Trainee Financial Planner - Fourways Verfied

Salary Negotiable Fourways, Gauteng Fourways, Gauteng more than 14 days ago 13-10-2021 12:13:53 PM
08-12-2021 12:13:53 PM
Trainee Financial Planner

Daberistic Financial Services is looking for a Trainee Financial Planner for a 3 year, who will be trained on Financial Planning, Life insurance & Investments.

Attributes: The person must be, Organised & disciplined, honest, confident, like to interact with people, ambitious, willing to learn, team player, passionate about customer service and learning about the Financial Industry. Person should be able to work flexible or extended hours.

Job Description:
Year 1:

• Attend training on systems & products
• Resolve & Action to client service queries
• Process New business
• Admin for Annual Reviews
• Create profiles & update CRM system
• Send reports and quotes to client
• Arrange and compile files for annual reviews
• Actively follow up on leads, opportunities and campaigns

Year 2:
• Advice clients on Financial Planning
• Compile Financial Needs Analysis
• Provide the client with ongoing service
• Draw life insurance, investment and employee benefits quotes from product providers, draw fund factsheets
Year 3:
• Generate your own leads in the business owners and professionals’ market in Johannesburg and Pretoria, but can have clients nationally if you already have clients in other provinces
• Follow the 6-step financial planning process with clients
• Advice clients on financial planning, retirement planning, life insurance and investment and any associated products and services
• Conduct Discovery meeting, Recommendation’s meeting, Implementation meeting and Progress meeting with clients
• Compile and update financial plans for clients
• Work and delegate tasks to administrators
• Prepare quotations as necessary
• Conclude business with clients
• Ensure annual reviews are conducted
• Handle ongoing client queries
• Maintain and uphold CPD and compliance
• Escalate unresolved, difficult matters with life insurance companies, investment companies or ombudsman
• Attend major product provider workshops, launches and webinars
• Contribute and shape the strategy and operations of the company


Requirements
• Financial Planning Degree (Preferable) or any other Finance degrees
• Fluent in English
• Hold a valid driver`s license
• Computer literate: Microsoft Office (Word, Excel, Outlook PowerPoint and the Internet.)
Full training will be provided to prepare the successful candidate to become a Certified Financial Planner (CFP).

Remuneration: To be discussed