Financial Planner – Hermanus
Our Client is a leading Financial Services company based in the pretty seaside town of Hermanus. Due to recent expansion, they are now looking for
The Financial Planner (FP) who will be a key member of the Wealth Management team and reports to the CEO. This role is responsible for securing customers by converting leads (qualified prospects) into paying customers. The role assists and advises customers on the service or bundle of services required to meet their specific needs. It also works closely and collaboratively with all Customer Services team members within their allocated business unit to ensure customer expectations and revenue targets are met.
The candidate needs to have proven expertise in business and technical facets of the role including the following:
• More than three years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services
industry.
• Exposure to and/or theoretical knowledge of FICA legislation.
• RE 5
• CFP® (recommended, not required).
• RE 1 (recommended, not required).
• Experience with sales techniques and strategies to meet customer and business needs and objectives
• Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
• Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
• Strong attention to detail and follow through.
• High degree of initiative and motivation.
• Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence a broad
range of people at all levels in a medium sized corporate environment.
• An ability to work under pressure in a rapidly changing environment.
• Solid skills in stakeholder management and developing trusted, enduring relationships with customers.
• Sophisticated verbal & written communications skills (English & Afrikaans), with excellent grammar and spelling.
• Demonstrated and applied knowledge of relevant regulatory and compliance frameworks.
• Demonstrated ability to distil complex issues into succinct and easily understood language that convey key messages successfully at all
levels of the organisation.

A competitive package is on offer