Financial Planning Consultant
Pretoria
R300 000 – R420 000 pa

Matric
Tertiary qualification i.e. BCom (majors in Financial Management or Financial Planning or Investments)
CFP licensee (member of the FPI) or studying towards it
Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)
Excellent and proven selling ability
Excellent verbal and written communication skills in required language
Articulate with confident presentation skills
Must be proficient in English and Afrikaans.

Good understanding of the Financial Services industry – including service providers and the retail market, legislation governing investment markets (local and offshore), investment vehicles and retirement funds
Good understanding of the tax implications of the various investment options available
Thorough understanding of Preservation Funds; Retirement Annuities; Annuities; Endowments; Life and Disability Assurance Policies; Unit Trusts; Trusts;
Ability to provide Estate Planning advice and prepare standard Wills

Extensive practical experience using Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
Experience using CRM systems (advantageous)

Minimum two years’ financial advisory experience
Proven sales track record

Provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives.
Identify new business opportunities within existing and potential client bases.
Develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.


Meet clients in person to provide them with financial planning advice and solutions

Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc

Make a written recommendation based on a client’s 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 client’s investment portfolio is consistent with FPC’s investment philosophy

Provide ongoing financial planning advice to “retained” clients

Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts

Manage and strengthen relationships with key staff in assigned Corporates

Resolve client concerns, queries and/or complaints

Source new business from retained clients and by means of referrals

Implement and process advice in line with FPC systems and policies

Support client related strategies and deliver key goals as contained in an approved business plan

Only SA Citizens may apply, consider your application unsuccessful should you not be contacted within 7 working days