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Junior Financial Planner

SUMMARY: JUNIOR FINANCIAL PLANNER | KZN JOB DESCRIPTION: The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaints Functional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiativeAbility to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skills Strategic Competencies CUSTOMER CONNECTION Relationship buildingInsight EXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging change PEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talent RequirementsEducation and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage) Minimum 2 years experience in financial advisory role. Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime management Business understanding Financial Planning ProductsInternal Systems (CRM, Interface)
Durban, ZN, ZA