Life & Investment Financial Advisor

 

Recruiter:

The Recruitment Council

Job Ref:

Life & Investment Fi..

Date posted:

Tuesday, January 4, 2022

Location:

CapeTown, South Africa

Salary:

R25 000


SUMMARY:
Life and Investment Advisor

JOB DESCRIPTION:

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

 

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



 

 

 

Similar jobs you might be interested in:

Pricing Actuary
Location: Cape Town
Salary: Annually
Step into the world of high-impact investing with a market-leading investment group specialising in non-performing debt acquisitions across South Africa, Namibia, and Botswana. In this role, you’ll work closely with senior investment executives, valuing complex portfolios and building advanced models that directly influence Board-level strategy and multi-million-rand investment decisions.
11 days ago


SENIOR WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Assistance to the advisor in administration of clients financial review's and investments.
11 days ago


Pricing Actuary
Location: Cape Town
Salary: Annually
Step into the world of high-impact investing with a market-leading investment group specialising in non-performing debt acquisitions across South Africa, Namibia, and Botswana. In this role, you’ll work closely with senior investment executives, valuing complex portfolios and building advanced models that directly influence board-level strategy and multi-million-rand investment decisions.
16 days ago


Pricing Actuary
Location: Cape Town
Salary: Annually
Step into the world of high-impact investing with a market-leading investment group specialising in non-performing debt acquisitions across South Africa, Namibia, and Botswana. In this role, you’ll work closely with senior investment executives, valuing complex portfolios and building advanced models that directly influence board-level strategy and multi-million-rand investment decisions.
25 days ago


Pricing Actuary
Location: Cape Town
Salary:
Step into the world of high-impact investing with a market leader in non-performing debt acquisitions operating across South Africa, Namibia, and Botswana. You will work directly with senior investment executives, valuing complex portfolios and building predictive models that drive strategy at the highest level.
25 days ago


Intermediate – Senior Business Analyst
Location: Cape Town
Salary:
20 days ago


Account Manager
Location: Cape Town
Salary:
Our client, based in the Northern Suburbs, specialising in in-store marketing, is looking for a Key Account Manager to join their team. Role overview:The Account Manager is responsible to take the sales game to a whole new level with Brands within the retailer environment, by joining forces with a Creative Team and help provide ground-breaking brand-building strategies to a wide range of clie...
4 days ago


Wealth Administrator
Location: Century City
Salary: Market related
Join a dynamic wealth management environment where you'll play a key role in delivering a seamless o
Today


Group Accountant: Maternity Cover
Location: Cape Town
Salary: Market related
Join this finance team in a pivotal role where you will support group reporting, consolidation, and
Today


Receptionist / Administrator
Location: Somerset West
Salary:
My client, an elite financial services and investment concern located in Somerset West, is seeking to employ a Receptionist to join their team.
Today


Create a free job alert for Life & Investment Financial Advisor in CapeTown

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions