Expert Financial Consultant
6 days ago
Job Overview
Armstrong Appointments is seeking an experienced Financial Advisor to join our team. As a key member of our brokerage, you will be responsible for providing exceptional financial planning services to our clients.
Key Responsibilities:
- Work with our book of clients to review their portfolios and provide professional financial advice.
- Prospect and obtain new clients to add to our existing book.
- Provide financial products and services in a professional manner, building rapport and confidence with clients.
- Work with various FSPs and internal departments to resolve concerns and queries.
- Maintain ongoing communication with clients.
- Develop comprehensive financial plans tailored to individual clients.
- Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
- Stay informed about market trends and economic developments.
- Assess clients' risk tolerance and recommend appropriate risk management strategies.
- Provide advice on Investment and Risk Products.
- Identify opportunities for cross-selling and upselling financial services.
- Network with professionals, attend industry events, and participate in marketing initiatives.
- Ensure compliance with industry regulations and ethical standards.
- Maintain accurate records and documentation.
- Stay updated on changes in financial laws and regulations.
- Prepare regular reports for management and clients.
Requirements:
- Minimum Matric with Tertiary Education in Finance-related field (NQF5: Wealth Management/BCom).
- RE5 Non-Negotiable.
- Relevant Class of Business's in place.
- Fit and Proper.
- Minimum 3 Years in Financial Planning Role.
- Excellent command of Microsoft Excel or related software.
- Experience in working with Professionals and High Net worth clients.
- Previous Book not a requirement.
- Driver's License and Own Vehicle non-negotiable.
Armstrong Appointments is an equal opportunities employer. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application.
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