Financial Advisor

2 weeks ago

Cape Town, South Africa Job Crystal Full time

Financial Advisor

Cape Town, WC Market Related
- Sector: Financial Planning
- Posted: Tuesday, 1 August 2023Job Details

**PURPOSE OF JOB**

The role encompasses amongst other taking The Company’s service and product offering to market and engaging with prospective and existing clients.

**REPORTING RELATION**

Regional Head: Advisory Partner

**KEY RELATIONS**

External Clients, Internal clients, Leads, Financial Services Board, Financial Planning Institute, Portfolio managers, investment and asset management companies and banks, personal networks.

**QUALIFICATION**

Post graduate Diploma in Financial Planning - CFP

Relevant B Com degree or CA or LLB

Regulatory exam

Class of Business courses completed

**EXPERIENCE**

Min 5 years’ experience in investment and planning environment

**COMPETENCIES**
- Aptitude for figures
- Influencing skills
- Conceptual thinking skills
- Interpersonal understanding
- Good presentation skills
- Effective stress management
- Adaptable and flexible to change
- Appropriate balance of Context and Detail orientation
- Effective interaction abilities
- EQ
- Ability to mentor and teach

**KNOWLEDGE**
- Knowledge of financial markets
- Insurance and investment products
- Thorough understanding and knowledge of global economy, financial and investment markets
- Knowledge on investment and financial planning

**PERSONAL CHARACTERISTICS**
- Client and service oriented
- Affable character
- Integrity
- Quick thinker
- Managerial and delegation skills
- Mature
- Confident
- Well presented
- Sensitivity to the clients
- High sense of duty and loyalty
- Wide range of interests

**KPA/ STRATEGIC BUSINESS DELIVERABLES**
- Building trusting relationships with new and prospective clients
- Ensure constant business development - attract new business, leads and top ups from existing clients
- Provide a financial roadmap and investment solution
- Manage client’s wealth by effective advice and change implementation
- Initiate further referrals from existing clients
- Management of business practice management within The Company, Management of Stats, inflows, FICA and FAIS and internal relationships
- Initiate prospecting events to support business inflows by building quality relationships
- Ensure clients are compliant to Houseview and adopt strategies to change implementation accordingly
- Management of portfolios under managements
- Hold bi-annual client meetings with clients
- Management and development of an Assistant
- Keep abreast of changes by attending training, networking conventions
- Retain clients

**MEASUREMENT**

Contribution to the overall profitability of the business via;
- New inflows from prospective clients,
- Retention of Existing Clients,
- Managing AUM and Net Flows,
- Leverage off the integrated offering across the The Company Group.

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