Financial Advisor

7 days ago

Durban, KwaZulu-Natal, South Africa Riseup Management Full time
Objectives of this role
  • Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth
  • Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements
  • Monitor market performance to develop and deliver sound investment advice and strategies
  • Execute accurate reporting that enables sound analysis and financial recommendations
  • Comply with national and local financial regulations by studying existing and proposed legislation
  • Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management
Duties & Responsibilities
  • Providing suitable advice to best fit the needs and requirements of professionals
  • Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
  • Meeting clients to understand their financial objectives
  • Explaining complex information relating to Financial Advisory in a clear and effortless way
  • Managing, maintaining and building new and existing client relationships
  • Growing a client book within the first 24 months and consistently thereafter
  • Adhering to compliance, operational procedures and practice management standards
  • Staying abreast of product information, performance and industry changes
  • Building a professional network and sustainable business within the professional market
  • Interact with clients to offer guidance, point out products, and assist them in making investment decisions
  • Maintain in-depth product knowledge to provide clients with the best, most accurate information possible
  • Utilize persuasion techniques when necessary to close sales
  • Collaborate with other tax, legal, and insurance professionals to develop a clients entire financial roadmap and ensure progress in achieving goals
  • Review client accounts regularly to determine if adjustments are needed
  • Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly.
Desired Experience & Qualifications
  • 2 years experience in the Financial Services industry in a Sales role within the risk and investment spaces
  • 2 years' Financial Planning experience
  • Knowledge and understanding of the dynamics of the professional client market
  • Experience and track record in high-performance sales environments
  • Knowledge of best practice in Financial Planning and Financial Advisory Services
  • Knowledge and understanding of financial planning through meaningful client engagements
  • Experience prospecting for clients, actively seek out new opportunities through referrals, networking, and social media
  • Look after and grow a portfolio of clients
  • Participate in weekly team meetings that provide feedback and continued education opportunities
  • Current certificate of qualifications, which include RE 1 and RE 5
  • Minimum two years of professional experience
  • Knowledge of the insurance, and mutual fund industries
  • Personal integrity and an ability to maintain the confidentiality of company and client information

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