IAC Planner
Alexander Forbes
8d ago


To provide 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, whilst identifying potential new business opportunities that include both life assurance and investments.

  • Matric
  • Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments)
  • CFP licensee (member of the FPI) or studying towards Post Grad Diploma in Financial
  • Behavioural requirements :

  • Excellent verbal and written communication skill.
  • Articulate presentation and professionalism is imperative
  • Selling Skills and proven track record
  • Bilingual
  • 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
  • Job Specification...

    Technical / Investment knowledge :

  • 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, Annuities
  • Voluntary products (savings vehicles)
  • Endowments
  • Unit Trusts / Multi Manager Funds
  • International investments
  • Retirement Funds
  • Life / Risk Products

  • Servicing of existing clients with single and multiple investments
  • Face-to-face (meetings) 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 houseviews
  • 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
  • Apply
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