Duties & Responsibilities:

? To assist in segmented Corporate accounts with marketing and financial planning needs
? Develop and implement strategies to obtain and manage business opportunities arising within assigned and segmented Corporate accounts
? Help manage and strengthen relationships with key staff in assigned and segmented Corporate accounts
? Assist Senior Consultants where needed in segmented Corporate accounts
? Meet clients in person to provide them with financial planning advice and solutions
? Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions
? Provide the client with information on the performance of the various investment portfolios available
? Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
? Ensure that the clients investment portfolio is consistent with FPC’s investment philosophy
? Resolve client concerns, queries and/or complaints
? Source new business by means of referrals
? Implement and process advice in the line with FPC systems and policies

Formal Qualifications needed to perform role:
? Matric
? Tertiary qualification i.e. BCom (majors in Financial Management or Financial Planning or Investments)
? CFP license (member of the FPI or studying towards it)

Behavioural Competencies:
? Manage relationships with team, clients & service providers; effective communication
? Handle pressure
? Excellent verbal and written communication skills in required language
? Articulate with confident presentation skills
? Strong client service orientation
? Attentive to detail and accurate
? Organized with effective time management skills
? Proactive – use initiative
? Ability to work independently and as part of a team
? Strong work and compliance ethics
? Empathetic clients with sound listening skills

Technical/Investment knowledge
? Good understanding of the Financial Services industry – including service providers and the retail market
? Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
? Good understanding of the tax implications of the various investment options available
? Good understanding of features and appropriateness of various products: Presentation Funds, Retirement Annuities, Annuities, Endowments, Life and Disability Assurance Policies, Unit Trusts, Trusts