Financial Services Career Specialist
3 days ago
We are seeking a highly motivated and results-driven Financial Services Career Specialist to join our rapidly expanding wealth management team. Based at various offices, this exciting opportunity will provide you with the skills and ability to build your own client base and invest in your current network.
The ideal candidate will be a financial/commercially qualified professional with great sales and business acumen, excellent networking and prospecting skills. They will be someone who wants to build a career in the wealth management environment, is customer focussed, service-orientated, and sales driven.
Main Responsibilities:
- Sourcing and meeting potential clients
- Analysing financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc.
- Completing financial needs analysis on clients
- Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed
- Protecting, securing, and growing clients' wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning
- Providing investment opportunities across a broad spectrum of regulated products
- Monitoring financial market trends to ensure that plans are effective, and to identify any necessary updates
Requirements:
- Tertiary Qualifications: Relevant tertiary qualifications will be highly desirable
- Financial Planning Qualifications: RE5, NQF5, CFP, etc. will be beneficial, but not essential
- Experience: Finance, Financial planning, or Wealth Management experience
- Personality: Customer-centric & results driven
- Professional Communication standards: Clear credit record, with no criminal record
- Valid drivers license (compulsory)
- Own reliable transport (compulsory)
Benefits:
- Excellent performance-linked earning potential
- The best training in wealth management working alongside financial experts
- The opportunity to attain official financial planning & services qualifications
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