Financial Services Specialist

2 weeks ago

Century City, Western Cape, South Africa Insurance and Wealth Creation Professionals Full time

Financial Planning Role

At Insurance and Wealth Creation Professionals, we are seeking a skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will play a vital role in helping individuals and businesses achieve their financial goals.

Key Responsibilities:

  • Client Consultation and Assessment
    • Meet with clients to understand their financial objectives, needs, and risk tolerance.
    • Gather and analyze financial information, including income, expenses, assets, liabilities, and insurance coverage.
    • Assess clients' current financial situation and identify areas for improvement or opportunities.
  • Financial Planning and Strategy Development
    • Develop personalized financial plans that may include savings strategies, investment recommendations, retirement planning, estate planning, and tax planning.
    • Create short-term and long-term financial goals for clients.
    • Design strategies for asset allocation, risk management, and wealth preservation.
  • Investment Management
    • Recommend investment products and services that align with clients' goals and risk profile.
    • Monitor and review investment portfolios regularly to ensure they remain in line with client objectives.
    • Make adjustments to investment strategies as needed based on market conditions or changes in clients' lives.
  • Retirement Planning
    • Help clients plan for retirement by assessing current savings and determining the amount needed to meet retirement goals.
    • Recommend retirement accounts and strategies, such as 401(k)s, IRAs, and annuities.
  • Risk Management and Insurance Planning
    • Assess clients' insurance needs and recommend appropriate products, like life insurance, health insurance, disability insurance, and long-term care insurance.
    • Ensure clients have adequate coverage to protect their financial well-being.
  • Tax Planning
    • Advise clients on tax-efficient strategies for income, investments, and savings.
    • Work with tax professionals to implement tax-saving measures and ensure compliance with tax laws.
  • Estate Planning
    • Assist clients with estate planning, including wills, trusts, and other legal instruments to ensure their assets are distributed according to their wishes.
    • Coordinate with attorneys and estate planners to develop comprehensive estate plans.
  • Ongoing Client Relationship Management
    • Maintain regular contact with clients to review their financial plans and update them as necessary.
    • Provide ongoing support and advice, adjusting plans to accommodate life changes, such as marriage, birth of a child, or career changes.
    • Educate clients on financial topics and help them stay informed about market trends.
  • Compliance and Ethical Standards
    • Ensure all financial advice and actions comply with industry regulations and ethical standards.
    • Maintain up-to-date knowledge of financial laws, regulations, and products.
  • Business Development and Networking
    • Build and maintain a client base through networking, referrals, and marketing efforts.
    • Stay connected with industry professionals and participate in seminars and workshops to expand professional knowledge and client outreach.

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