Junior Financial Advisor - Pretoria, South Africa - Rory Mackie & Associates

Rory Mackie & Associates
Rory Mackie & Associates
Verified Company
Pretoria, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

Overview:


The role of the Junior Financial Advisor is to provide support to the Senior Financial Advisor that will allow them to focus on advising the clients.

A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise.


Responsibilities:


  • Responsible for assisting Senior Financial Advisors in providing financial advice to Private Bank Clients in accordance with FAIS legislation and according to professional financial advice guidelines. This includes doing an analysis of the client's financial affairs (including a Risk inventory) and developing a financial plan (Six Step Financial Planning Process)
  • Ensure that proper record keeping of advice is maintained
  • Assist in conducting Annual Financial Reviews with clients
  • Build and maintain close relationships with Private Bankers and keep them informed in all activities with clients to ensure continued access and support
  • Ensure credibility with clients and Private Bankers through effective service delivery
  • Assist with the sales and marketing of the product range with other distribution or service channels
  • Assist the Client Services Centre should phone in clients require more technical (product and advice) support
  • Always operate within the Private Bank business strategies and our client's brand guidelines

Experience, skill and capability requirements:


  • Understanding of the longterm insurance business and financial markets
  • Knowledge of and experience with financial planning processes
  • Relevant tertiary qualification or CFP would be preferred
  • Client service orientated
  • Excellent interpersonal skills
  • Relationship building and networking
  • Ability to organise and prioritise
  • Ability to work under pressure
  • Team player
  • Must have initiative and be tenacious
  • Ability to close a deal
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