Financial Planning Consultant | Sandton

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning C..

Date posted:

Friday, June 2, 2023

Location:

sandton, Gauteng, South Africa

Salary:

Market Related

SUMMARY:
Financial Planning Consultant | Sandton

POSITION INFO:

The purpose of this role is to provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within
assigned corporate accounts.

Required

Matric
BCom (majors in Financial Management or Financial Planning or Investments)
CFP
Minimum 5 years’ experience in financial advisory role

Responsibilities

Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
Manage and strengthen relationships with key staff in assigned Corporates
Source new business from retained clients and by means of referrals
Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy
Provide the client with information on the performance of the various investment portfolios available
Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.
Completed recommendation within agreed turnaround times
Provide the client with information on the performance of the various investment portfolios available
Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.
Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
Provide holistic financial planning services (including investments, risk cover and estate planning) to clients
Resolve client concerns, queries and/or complaints

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