logo

Financial Planning Consultant

Job Category: FPC
Job Type: Permanent
Job Location: South Africa

About the role:

Like artisans or craftsmen who spend years honing their crafts, financial advisors have invested hundreds of hours growing their skills for the benefit of their clients and that is time well spent.

The role is about shaping the future of our clients and helping them achieve their financial goals by providing holistic financial advice that encourages financial freedom. It entails identifying new business opportunities within existing and new customer bases. Partnering and maintaining relationships with our members and clients to give them the best financial advice.

 

Key performance areas:

  • Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
  • Manage and strengthen relationships with key staff in assigned Corporates
  • Source new business from retained clients and by means of referrals
  • Support AF’s 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 clients concerns, queries and/or complaints

 

Minimum requirements:

  • A valid driver’s licence
  • 3 – 5 years’ experience
  • Bcom degree, Financial Planning, Investments, Wealth Management
  • CFP candidates are preferred

 

Recruiter: Antonett Lodewick

Apply for this position

Allowed Type(s): .pdf, .doc, .docx