Financial Planner
Alexander Forbes
10d ago


Alexander Forbes Financial Services is looking for a Financial Planner. The incumbent will be responsible for providing Financial Planning and Investment advice to an existing client base, i.

e. to identify clients' investment and lifestyle needs and objectives and provide the most appropriate investment vehicle / portfolio for them.

Formal requirements :

  • Matric or equivalent
  • Tertiary qualification, i.e. Bcom (majors in Financial Management, Financial Planning or Investments)
  • CFP licensee (member of the FPI)
  • Required experience :

  • Minimum 2 years financial planning or related experience
  • Experience and proven track record of dealing and interacting with clients
  • Key Performance Areas :

  • Servicing of existing clients with single and multiple investments
  • Face-to-face (meetings) annual or bi-annual reviews with clients
  • 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
  • Provide the client with information on the performance of the various investment portfolios available
  • Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
  • Ensure that the client's investment portfolio is consistent with FPC's investment philosophy and house views
  • Provide ongoing financial planning advice to clients as and when clients contact us
  • Resolve client concerns, queries and / or complaints
  • Source new business from existing clients and achieve the prescribed new business targets
  • To adhere and work towards strategic objectives set by FPC from time to time
  • To run cash flow projections and fee comparisons
  • Competencies : Advanced


  • Good understanding of the Financial Services industry - corporate and individual client
  • Good understanding of investments, investment vehicles and retirement funds
  • Good understanding of the tax implications of the various investment options available to clients
  • Linked products : Preservation Funds, Retirement Annuities, Living Annuities, Endowments
  • Voluntary products (savings vehicles)
  • Endowments
  • Unit Trusts / Multi Manager Funds
  • International Investments
  • Retirement Funds
  • Life / Risk Products
  • Expert

  • Excellent verbal and written communication skills.
  • Articulate presentation and professionalism is imperative
  • Excellent command of Afrikaans and English.
  • High level of client service orientation
  • Attention to detail / accuracy
  • Organised and assertive
  • Time management skills
  • Proactive - uses initiative (Self-starter - able to self-motivate)
  • Ability to work independently and under pressure
  • Strong work ethic
  • Have empathy and be able to listen to clients
  • Team player
  • Apply
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