Executives Placements Financial Advisors Jobs in South Africa

Executives Placements Financial Advisors Jobs in South Africa

Job Description

• Optimize business profitability by identifying income opportunities and meeting 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

• 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

• Understand and analyse estate plans and make necessary recommendations

• Understand and analyse a client financial needs analysis and make recommendations

• Deliver quality financial planning and advisory services to existing and prospective clients

• Retain existing clients and generate new clients

• Understand and be able to compare the features and benefits of different risk products

• Have a fair understanding of the different analysis tools from a risk perspective

• Keep up to date with tax changes affecting financial/estate planning

• Provide clients with necessary product information when required

Required Qualifications

• Certificate in Wealth Management or related NQF 5 qualification

• Regulatory Examination 5 - Representatives

How to Apply

For more information and job application details, see; Executives Placements Financial Advisors Jobs in South Africa