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Job Summary
The purpose of the Financial Advisor (Investments Specialist) role is to:- Provide financial advice (investment, tax and insurance) to clients. Build, maintain and grow client base.
ROLES AND RESPONSIBILITIES
1. New & Existing Clients:
- Scan client base and target market for financial planning opportunities
- Generate leads by identifying appropriate clients/prospects
- Contact clients/prospects to introduce or position products and service offering
- Create interest and secure financial planning meetings with prospects/clients
- Deliver quality financial planning and advisory services to existing and prospective clients
- Generate new clients and retain them
- Optimise business profitability by identifying income opportunities and meet agreed income targets
- Facilitate requirements between clients and product/service providers
- Track and report progress of agreed implementation to clients
- Issue confirmation of implementation to clients
- Conduct annual reviews with clients
- Annual new business Assets Under Management target +-R35 million
2. Compliance & Process
- Agree and document services to be provided
- Provide and explain regulatory disclosures to new/existing clients
- Agree and sign service level agreements with new/existing clients
- Conduct financial needs analysis for clients using business’s FNA system
- Consolidate recommendations and action steps into a financial plan
- Source quotations for product related recommendations
- Present recommendations, listen to clients concerns and revise strategies if necessary
- Get clients to complete and sign all advisory documents and instructions
- Complete Client Advice Record
3. Sales Management
- Maintain a record of sales generated
- Maintain a record of pipeline sales
- Attend and present updates at internal sales meetings
- Achieve sales target set
Minimum 5-10 years in financial advisory role.
REQUIRED QUALIFICATIONS
Minimum Bachelor’s Degree in Financial Planning or similar
Regulatory Examination 5 – Representatives
CERTIFIED FINANCIAL PLANNER® Professional will be added advantage
***only shortlisted candidates will be contacted***
Manpower Group
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