Junior Financial Advisor – Umhlanga
1 month ago
This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with various high-profile clients spread across the demographics of South Africa. Tap into networks and create leads and potential clients.
Key Relations:
- Regional Head and All Advisors /Assistants within region/office
- External clients
Qualifications:
- Certified Financial Planner designation or in the process of acquiring
- Post graduate diploma in financial planning with board exam or in the process of acquiring it
- RE exams
- Class of business and product training
- CPD points – continuous and registration FPI
- All regulatory and legislative training
- Active engagement/attendance of all internal training
- Pro-active self-study of all training/information/practice notes
- Identifying and facilitating any personal development and or “soft skills” required
Experience:
- Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration
- Shared responsibility between supervisor and supervisee
Competencies:
- Aptitude for figures
- Writing skills
- Influencing skills
- Conceptual thinking skills
- Interpersonal understanding
- Good presentation skills
- Effective stress management
- Multi-focused – Planning and Management
- Output driven mind-set with strong communication skills
Knowledge:
- General knowledge of financial markets
- Knowledge of insurance and investment products
- Thorough understanding and knowledge of global economy, financial and investment markets
- Knowledge on investment and financial planning
- Good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates
Personal Characteristics:
- Client and service oriented
- Affable character
- Integrity
- Adaptable and flexible to change
- Detail orientated
- Effective interaction abilities
- Quick thinker
- Mature
- Confident
- Well presented
- Sensitivity to the clients
- High sense of duty and loyalty
- Wide range of interests
- Self-Starter
- High levels of accountability
KPA/ Strategic Business Deliverables:
Administration:
- High level of understanding of the administrative requirements in the business pertaining to Documentation, Mandates, Processes, Systems, Products, Instructions and Service providers.
Client intimacy while working under supervision:
- Building trusting relationships with new and prospective clients
- Strategic involvement and suggestions required to grow the business and setting of new benchmarks for the delivery of services to the existing client base.
- Identify new clients for the company and accepting a source target in the business. Initiate further referrals from existing clients
- Ensure constant business development – attract new business, leads and top ups from existing clients.
- Provide a financial roadmap and investment solution
- Manage clients wealth by effective advice and change implementation
- Initiate prospecting events to support business inflows by building quality relationships
- Attend bi-annual client meetings with clients
Personal Development:
- Keep abreast of changes by attending training, networking conventions
- Submission of supervision reports if applicable
Practice Management while working under supervision:
- Management of business practice management within the company, Management of Stats, Assistant, inflows, FICA and FAIS and internal relationships.
- Ensure clients are compliant to House view and adopt strategies to change implementation accordingly
- Support the planning and management practice with compliance and technical planning and management ability
#J-18808-Ljbffr
-
Financial Advisor
5 months ago
Umhlanga, South Africa Oracle HR Full timeA well established company in Umhlanga is seeking a Financial Broker/Advisor. **Responsibilities**: - Responsible for the procurement of new business. - Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. - Develop and maintain a comprehensive...
-
Service Advisor
5 months ago
Umhlanga, South Africa SydSen Recruit Full timeService Advisor - Umhlanga - KwaZulu-Natal Our client based in **Umhlanga, KZN** is looking for an experienced **Service Advisor** to join their Dealership. **Requirements**: - Matric Certificate - Driver's license - Minimum 3 years experience working in a franchise dealership as a Service Advisor - Evolve/BSI experience - Ability to work under pressure -...
-
Customer Service Advisor
6 months ago
Umhlanga, South Africa Nutuncx Full timeWE ARE HIRING FINANCIAL CUSTOMER SERVICE ADVISORS! Nutun CX is an award winning top employer offering an opportunity for vibrant self starters with a hunger to grow. *Must have*: Completed Matric (Over 60% in Accounting is Advantageous) 1 year working experience on an International Campaign 1 year experience in a BPO/Contact Centre agent role Send a 1...
-
Webchat Advisor
5 months ago
Umhlanga Rocks, South Africa Huntswood Full time**Huntswood is looking for Webchat Advisors to join our global team.** Based in the heart of Umhlanga we offer fantastic location, amazing growth opportunities, competitive salaries, a work-life balance and a stable environment. We are looking for people passionate individuals to join our service department that specializes in quality insurance services for...
-
Senior Financial Advisor
5 months ago
Umhlanga, South Africa YC Consulting (Pty) Ltd Full timeThe role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families’ financial futures to them. The role calls for formal in-house training, the completion of the prescribed...
-
Admin Clerk
6 months ago
Umhlanga, South Africa Winning Form Group Full timeSplash Out has an exciting opportunity available for an Admin Clerk (Junior) to be based in Umhlanga, Durban. The Admin Clerk (Junior) will be responsible for assisting the team with the administrative function to achieve all business objectives in line with the Splash Out strategy. The team member will be responsible for data capturing, overseeing workflow...
-
Junior Accounting Clerk
2 months ago
Umhlanga Rocks, South Africa Hooper Accountants Full timeRole Description This is a full-time on-site role for an Accounting Clerk located in Umhlanga. The Accounting Clerk will be responsible for day-to-day tasks such as bookkeeping, relevant statutory submissions as well as creating financial statements. They will also be responsible for using accounting software to perform their duties. **Qualifications**: -...
-
Leasing Manager
5 months ago
Umhlanga Rocks, South Africa Ability Recruitment Full time**Job Information**: Industry **Real Estate/Property Management*** Work Experience **5+ years*** Salary **750000*** Currency **ZAR*** City **Umhlanga Rocks*** Province **Gauteng*** Country **South Africa*** Postal Code **4021** Develop annual leasing strategies and ensure that renewals are completed within determined timeframes as per client...
-
Junior Operations Assistant
2 weeks ago
Umhlanga Rocks, South Africa Jobted ZA C2 Full timeJob Opportunity: Junior Operations Assistant Location: Umhlanga Job Functions: - Receiving & confirming fuel orders. - Consulting with transports for documentation and processing. - Processing documentation in the Operations department and for contractors, including ordering lifting slips (Cash, Terms & COC). - Controlling and planning the delivery/load...
-
Restaurant General Manager
6 months ago
Umhlanga, South Africa Italian Restaurant Umhlanga Full timeAn Italian Restaurant in Umhlanga seeks an experienced Restaurant General Manager to join our team. This is a full-time on-site role for a Restaurant General Manager located in Umhlanga. The Restaurant General Manager will be responsible for day-to-day operations, including P&L management, ensuring customer satisfaction, providing exceptional customer...
-
Junior Warehouse Picker
5 months ago
Umhlanga, South Africa Winning Form Group Full timeStar Merchant has an exciting opportunity available for a Warehouse Picker (Junior) to be based in Umhlanga, Durban. The successful incumbent will be responsible for the process of picking general stock accurately as per the picking slip. Responsible for updating bin cards correctly according to stock received and stock picked to ensure minimum variances....
-
Financial Advisor
2 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Financial Advisors HR Full timeJob Title: Financial Advisor - Insurance BrokerAbout Us: A leading financial services company committed to providing top-notch wealth management and protection solutions to our clients.Key Responsibilities:Work as an insurance broker, providing financial planning and insurance solutions to clientsCollaborate with team leaders to achieve sales targets and...
-
Bookkeeper - Umhlanga
2 weeks ago
Umhlanga, South Africa HotelJobs.co.za Full timeRestaurant and Members Club based in Umhlanga is looking for a Bookkeeper. Duties / Responsibilities: - Bookkeeping up to Trail Balance - Creditors, debtors, Recons and Cash Management (Pastel) - Financial Policies, procedures and all internal controls - Statutory submissions **Requirements**: - Grade 12 and a formal qualification - Must have relevant...
-
Junior Operations Assistant
5 months ago
Umhlanga, South Africa Cutting Edge People Solutions Full timeJunior Operations Assistant - Umhlanga, Durban Our client is currently looking for a Junior Operations Assistant for their company-based Umhlanga, Durban. Duties & Responsibilities: - Receiving and confirming fuel orders. - Consult with the transports for documentation and processing of the same. - Process documentation in the Operations department and...
-
Wealth Manager
7 months ago
Umhlanga, South Africa Foord Recruitment Full timeMulti-disciplinary Financial Services Company, providing the full spectrum of wealth management, financial advisory, investment, tax and fiduciary services is looking for a Wealth Manager / Financial Advisor. Client is based in Umhlanga New Town Centre. Relevant financial services qualifications applicable. Ability to commute/relocate: - Umhlanga,...
-
IT Technician
6 months ago
Umhlanga, South Africa Winning Form Group Full timeStar Merchant has an exciting opportunity available for an IT Technician (Junior) to be based in Umhlanga, Durban. The incumbent will execute electronic equipment control measures to ensure the company minimizes stock holding and maximizes the repairs system and paperwork accuracy. Minimum requirements: - Driver’s license - 2 years’ experience within...
-
General Manager
2 months ago
Umhlanga, South Africa Tiger's Milk Umhlanga Full timeTiger's Milk Umhlanga seeks an experienced General Manager to run our restuarant. Reporting to the Area Manager, The Management team will be responsible for the management and overall responsibility of the restaurant. Supervision, performance management and effective delegation to various junior managers and staff to ensure an efficient and smooth-running...
-
Restaurant General Manager
5 months ago
Umhlanga, South Africa Tigers Milk Umhlanga Full timeTigers Milk Umhlanga seeks an experienced General Manager to run our restaurant. The General Manager will be responsible for supervision, performance management and effective delegation to various junior managers and staff to ensure an efficient and smooth-running restaurant. **RESPONSIBILITIES OF THE POSITION INCLUDE BUT ARE NOT LIMITED TO**: - Ensure...
-
Restaurant Assistant General Manager
5 months ago
Umhlanga, South Africa Tigers Milk Umhlanga Full timeTigers Milk Umhlanga seeks an experienced Assistant General Manager to assist in running our restaurant. The Assistant General Manager will be responsible for the assisting and supporting the General Manager. Assist with supervision, performance management and effective delegation to various junior managers and staff to ensure an efficient and smooth-running...
-
Assistant Banqueting Manager
6 months ago
Umhlanga, South Africa HotelJobs.co.za Full timeLuxury 5* Hotel in Umhlanga is looking for an Assistant Banqueting Manager to assist the Banqueting Manager to lead and organize the Banqueting Service Team, to set and maintain standards and to strive to always keep improving standards whilst maintaining budget and gross profit. **Responsibilities**: - Make regular visits to all Banqueting functions and...