JOB TITLE Snr.
Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.
Maintain and grow client base.
ROLES AND 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 ?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 required 2.
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 Record 3.
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 1.
Microsoft Office knowledge (Word, Excel, Outlook, PowerPoint) 2.
Excellent written and verbal presentation skills 3.
Critical Thinking 5.
Professional and presentable 6.
Own reliable transport 7.
Interact professionally with clients and product providers 8.
Perform under pressure 9.
Takes initiative 11.
Ability to meet deadlines 12.
Organises work smartly 13.
Team player REQUIRED KNOWLEDGE / EXPERIENCE Minimum 7 years in a financial advisory role.
REQUIRED QUALIFICATIONS Post Graduate Diploma in Financial Planning Certified Financial Planner (CFP) Regulatory Examination 5 - Representatives