Financial Planner

SUMMARY:
Our client is a longstanding, national team of Wealth Specialists. They boast a local "dream team" of Wealth Planners, who are growing their book and seek a strong and credible professional individual to join this team.

POSITION INFO:

Summary:

Wealth Planners are Financial Advisors who are sales driven financial services professionals with a passion for prospecting, advising, and servicing High Net Wealth (HNW) clients with a specific focus on their lump sum investments and estates planning needs. These client needs are achieved through the local and offshore Personal Share Portfolio (PSP) and Fund product offerings.

The role is ideal for a sales-driven individual, who wants to establish and build a career in a private client advisory environment which is achieved through growing an investment client book within the company''s Regional Offices.

Minimum Requirements:

• Recognised tertiary qualification to be able to provide client advice and be added to the licence.
• Written and passed the Representative (RE5) exam and are currently on the FSP''s licence as a Representative giving advice and providing an intermediary service.
• Minimum 5 years’ experience in a Financial Advisory role.
• Postgraduate Diploma in Financial Planning preferred.
• Valid driver''s licence.

The Right Person:

• Experience and track record in high performance sales environments.
• Experience in investment advisory to clients as a Wealth Manager in the High Net Wealth segment will be considered advantageous.
• Strong sales, interpersonal and business development skills and acumen.
• Ability to demonstrate a high level of new business prospecting activity.
• Ability to grow an investment client book within the first 12 months and consistently thereafter.
• Has an unique network in which you can attract and source private client business as well as IFAs that want to merge their investment client books into the company.
• Needs to be a team player with the ability to function independently as well as be able to grow to manage a small team.

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