Wealth Managers Required

1 day ago

Mount Edgecombe, South Africa BlakeCentrevo Full time

**Wealth managers required - sales support**

As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, you will be required to provide financial advice to numerous members on an ongoing basis. This position is open to Cape Town and Durban applicants.

**Key responsibilities**

The sales support role will require you to perform following a range of duties to be performed within an agreed service level and quality standard, as advised from time to time which will include, but not be limited to:
− Client engagements relating to queries.

− Client engagements relating to pro-active calls in respect of Client Reviews that have been sent.

− Client engagements including reactive client requirements and pro-active campaigns.

− Adherence to house-view protocols (peer reviews).

− The preparation of records of advice relating to new business and advisory transactions.

− Gathering and uploading client data on financial planning software

− Creating transactional tasks from advice processes

− Collaboration with other staff in respect of collective communications and engagements with clients, such as webinars, quarterly reports, annual reviews, and event management.

− Supporting sales staff in delivering an outstanding client experience.
- Adherence to FAIS, FICA and all other relevant legislation is, of course obligatory.
- **Communication requirements**
- Conducts business primarily in English and an advanced understanding and use of English in all forms of communication is essential.
- Native or bilingual proficiency in Afrikaans is an advantage.
- Liaison with all internal support departments within the designated internal processes to ensure service delivery.
- Most sales opportunities will be created in the first instance through telephone dialogue. An appropriate telephone manner is therefore a pre-requisite.
- **Activity management**
- Complete, validate and sign-off on daily tasks within in-house Workflow system.
- Monitor activity progress.
- Management escalation.

**Skills and experience required**
- Matric with Higher Grade Maths with a minimum C symbol.
- Category 1 registered with the FSCA and completed all supervision requirements
- 1-3 years financial planning and wealth management experience with a sound knowledge of current retirement legislation.
- Financial / Commercially qualified graduate.
- FSCA (FSB) Regulatory Exam Level 5.
- Intermediate/Advanced knowledge of MS Office (Word, Excel, PowerPoint, Outlook).
- Strong analytical and problem-solving abilities.
- Self-management with the ability to work under pressure, within a defined compliance framework.

**Personal attributes**
- Customer and results focussed.
- Sales and service.
- Deadline adherence.
- ‘Self-starter’ with a high level of energy.
- Time management.
- Professional at all levels.
- Ability to investigate, analyse, reconcile and solve problems.
- Ability to cope well under pressure.
- Well groomed, professional presentation.
- Uncompromising commitment to the client.
- Honesty and integrity.

Ability to commute/relocate:

- Mount Edgecombe, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (required)

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