Introduction
Independent Financial Planner vacancy available in Durban
Duties & Responsibilities

• 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
• New & Existing Clients:
  • Annual new business Assets Under Management target +-R35 million
  • 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
  • Generate new clients and retain them
  • 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
• Compliance & Process:
  • Agree on 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 business's 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

Desired Experience & Qualification

• Bachelor's Degree in Financial Planning or similar
• 5-10 years in financial advisory role
• Regulatory Examination (RE5)
• Certified Financial Planner® Professional will be added advantage
• A valid driver's licence and own reliable transport
• Knowledge of XPlan (or similar)
• Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint)
• Skills and Attributes:
  • Excellent written and verbal presentation skills
  • Active listening
  • Critical Thinking
  • Professional and presentable
  • Interact professionally with clients and product providers
  • Perform under pressure
  • Attention to detail
  • Takes initiative
  • Ability to meet deadlines
  • Organises work smartly
  • Team player

Package & Remuneration
R20 000 Basic (based on experience) + Commission