Financial Services Professional
2 months ago
About the Role:
We are seeking a dynamic and energetic Junior Financial Advisor to join our team at Rory Mackie & Associates. As a Junior Financial Advisor, you will provide support to our senior advisors, allowing them to focus on advising clients. This is an excellent opportunity to develop your skills and expertise in financial planning and advisory services.
Key Responsibilities:
- Assist senior advisors in providing financial advice to clients, conducting analysis of client financial affairs, and developing financial plans.
- Conduct annual financial reviews with clients and build close relationships with Private Bankers.
- Ensure credibility with clients and Private Bankers through effective service delivery.
- Assist with the sales and marketing of Investec Life product range.
- Provide technical support to clients and Private Bankers.
Requirements:
- Understanding of the long-term insurance business and financial markets.
- Knowledge of and experience with financial planning processes.
- Client service orientated.
- Excellent interpersonal skills.
- Ability to organise and prioritise.
- Ability to work under pressure.
- Team player.
- Must have initiative and be tenacious.
What We Offer:
As a Junior Financial Advisor at Rory Mackie & Associates, you will have the opportunity to develop your skills and expertise in financial planning and advisory services. You will work in a dynamic and supportive team environment, with opportunities for career growth and development.
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