Financial Planner
1 month ago
Responsibilities:
- Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings
- Prospect and obtain new clients in the market to add to it's already extensive book
- Provide financial products and services in a professional manner, building rapport and confidence in the clients
- Work with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queries
- Maintain ongoing communication with clients
- Develop comprehensive financial plans tailored to individual client
- 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 Non-Negotiable (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
- Drivers License and Own Vehicle non-negotiable
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