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Financial Advisor

2 weeks ago

Cape Town, South Africa Oasis Group Holdings Pty Ltd. Full time

**Financial Advisor**

**Qualifications & Requirements**
- Qualified B.Com/CA/BSc; CFP will be advantageous.
- FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act).
- 2+ years experience in the financial services industry.
- Education or background experience to include tax training.
- Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
- Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Proven sales track record and notable accolades.
- History of building strong relationships.
- Educational or experience background to include tax training.
- Drivers license required and should be willing to travel.

**Responsibilities**
- To generate leads, set up appointments, meet clients and close the deal.
- Service existing clients and will be expected to travel regularly.
- To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
- To obtain all necessary documentation (FICA documentation).
- To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
- To assist with ad hoc marketing drives in your region.
- To effectively service your clients that may be in other centres limited traveling may be required.
- Flexibility is required as clients from time to time request consultations outside of normal office hours.

**Advisory Support**

**Qualifications & Requirements**
- Qualified B.Com degree.
- 1-3 years experience in administration function.
- Excellent communication skills, both written and verbal.
- Excellent administration skills
- Should be systematic, logical and highly organized

**Responsibilities**
- Monitor Mailboxes and fax messages.
- Ensure that all queries are resolved timeously by keeping a log of the queries received, transferring them to the right person(S) and following up to ensure that they are resolved.
- Managing incoming calls of financial advisors when out of office.
- Diary Management for Senior consultants.
- Manage the database of birth date information of clients and ensure that the birthday cards are delivered promptly.
- Ensure all client information is updated on the database.
- Ensure client lists are maintained.