Synopsis:
Leading financial services provider requires suitably skilled and qualified individual to provide financial planning and investment advice to existing and new clients in the outlying areas of the Cape Town region

Minimum Requirements:
• Matric
• BCom (majors in Financial Planning, Financial Management or Investments)
• Certified Financial Planner licence holder
• Member of the Financial Planning Institute
• RE5 Regulatory exam
• Own reliable motor car and valid driver’s license
• Willing to travel locally and spend majority of time out of the office
• Intention to continue to study (Advanced CFP exams, Tax, Estate Planning etc)
• Advanced practical experience in MS Office (Outlook, Word, Excel, PowerPoint)
• Minimum 1 year experience in a financial planning role

Job Description:
Suitably skilled and qualified individual to provide financial planning and investment advice to existing and new clients in the outlying areas of the Pretoria region. This includes:
• Servicing existing clients with single and multiple investments
• Face-to-face (meetings) annual reviews with clients
• Identifying client:
• Investment needs
• Risk tolerance and profile
• Other investments (and other assets)
• Personal circumstances
• Income requirements
• Investment time horizon, etc
• Making recommendations based on risk questionnaire and subsequent discussions
• Providing client with information on performance of various investment portfolios available
• Educating clients re basic investment principles, i.e:
o Risk versus reward
o Market sentiment
o Trends
o Performance (offshore / local)
o Benchmarks, etc

• Ensuring client investment portfolios are consistent with FPC investment philosophy and house-views
• Providing ongoing financial planning advice to clients as and when required
• Resolving client concerns, queries and /or complaints
• Sourcing new business via leads from existing clients
• Displaying sound technical / investment knowledge and understanding of:
o The Financial Services industry (corporate and individual clients)
o Investments, investment vehicles and retirement funds
o Tax implications of various investment options available to clients
o Linked products:
o Preservation Funds
o Retirement Annuities
o Annuities
o Voluntary products (savings vehicles)
o Endowments
o Unit Trusts / Multi Manager Funds
o International investments
o Retirement Funds