• 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.