Financial Advisors

SUMMARY:
Our client, a leading wealth and investment specialist brand, is looking for financial advisors to join their team based in Cape Town.

POSITION INFO:

• Optimize business profitability by identifying income opportunities and meeting 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

• 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

• Understand and analyse estate plans and make necessary recommendations

• Understand and analyse a client financial needs analysis and make recommendations

• Deliver quality financial planning and advisory services to existing and prospective clients

• Retain existing clients and generate new clients

• Understand and be able to compare the features and benefits of different risk products

• Have a fair understanding of the different analysis tools from a risk perspective • Keep up to date with tax changes affecting financial/estate planning

• Provide clients with necessary product information when required

Required Qualifications:

• Certificate in Wealth Management or related NQF 5 qualification

• Regulatory Examination 5 - Representatives

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