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  • Financial Planner - Kempton Park - Greys Personnel

    Greys Personnel
    Greys Personnel Kempton Park

    2 weeks ago

    Greys Personnel background
    Description

    Responsibilities:

    • Provide professional financial guidance and recommendations to clients from our company book, reviewing their portfolios and offering tailored advice.
    • Identify and acquire new clients in the market to expand our existing client base.
    • Promote and deliver financial products and services with professionalism, fostering trust and confidence among clients.
    • Collaborate with Financial Service Providers (FSPs) and internal departments, ensuring effective communication and swift resolution of concerns or queries.
    • Maintain ongoing dialogue with clients to address their needs and preferences.
    • Develop comprehensive financial plans tailored to each individual client's unique circumstances.
    • Offer expert advice on investment strategies, retirement planning, estate planning, and tax optimization.
    • Stay informed about market trends, economic developments, and regulatory changes.
    • Evaluate clients' risk tolerance and recommend suitable risk management strategies.
    • Advise clients on Investment and Risk Products.
    • Identify opportunities for cross-selling and upselling financial services.
    • Nurture relationships with professionals, attend industry events, and participate in marketing initiatives.
    • Ensure adherence to industry regulations and ethical standards.
    • Maintain accurate records and documentation.
    • Stay updated on changes in financial laws and regulations.
    • Prepare regular reports for management and clients.

    Requirements:

    • Minimum Matric qualification with tertiary education in a finance-related field (Non-Negotiable).
    • RE5 qualification (Non-Negotiable).
    • At least 3 years of experience in a financial planning role.
    • Excellent command of Microsoft Excel or related software.
    • Experience working with professionals and high-net-worth clients.
    • A valid driver's license and own vehicle are mandatory.

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