Financial Advisor
Communicate Recruitment: Finance 3
Capetown, South Africa
4d ago
source : Executive Placements

Qualifications :

  • Grade 12 Certificate
  • Post Graduate Diploma in Financial Planning
  • Certified Financial Planner® (CFP®) and member of FPI.
  • Regulatory Examination 5 Representatives
  • Skills and Experience :

  • 10 years Financial Experience
  • Job description :

  • 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 meet 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 Assets Under Management target R40 million
  • 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 Record
  • Maintain a record of sales generated
  • Maintain a record of pipeline sales
  • Attend and present updates
  • Please visit our website

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