Wealth Manager CFP

Recruiter:

Communicate Recruitment: Finance 3

Job Ref:

CPM046717/TG

Date posted:

Wednesday, August 4, 2021

Location:

Capetown, South Africa

Salary:

600 000 Annually

SUMMARY:
An independent Financial Planning Practice is looking for a Wealth Manager to provide financial advice to their clients. Should you have 10 yearsÃ¢Â€Â™ experience as a Financial Advisor, a CFP and an RE5 accreditation, apply for this role today!

POSITION INFO:

Qualifications:

Grade 12 Certificate
Post Graduate Diploma in Financial Planning
Certified Financial Planner® (CFP®) and member of FPI.
Regulatory Examination 5 – Representatives

Skills and Experience:

10 years Financial Experience
Ultra high networth clientele

Job description:

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
Deliver quality financial planning and advisory services to existing and prospective clients
Retain existing clients and generate new clients
Optimise business profitability by identifying income opportunities and meet 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
Annual new business Assets Under Management target R40 million
Agree and document services to be provided
Provide and explain regulatory disclosures to new/existing clients
Agree and sign service level agreements with new/existing clients
Conduct financial needs analysis for clients using business’s FNA system
Consolidate recommendations and action steps into a financial plan
Source quotations for product related recommendations
Present recommendations, listen to clients concerns and revise strategies if necessary
Get clients to complete and sign all advisory documents and instructions
Complete Client Advice Record
Maintain a record of sales generated
Maintain a record of pipeline sales
Attend and present updates

Please visit our website --------Please upload your CV here--------> to submit your CV directly or to view other finance related jobs. If you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database for any other suitable positions

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

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