Strategic Financial Planning Professional
4 days ago
Job Title: Digital Portfolio Planner
Position Overview: We are seeking a highly skilled Digital Portfolio Planner to join our dynamic team at The Recruitment Council. This role offers an exciting opportunity for a driven professional with expertise in financial planning and client relationship management.
About the Role:
Client Engagement & Financial Planning:
- Cultivate relationships with prospective clients through digital and telephonic platforms, understanding their financial wellness needs and providing tailored advice.
- Conduct comprehensive financial needs analyses to create bespoke financial plans that align with clients' objectives.
- Present and advise on a range of financial products, including insurance and investment strategies, based on individual client requirements.
- Maintain strong, ongoing relationships with clients to adapt financial plans to their evolving needs over time.
Sales & Performance Management:
- Meet and exceed sales targets related to production, quality, and conversion.
- Participate in campaigns aimed at up-selling services to the existing client base.
- Capture client information and sales actions accurately on relevant systems.
- Provide timely and accurate reporting and administrative tasks in line with internal guidelines.
Compliance & Regulatory Adherence:
- Evaluate all financial advice and sales activities against legislative requirements and organizational policies.
- Ensure adherence to service level agreements with both internal and external stakeholders to meet client expectations.
- Maintain accurate records and documentation in accordance with industry regulations.
Customer Service & Relationship Management:
- Deliver expert advice and support to clients, ensuring a high level of service and satisfaction.
- Investigate and resolve client queries within agreed service levels, escalating when necessary.
- Build and maintain relationships with clients, peers, and other stakeholders to foster a collaborative and productive environment.
Continuous Development & Innovation:
- Stay updated on the latest industry trends, legislation, and best practices to continually enhance professional expertise.
- Contribute to innovative solutions by sharing new ideas to improve client service and operational efficiency.
- Take ownership of career development and actively seek opportunities for personal and professional growth.
Requirements:
Educational Qualifications:
- Matric (required)
- Degree in Financial Planning, Business, Finance, or Economics (required)
- FAIS and advice accreditation (preferably RE5 and COB3)
Experience:
- 1-3 years of sales experience in the insurance or financial services industry.
- A proven ability to provide financial advice and manage client relationships effectively.
Skills & Competencies:
- Strong problem-solving and decision-making abilities.
- Ability to manage multiple tasks and meet deadlines.
- Excellent communication skills, with the ability to adapt to different client needs and behaviors.
- Professionalism and adherence to industry standards and ethics.
Additional Skills:
- Aspiring to become a Certified Financial Planner (CFP) is an advantage.
- Knowledge of financial products, investment strategies, and risk management principles.
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