Financial Planning Consultant

SUMMARY:
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

POSITION INFO:
At least 2 years’ experience in the: -
· Financial Services industry – including service providers and the retail market
· Legislation governing investment markets (local and offshore), investment vehicles and retirement funds
· Tax implications of the various investment options available · Specific long-term Insurance Categories,
· Compulsory and Discretionary Investments
· Ability to provide Estate Planning advice and the gathering of information to draft standard wills
· Ability to build rapport with key stakeholders

· Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
· Make a written recommendation based on a client’s responses to the risk profile questionnaire and subsequent discussions
· Provide the client with information on the performance of the various investment portfolios available
· Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
· Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy · Provide ongoing financial planning advice to “retained” clients
· Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
· Manage and strengthen relationships with key staff in assigned Corporate
· Resolve client concerns, queries and/or complaints · Source new business from retained clients and by means of referrals
· Implement and process advice in line with FPC systems and policies
· Support AF’s client related strategies and deliver key goals as contained in an approved business plan