Financial Advisor

Recruiter:

Communicate Recruitment: Finance 3

Job Ref:

CPM046621/TG

Date posted:

Monday, July 19, 2021

Location:

Durban, South Africa

Salary:

700 000 Annually

SUMMARY:
An independent Financial Planning Practice is looking for a Senior Financial Advisor to provide financial advice to their clients. Should you have 10 yearsÃ¢Â€Â™ experience as a Financial Advisor and an RE5 accreditation, apply for this role today!

POSITION INFO:

Qualifications:

Grade 12 Certificate
Post Graduate Diploma in Financial Planning
Certified Financial Planner® (CFP®) and member of FPI.
Regulatory Examination 5 – Representatives

Skills and Experience:

10 years Financial Experience

Job description:

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
Conduct annual reviews with clients
Annual new business Assets Under Management target R40 million
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
Maintain a record of sales generated
Maintain a record of pipeline sales
Attend and present updates

Please visit our website --------Please upload your CV here--------> to submit your CV directly or to view other finance related jobs. If you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database for any other suitable positions

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Advisor- Entry Level
Location: Durban
Salary: Monthly Salary
financial advisor- Entry Level
13 days ago

Financial Consultant / Investment Advisor
Location: Durban
Salary:
A client leading in Human Resources solutions is seeking for an experienced and results-driven financial Consultant to join their growing financial services team, with a flexible/hybrid work location. The ideal candidate will possess strong industry knowledge, a proven track record in financial advisory services, and an established book of high-net-worth or mass affluent clients. This role of...
28 days ago

Senior Cost Accountant / Finance Manager
Location: Pinetown
Salary:
A well-established and growing manufacturing and installation company operating in the branding and marketing sector is seeking a highly experienced Cost Accountant to lead its finance function.The business operates in a high paced jobbing-shop, project-driven manufacturing environment, producing custom-built solutions with varying one-off cost structures, lead times, and installation components. ...
90 days ago

Sage Accounting Online and Sage 50 Partner Accounting Consultant
Location: Durban
Salary: 15 000 Monthly
Sage Accounting Consultant (Sage Accounting Online and Sage 50 Partner)Remote. Well-established business is seeking a skilled and client-focused Sage Accounting Consultant with a Diploma / Degree in Accounting / Finance / Bookkeeping or related field and 3–5 years’ experience working with Sage Accounting Online and Sage 50 Partner. Proven exposure to system implementatio...
6 days ago

Junior Financial Analyst
Location: Durban
Salary:
Strong in analytics and ready to step into commercial finance? This Junior financial Analyst role offers exposure to EXCO and senior stakeholders.
5 days ago

Financial Accountant
Location: Durban
Salary: 360 000
Responsible for managing an organization’s financial records, ensuring accuracy, compliance, and timely reporting to support business decision-making.
5 days ago

Divisional Financial Accountant
Location: Durban
Salary: 550000 Annually
A Divisional financial Accountant is needed in Durban South. Are you a detail-driven finance professional who thrives in a fast-paced, high-volume environment? We’re looking for a Divisional financial Accountant to join a dynamic finance team, where accuracy, deadlines, and ownership are key.
11 days ago

Financial Accountant: Stock
Location: Durban
Salary:
12 days ago

Divisional Financial Accountant CA(SA)
Location: Durban
Salary: 550000 Annually
Divisional financial Accountant needed in Durban South.
13 days ago

Divisional Financial Accountant
Location: Durban
Salary:
Own the Numbers. Drive the Function.
13 days ago

Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor in Durban