Financial Advisor

Recruiter:

Communicate Recruitment: Finance 3

Job Ref:

CPM046622/TG

Date posted:

Monday, July 19, 2021

Location:

Capetown, 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 (Investment Specialist)
Location: Cape Town
Salary:
79 days ago

Paraplanner
Location: Cape Town
Salary:
16 days ago

Business Development Manager – Financial Services
Location: Capetown
Salary: Market Related
Business Development Manager – financial Services
75 days ago

Financial Accountant
Location: Cape Town
Salary:
If spreadsheets are your love language and balance sheets spark joy, this one’s for you. A growing group with cross-border operations is on the hunt for a sharp financial Accountant who enjoys owning the numbers and keeping everything squeaky clean. This role sits within a well-established group operating across South Africa and Namibia. You’ll step into a hands-on accounting position ...
3 days ago

WEALTH ASSISTANT
Location: Bellville
Salary: Market related
assistance to the advisor in administration of clients financial review's and investments
4 days ago

Area Manager Cape Town
Location: Cape Town
Salary:
Are you a natural deal-maker who knows their switchgear from their circuit breaker and can spark sales without tripping relationships? If the thought of growing a territory, electrifying client relationships and powering revenue gets your current flowing, this Area Manager (External Sales) role in Cape Town’s northern suburbs is ready for you to plug into.
14 days ago

Retail Management Accountant
Location: Cape Town
Salary:
Crunch numbers, flex brains, and make spreadsheets bow to your brilliance, your next adventure in management accounting awaits. If turning numbers into strategy makes your heart skip a beat, this is the role for you: you’ll lead reporting, budgeting, and forecasting like a pro, collaborate across teams to make business decisions smarter (and less boring), influence efficiency, guide stakehol...
25 days ago

Senior Finance Manager - Retail Operations
Location: Cape Town
Salary:
Are you a CA(SA) who dreams in spreadsheets, spots risks like a hawk, and can herd operations, HR, and property teams without breaking a sweat, ready to call the plays instead of just keeping score? Step into a leadership role with a financially solid national retailer where your insights shape strategy, your CA(SA) skills are celebrated, and you can lead a high-performing finance team while makin...
25 days ago

Finance Manager: Crypto & Blockchain
Location: Cape Town
Salary:
Ever wanted to be the superhero accountant who wrangles chaos, tames wild spreadsheets, and makes blockchain bow to your brilliance? Step into a leadership role where you’ll lead a team of 10+ accounting whizzes, shape processes like a spreadsheet ninja, dive deep into digital assets and blockchain, and combine hands-on accounting with strategy and leadership in a fast-growing global finance...
25 days ago

Crypto Accountant
Location: Cape Town
Salary:
Are you tired of crunching numbers in a traditional ledger? Ready to take your accounting chops to the digital frontier where the only thing faster than transactions is the coffee you’ll need to keep up? Our client is looking for a Web3 Accountant who can balance books, blockchain, and brilliance - all at once. If you can make sense of fiat and crypto, we’ve got a wallet with your name...
25 days ago

Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor in Capetown