Job description

To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education

Responsibility and work outputs

Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management

Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients

Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions

Accurately identify problems and proactively solve them

Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised

Timeously complete all administrative and reporting duties related to the role

Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services

Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity

Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment

Build sound relationships with others through honesty, trust and respect

Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements

Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.

Effectively manage time and ensure optimal productivity

Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates

Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making

Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals

Requirements

Verbally fluent

Numerical reasoning ability

Be able to plan and manage their time

Self-reliant

Be resilient (drive, determination, risk tolerance, bounce back after setbacks)

Manage relationships well

Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)

Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy

Be computer literate

Experience and Qualifications

Grade 12 or an equivalent NQF4 qualification plus 2 years any working experience

Grade 12 with post matric qualification equivalent of NQF5 plus 2 years any working experience

Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA

Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognized qualification, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category

Posted on 12 Apr 09:51