Financial Planning Specialist with Long-Term Insurance Expertise

3 days ago


Cape Town, Western Cape, South Africa Investec Full time
About the Role

We are seeking an experienced Financial Planning Specialist to join our team at Investec. This role offers a unique opportunity to provide financial advice on long-term insurance products to clients in accordance with FAIS legislation and Investec's professional guidelines.

Responsibilities
  • Develop and implement comprehensive financial plans for clients, analyzing their financial affairs and identifying areas for improvement
  • Sell Investec Life and My Investments products directly to clients, ensuring that these recommendations are aligned with their financial goals and risk tolerance
  • Maintain accurate records of client interactions and advice provided
  • Source new clients through Private Bank Marketing or referrals from Private Bankers
  • Build and maintain strong relationships with Private Bankers, ensuring continued access to clients and support
Requirements

To be successful in this role, you will need:

  • A relevant tertiary qualification and CFP certification (preferred)
  • Three to five years' experience in financial services, preferably in financial advice or legal advice positions
  • Excellent interpersonal skills, with the ability to build rapport with clients and Private Bankers
  • A sound understanding of long-term insurance business and markets, as well as income tax and estate duty legislation
  • The ability to organize and prioritize tasks, work under pressure, and close sales
Compensation and Benefits

This role offers a competitive salary range of R500,000 - R700,000 per annum, commensurate with experience, plus benefits including medical aid, retirement funding, and training opportunities.



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