us see how we can navigate your career journey.
14 days ago

Junior Financial Analyst
Location: Johannesburg
Salary: 240000 Annually
Launch your career in finance with a role that puts you at the heart of strategic decision-making. As a junior financial Analyst, you’ll turn raw data into actionable insights, uncover trends that influence business outcomes, and gain exposure to real financial strategy in a thriving, high-growth environment. If you’re analytical, curious, and eager to make an impact, this role offers ...
15 days ago

Junior Financial Accountant
Location: Johannesburg
Salary: 200000 Annually
Step into a fast-paced finance environment where your work truly matters. As a junior financial Accountant, you’ll get hands-on experience across the full accounting cycle, contribute to meaningful financial decisions, and develop skills that will fast-track your career in the financial services industry. This is more than just crunching numbers, it’s about building expertise, influenc...
15 days ago

Junior Financial Administrator
Location: Fourways
Salary:
Job PurposeThe junior financial Administrator provides support to the finance and accounting team by assisting with day-to-day financial operations, record-keeping, and reporting. This role ensures accurate financial data management, helps maintain compliance, and contributes to smooth financial operations within the organization. Key Responsibilitiesfinancial AdministrationAssist with accoun...
16 days ago

Financial Administrator / Junior Accountant
Location: Pretoria
Salary: Monthly
Area: Val-de-Grace, Pretoria EastOffice based positionWorking Hours: Full time - Monday to FridayOur client is seeking a detail-oriented, self-driven, and highly organised financial Administrator / junior Accountant to join our client’s finance team.This is an exciting opportunity for a motivated individual who thrives in a fast-paced and evolving business environment and is eager to grow wi...
29 days ago

Financial Advisor
Location: Johannesburg
Salary: Market Related
financial advisor
51 days ago

Actuarial Pricing Specialist
Location: Johannesburg
Salary: R1 000 000.00
Non- Negotiable:Short term Insurance experience Must have passed F100 ExamThis role will be to assist with pricing, product development and providing insights to the Clients General Insurance Business. The role will provide technical support in the form of pricing, product review and development of new and existing business.
2 days ago

Actuarial Pricing Specialist
Location: Johannesburg
Salary: Monthly
Psybergate is an IT company that builds bespoke software solutions and provides highly skilled resources to its clients.We are looking for an Actuarial Pricing Specialist to join our financial services client based in Sandton on a permanent role.
2 days ago

Actuarial Pricing Specialist
Location: Johannesburg
Salary:
2 days ago

Junior Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Junior Financial Advisor in Pretoria

Jobseekers

Recruiter

General