Financial Advisor
Our client in the Financial Services Industry based in Port Elizabeth is currently looking to employ a Financial Advisor.
An awesome career opportunity awaits! Requirements:
Responsibilities:
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
An awesome career opportunity awaits! Requirements:
- Matric (Grade12).
- Relevant FAIS recognised NQF L6 tertiary qualification is the preferred minimum (NQF L7 and above highly advantageous).
- RE 5 completed.
- Successful completion of supervisory process.
- Postgraduate Diploma in Financial Planning advantageous.
- CFP advantageous.
- 2 years' experience in the Financial Services industry in a sales and advice role within the risk and investment spaces.
- Knowledge and understanding of the dynamics of the professional client market.
- Experience and track record in high-performance sales environments.
- Knowledge of best practice in Financial Planning and Financial Advisory Services.
- Knowledge and understanding of financial planning through meaningful client engagements.
- Proficient in MS Office.
- Experience using a CRM system preferable.
- Experience using financial planning software.
Responsibilities:
- Providing suitable advice to best fit the needs and requirements of professionals.
- Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools.
- Meeting clients to understand their financial objectives.
- Explaining complex information relating to Financial Advisory in a clear and effortless way.
- Managing, maintaining, and building new and existing client relationships.
- Growing a client book within the first 24 months and consistently thereafter.
- Adhering to compliance, operational procedures, and practice management standards.
- Staying abreast of product information, performance, and industry changes.
- Building a professional network and sustainable business within the professional market.
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
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