Life & Investment Financial Advisor

The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.

Roles And Responsibilities:

• Optimize business profitability by identifying income opportunities and meeting agreed income targets
• Facilitate requirements between clients and product/service providers
• Track and report progress of agreed implementation to clients
• Issue confirmation of implementation to clients
• Conduct annual reviews with clients
• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate clients/prospects
• Contact clients/prospects to introduce or position products and service offering
• Create interest and secure financial planning meetings with prospects/clients
• Understand and analyze estate plans and make necessary recommendations
• Understand and analyze a client financial needs analysis and make recommendations
• Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Understand and be able to compare the features and benefits of different risk products
• Have a fair understanding of the different analysis tools from a risk perspective
• Keep up to date with tax changes affecting financial/estate planning
• Provide clients with necessary product information when required

Required Qualifications:

• Post Graduate Diploma in Financial Planning
• Certified Financial Planner® (CFP®)
• Regulatory Examination 5 - Representatives