Retirement Planning; Investment Planning; Estate Planning) to clients. Build, maintain and grow client base.*ROLES AND RESPONSIBILITIES*1.
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- Understand and analyse estate plans and make necessary recommendations- Understand and analyse a client financial needs analysis and make recommendations- 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 required2.
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 businesss 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 Record3.
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*REQUIREMENTS*Minimum 5-10 years in financial advisory role, dealing with high net-worth clients.
Minimum Bachelors Degree in Financial Planning or similarRegulatory Examination 5 RepresentativesCERTIFIED FINANCIAL PLANNER® Professional will be added advantage only shortlisted candidates will be contacted