Financial Planner
1 week ago
Financial Planner Company Overview
A leading financial services provider is committed to empowering individuals by offering expert guidance and tailored financial solutions.
The company provides a robust support system to ensure the success of financial planners.
Support & BenefitsWhat We Offer:
- Office Space & Infrastructure: Fully equipped office facilities, including internet, email, telephone, and secure data storage.
- Administrative Support: Assistance with new business finalization, client services, and client retention strategies.
- Business Development Support: Access to business coaching, client advice support, and practice management assistance.
- Training & Development: Technical and soft skills training, support for industry-related qualifications, and ongoing professional development.
- Leads & Client Engagement Tools: Access to an effective leads system, mobile nurses for client medicals, and sales consultants to assist with client projects and database segmentation.
- Product & Compliance Support: Access to product specialists in risk, savings, investments, private wealth, and loyalty programs, as well as compliance and legal advisory support.
- Marketing Support: Assistance with branding and client outreach strategies.
- Financial Planning Tools: State-of-the-art digital tools for financial planning and client portfolio management.
Competitive commission structure (up to %), vesting bonuses for the first two years, performance bonuses (13th cheque in December), training allowance of R26,, paid over the first three months, interest-free technology loan of R16, and membership in pension and group life schemes.
Key Responsibilities- Build and maintain strong client relationships through networking and prospecting.
- Conduct face-to-face client meetings to assess financial needs and provide suitable financial solutions.
- Offer professional financial advice with a focus on client retention and long-term financial planning.
- Monitor client portfolios, manage policy renewals, and address unpaid premiums or cancellations.
- Apply risk management principles to maintain a profitable client portfolio.
- Utilize financial planning tools and industry knowledge to support clients effectively.
- Stay updated on market trends, compliance requirements, and product offerings.
- Excellent communication and interpersonal skills.
- Strong networking and prospecting abilities.
- Client-centric approach with a commitment to ethical conduct and professionalism.
- Sales-driven mindset with the ability to generate and convert leads.
- Proficiency in computers and technology for managing client portfolios.
- Degree or relevant industry qualifications (preferred).
- RE5 Certification (preferred but not required).
- Driver's license and access to a vehicle.
- Financial industry experience (advantageous).
- Clear criminal and credit record.
If you are passionate about financial planning and want to build a successful career in a dynamic environment, apply today to become a Financial Planner and help clients secure their financial future.
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