Financial Advisor

20 hours ago


Cape Town, South Africa Oasis Crescent Full time
Job title : Financial AdvisorJob Location : Western Cape, Cape TownDeadline : December 30, 2024Quick Recommended Links
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  • The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.

Requirements

  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • FAIS qualified
  • Excellent knowledge of financial planning principles and investment strategies
  • CFP or diploma in Financial Planning advantageous
  • RE5 accreditation in investments advantageous
  • Strong communication and interpersonal skills to collaborate effectively with clients
  • Passionate about providing the best financial services and advice to clients
  • Effective problem-solving skills, with the ability to identify issues and provide solutions
  • Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
  • Valid driver’s license essential.
  • Adhering to CPD Requirement

Experience

  • 2+ years experience in the financial services industry
  • Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
  • History of building strong relationships.

Job description

  • To generate leads, set up appointments, meet clients and close the deal.
  • To do an investment needs analysis
  • 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 centers limited travelling may be required
  • Flexibility is required as clients from time to time request consultations outside of normal office hours.
  • Analysis to provide ideas for new product development.
  • Updating Profida Report on daily bases.
  • Submitting daily travel reports
  • Submitting demographic report of client.

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