Financial Advisor/Planner, (lucrative commission only), Cape Town - Ref: 1094374

A boutique financial services company, boasting highly-skilled Financial Advisors is currently looking to grow their team. We are looking for a reliable, well-spoken, customer-orientated and qualified Financial Advisor/Planner. A perfect opportunity for individuals seeking personal and financial growth, and gaining great resources to extend their client base / needs.

Requirements: Financial qualification, 120 credits and regulatory exams done with at least 2 years of industry experience.

You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.

Position details:

Type: Permanent

Job description / core competencies: Responsibilities:
• Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• Analysing information and preparing plans best suited to individual clients' requirements
• Researching the marketplace and providing clients with information on new and existing products, services and legislation that may affect their savings and investments
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and financial circumstances
• Promoting and selling financial products to meet given or negotiated sales targets
• Negotiating with product suppliers for the best possible rates
• Liaising with head office and financial services providers
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan and completing risk analyses
• Designing and advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients (producing financial reports)
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Building and maintaining your client base.

Own car and license required to travel to client.

Location (country, city): Cape Town, Milnerton and Sea point.

Job Qualifications, Skills & Experience:

• Financial qualification
• 120 credits and regulatory exams done
• 2 years of industry experience.

Company Description:

A boutique financial services company with highly skilled financial planners.