Wealth Advisor

2 months ago

Bloemfontein, South Africa Origin Financial Group Full time
Job Description

This is a remote position.

Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial services industry to provide clarity and order to clients' financial affairs.

Responsibilities:
  1. Develop new business and maintain existing business
  2. Build relationships with clients
  3. Retain existing clients and generate business from them by reviewing existing portfolios
  4. Meet with new clients to perform a full financial needs analysis, or specific needs, whichever is required, uncovering areas of need to generate new business
  5. Generate new business by referrals and “cross-selling” for the different entities within the organisation, i.e. Trust, Wills, Tax and Accounting, Short-term insurance and Health
  • Oversee and manage quotations, policy activations, amendments and claims
  • Prepare and present proposals to potential clients
  • Closing of leads
  • Perform annual review/renewal for all existing clients
  • Attend to client requests in a timeous manner
  • Develop and maintain relationships with key account clients
  • Develop and maintain excellent relationships with the markets/product providers
  • Manage and maintain new and existing clients relationships through a client SLA
  1. Understand and remain current on changes in client’s situations/needs (short and long term financial objectives, risk tolerance)
  2. Inform clients of changes to their portfolio and/or market trends that may affect the client’s financial objectives
  • Travel within South Africa and neighbouring countries when required
  • Develop individual business plan
  • Achieve sales targets by acquiring profitable new business
  • Monthly business reporting
  • Adhere to compliance, operational procedures and practice management standards
  • Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
  • Responsible for adherence with continuous professional development requirements in line with qualification




Requirements
  • Workpool & Google Docs Knowledge
  • 3 - 5 years experience
  • Industry related Qualification
  • Registered as Representative of related FSP
  • FAIS legislature requirements, which include, but not limited to:
  • RE1 and RE5
  • Responsible for meeting the CPD requirements
  • Continue to meet all Fit and Proper requirements as per the latest legislation.
  • This role requires frequent business travel.


Benefits
  • Competitive remuneration packages with company benefits
  • A fast-paced work environment
  • Employee recognition initiatives


Requirements
Qualifications and experience: • Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). • Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. • Excellent knowledge of financial planning principles and investment strategies. • CFP or Post diploma in Financial Planning advantageous. • Strong communication and interpersonal skills to collaborate effectively with clients. • Passionate about providing the best financial services and advice to clients. • Ability to maintain and develop relationships with clients and communicate complex financial advice. • Minimum of 3-5 years DOFA and supervision completion.

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