Financial Wellbeing Consultant

SUMMARY:
To fulfil on the Retail and Institutional Customer Value Proposition by, inter alia, assisting with financial wellbeing days, wellness days, member education seminars, campaigns, themed campaigns and initiatives, work-site marketing and consulting as well as fund specific workshops and financial wellness. Where necessary, to support and assist the Financial Planning Consultants to provide holistic financial planning advice to corporate funds members , by identifying their investment and lifestyle needs and objectives and to identify new business opportunities within existing and potential client bases. To help develop and implement strategies and manage relationships with key personnel within assigned and segmented Corporate accounts.

POSITION INFO:
Experience required
At least 6 months - 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

Educational required
· Matric
· Tertiary qualification i.e. relevant. BCom/BBus allowing access to a Post graduate diploma in Financial Planning
· NQF 5 in Wealth Management or higher wealth management qualification
· RE5
Advantageous - CFP license (member of the FPI or studying towards it)

· To attend and assist at corporate wellness days;
· To attend and assist at corporate financial wellbeing days;
· To attend and assist corporate member education sessions;
· To assist with campaigns, themed campaigns, projects and initiatives as required;
· To effectively manage leads from various interventions and provide feedback;
· As required, to assist with worksite marketing and financial awareness;
· To assist in segmented Corporate accounts with brand marketing and financial planning needs;
· Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts;
· Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts;
· Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including:
· Make a written recommendation based on a clients 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;
· Resolve client concerns, queries and/or complaints;
· Source new business by means of referrals.