Requirements:
- Minimum Matric with Tertiary Education in Finance Related field non-negotiable (NQF5: Wealth Management/ BCom)
- RE5 non-negotiable
- Relevant Class of Business’s in place
- Fit and Proper
- Minimum 3 Years in Financial Planning Role
- Excellent command of Microsoft Excel or related software
- Experience in working with Professionals and High Net worth clients.
- Previous Book not a requirement
- Driver’s License and Own Vehicle non-negotiable
Responsibilities:
- Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
- Prospect and obtain new clients in the market to add to its already extensive book
- Provide financial products and services in a professional manner, building rapport and confidence with the clients.
- Work with various FSP’s and internal departments and communicate effectively and efficiently in resolving concerns or queries.
- Maintain ongoing communication with clients
- Develop comprehensive financial plans tailored to individual clients
- Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
- Stay informed about market trends and economic developments
- Assess clients’ risk tolerance and recommend appropriate risk management strategies
- Provide advice on Investment and Risk Products.
- Identify opportunities for cross-selling and upselling financial services
- Network with professionals, attend industry events, and participate in marketing initiatives
- Ensure compliance with industry regulations and ethical standards.
- Maintain accurate records and documentation.
- Stay updated on changes in financial laws and regulations.
- Prepare regular reports for management and clients.
A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.
To apply for this job email your details to Sharonsmit@armstrongappointments.com