Our Client, a JSE-listed top bank in South Africa, currently seeks to appoint seasoned Financial Planners to be based in Port Elizabeth and East London in the Eastern Cape. In this role, you will deliver to Private Wealth clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index and drive client retention utilising money management principles.

Requirements:

• Degree in Finance, Economics or Accounting- essential
• Certified Financial Planner (CFP)- preferred
• 3 to 5 years' financial planning / related experience in a Banking, Investment, Financial Planning, Wealth Management, and client-facing environment
• Must have a full understanding of money management principles
• Sound working knowledge of required business-related systems
• Sound working knowledge of Banking and Financial Services Regulatory requirements
• Knowledge on wealth management creation and accumulation
• Wealth protection or risk knowledge
• Proven track record of servicing a portfolio of clients and in the acquisition of new relationships
• Excellent knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions
• Sound knowledge of the bank's risk and other mandates to ensure exercising good commercial judgment while representing the nank's and the shareholders' interests always
• Must have RE 5 and be signed-off on the following:
• 3 Long-Term Insurance subcategory B1
• 4 Long-Term Insurance subcategory C
• 5 Retail Pension Benefits
• 14 Participatory Interests in a Collective Investment Scheme
• 17 Long-term Deposits
• 18 Short-term Deposits
• 22 Long-term Insurance subcategory B1-A

Main duties will include, but are not limited to:

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Participate in planned activities that are appropriate for own development
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Develop, encourage and nurture collaborative relationships within the business
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Deliver customer experience excellence in own service delivery aligned to organisational values and service standards
• Deliver internal and external customer service excellence through adherence to quality service standards
• Prevent wastage and identify process improvements to contain and reduce costs
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

Suitable applicants are encouraged to respond to this ad or submit their CV directly to [Email Address Removed] for immediate consideration. Should you not receive a response within 2 weeks, please deem your application as being unsuccessful.

Desired Skills:

• financial planning
• financial planner
• investment
• banking
• accounting
• financial advisor
• FAIS
• RE
• Regulatory exam

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Degree