Financial Planner | Umhlanga, Durban | Ref: NorthernBlu20200313 222 views

OVERVIEW

Are you passionate about helping people achieve financial independence? A vacancy exists for a driven individual to become part of our clients Sanlam franchise team as a professional Financial Planner. The purpose of this role is to provide financial planning and investment advice to clients, based on the client’s individual investment, lifestyle needs and objectives.

It will be expected of you to partner with your own and our clients, clients, clients through their life journey and to treat each client as an individual by co-creating a unique tailored financial plan to assist them to achieve their financial goals.

If you have excellent people skills, an entrepreneurial spirit and are passionate to provide clients with a solution to address their financial needs, then you will fit in perfectly with our clients team.  In turn, our client will commit to ensure that you receive the necessary training to perform to your best ability to ensure that you earn the commission that you have worked for. This is a commission based position. 

DUTIES    

  • Networking and prospecting to establish and maintain long-term client relationships
  • Set up appointments and meet with clients in person (cold-calling, contacting existing frame of reverence and existing clients of the Practice)
  • Interview the client to establish their financial needs to provide them with an analysis and solution to address their needs
  • Create and protect the financial security and wealth of clients
  • Assist clients to achieve their financial goals
  • Create and cultivate a long-term client/financial planner relationship and manage your professional practice as though it is your own business
  • Remain accredited and compliant to legislative requirements
  • Remain up to date with relevant market and industry related topics

MINIMUM QUALIFICATIONS 

  • Grade 12 / Matric (essential)
  • RE 5
  • Minimum NQF 5 qualification
  • A CFP will be to your advantage
  • 3+ years industry experience
  • At least 28 years of age

FURTHER REQUIREMENTS

  • Clear Credit Record
  • Clear Criminal Record
  • Own reliable vehicle and a Code 08 Drivers License is essential

PERSONALITY AND ADDITIONAL 

  • Prospecting and Business Networking
  • Analytical thinking
  • Go-getter
  • Self-motivated
  • Attention to details
  • A professional appearance and demeanor
  • Proven Sales Ability or excellent interpersonal skills
  • Ability to work independently but as part of a bigger team

More Information

Only registered candidates can apply for this vacancy.
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