Financial Advisor
5 days ago
**JOB TITLE**
**Financial Advisor (Investment Specialist) - Gauteng or Western Cape**
**REPORTING TO**
Chief Investments Officer
R30 000 R50 000
**PURPOSE OF POSITION**
The purpose of the Financial Advisor (Investments Specialist) role is to:
- Provide financial advice (investment, tax and insurance) to clients. Build, maintain and grow client base.
**ROLES AND RESPONSIBILITIES**
- **
1. **New & Existing Clients**:
- 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
- Generate new clients and retain them
- 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 +-R35 million
- **
2. **Compliance & Process**
- 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 businesss 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
- **
3. **Sales Management**
- Maintain a record of sales generated
- Maintain a record of pipeline sales
- Attend and present updates at internal sales meetings
- Achieve sales target set
**SKILLS AND ATTRIBUTES**
- Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint)
- Excellent written and verbal presentation skills
- Active listening
- Critical Thinking
- Professional and presentable
- Own reliable transport
- Interact professionally with clients and product providers
- Perform under pressure
- Attention to detail
- Takes initiative
- Ability to meet deadlines
- Organises work smartly
- Team player
**REQUIRED KNOWLEDGE / EXPERIENCE**
Minimum 3 years in financial advisory role within an independent broker
**REQUIRED QUALIFICATIONS**
Minimum Bachelors Degree in Financial Planning or similar Regulatory Examination 5 Representatives
CERTIFIED FINANCIAL PLANNER® Professional will be added advantage
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