Senior Financial Advisor (CFP) | Johannesburg, Cape Town or Durban | Ref: GRA20210706-02

OVERVIEW:

The purpose of the Senior Financial Advisor (Investments Specialist) role is to:
Provide financial advice (investment, tax and insurance) to clients. Maintain and grow client base.

KEY TASKS AND RESPONSIBILITIES: 

New & Existing Clients:

  • 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
    Retain existing clients and generate new clients
    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

2. Compliance & Process

  • Agree and 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

3. 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

PERSONAL SKILLS & QUALITIES REQUIRED:

  • Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint)
  • Excellent written and verbal presentation skills
  • Active listening
  • Critical Thinking
  • Professional and presentable
  • Own reliable transport
  • Interact professionally with clients and product providers
  • Perform under pressure
  • Attention to detail
  • Takes initiative

REQUIRED KNOWLEDGE:

  • Minimum 10 years in a senior financial advisory or similar role, dealing with high
    net-worth clients.

REQUIRED QUALIFICATIONS: 

  • Post Graduate Diploma in Financial Planning
  • Certified Financial Planner® (CFP®) and member of FPI
  • Regulatory Examination 5 – Representatives

SALARY: 

  • Basic + Commission
  • Bonus Incentive

More Information

Only candidates with package can apply for this job.
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