Senior Financial Advisor
Milton Resourcing Ltd.
KwaZulu-Natal, South Africa
6d ago
source : findojobs-za

Reference : JHB000601-GM-1 A financial services provider is looking for a Senior Financial Advisor to provide financial advice (investment, tax and insurance) to clients plus maintain and grow client base.

Responsibilities New & Existing 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 Deliver quality financial planning and advisory services to existing and prospective clients Retain existing clients and generate new clients Optimise 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 Annual new business AUM target R30m Compliance & Process : Agree and document services to be provided Provide and explain regulatory disclosures to new / existing clients Agree and sign service level agreements with new / existing clients Conduct financial needs analysis for clients using business’s FNA system Consolidate recommendations and action steps into a financial plan Source quotations for product related recommendations Present recommendations, listen to clients concerns and revise strategies if necessary Get clients to complete and sign all advisory documents and instructions Complete Client Advice Record Sales Management : Maintain a record of sales generated Maintain a record of pipeline sales Attend and present updates at internal sales meetings Achieve sales target set SKILLS AND ATTRIBUTES : Microsoft Office knowledge (Word, Excel, Outlook, PowerPoint) Excellent written and verbal presentation skills Active listening Critical Thinking Professional and presentable Own reliable transport Interact professionally with clients and product providers Perform under pressure Attention to detail Qualifications and Experience Post Graduate Diploma in Financial Planning Certified Financial Planner® (CFP®) Regulatory Examination 5 -

Representatives Minimum 5 years in a senior financial advisory or similar role, dealing with high net-worth clients R R360 000 -

R600 000 Annually plus Commission

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