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.

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