Financial Planning Expert

1 month ago


Pretoria, Gauteng, South Africa Rory Mackie & Associates Full time
Senior Financial Advisor

About Rory Mackie & Associates:

We are a leading Private Bank and Wealth Manager catering to High-Net-Worth clients. Our team is committed to providing exceptional financial advice and services.

Job Summary:

We are seeking a highly skilled Senior Financial Advisor to join our team. As a key member, you will provide personalized financial planning and advisory services to our esteemed clients.

Responsibilities:

  • Analyze clients' financial situations and develop comprehensive financial plans, aligning with the latest regulations and best practices.
  • Source new business opportunities through private banking channels and referrals from colleagues.
  • Maintain strong relationships with private bankers, ensuring seamless collaboration and access to support services.
  • Conduct annual financial reviews with clients, providing tailored recommendations and guidance.
  • Stay up-to-date with industry developments, legislative changes, and product innovations to deliver expert advice.
  • Collaborate with the Client Services Centre to address client queries and provide technical support.
  • Assist regional management in developing marketing and sales strategies.

Requirements:

  • Relevant tertiary qualification, preferably in finance or a related field.
  • RE5 qualification is mandatory, while CFP certification is advantageous.
  • Proven experience in a financial advisory role, particularly working with High-Net-Worth clients.
  • Strong understanding of long-term insurance products, tax legislation, and estate duty regulations.
  • Excellent interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work under pressure, prioritize tasks, and maintain a high level of organization.

Compensation:

The estimated salary for this position is $120,000 - $150,000 per annum, commensurate with experience and qualifications.



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