- QUALIFICATIONS
Post Graduate Diploma in Financial Planning
Certified Financial Planner (CFP) and member of FPI.
Regulatory Examination 5 – Representatives -
Financial Advisor
Found in: Executive Placements ZA C2 - 4 days ago
Finding Personnel (Pty) Ltd Centurion, South Africa Full timeSluit by die span aan as 'n Finansiële Adviseur, wat spesialiseer in boere en die landbouwaardeketting. Maak 'n betekenisvolle impak op die lewens van individue in die landbousektor. · ROLES AND RESPONSIBILITIES · Netwerk en Verhoudings: Bou kontak met boere, landbou-ondernemings ...
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Financial Advisor
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Johannesburg, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Financial Advisors
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Johannesburg, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Financial Advisor
Found in: Job Placements ZA C2 - 4 days ago
Option Consultancy Services Johannesburg, South AfricaWere all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. · Our ...
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Financial Advisor
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Johannesburg, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Financial Advisor
Found in: Talent ZA 2A C2 - 4 days ago
The Recruitment Council Johannesburg, South AfricaOur client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: · Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing ...
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Financial Advisor
Found in: Talent ZA C2 - 5 days ago
Energy at Work Projects Johannesburg, South Africa Full timeIntroducing the Ultimate Wealth Management / Financial Adviser Opportunity · Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If you're nodding your head in agreement, keep readin ...
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Financial Advisor
Found in: Job Placements ZA C2 - 1 day ago
BASHR Consulting Johannesburg, South AfricaGreat newsWe are seeking a dynamic and a result-oriented individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a crucial role in providing comprehensive financial guidance and advice to our clients, empowering them to make informed decisions ab ...
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Discovery Financial Advisors
Found in: Job Placements ZA C2 - 1 day ago
Micah Govender Developments Johannesburg, South AfricaCompany is looking for experienced life and investment financial advisors to be based in Durban. · Company offers the following: · ü Provision of office space and full infrastructure for financial advisors · ü Full suite of administration services, i.e. new business finalisation, ...
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Associate Financial Advisor
Found in: Talent ZA C2 - 18 hours ago
Old Mutual Johannesburg, South AfricaLet's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · Aspires to be a Financial Advisor · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to ...
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Associate Financial Advisor
Found in: Talent ZA C2 - 14 hours ago
Old Mutual Johannesburg, South Africa Full timeLet's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · Aspires to be a Financial Advisor · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to ...
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Salaried Financial Advisor
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Johannesburg, South AfricaDepartment & Region: Kwa-Zulu Natal / Gauteng · Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices. · Company offers the following: · ü Provision of office space and full infrastructure for ...
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Financial Advisor JHB
Found in: Talent ZA C2 - 2 days ago
Sanlam Johannesburg, South AfricaWho are we? · Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide ...
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Salaried Financial Advisor
Found in: Job Placements ZA C2 - 10 hours ago
Future Careers Johannesburg, South AfricaAssists in planning and implementing pursuit of strategic opportunities for relationships and identifying new markets for Business Insurance products or services. · Monitor and assess sales and market data for a specific geographic region and market segment produce reports that w ...
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Commissioned Financial Advisor
Found in: Talent ZA C2 - 4 days ago
Old Mutual Johannesburg, South Africa Full timeLet's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insuranc ...
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Salaried Financial Advisor
Found in: Talent ZA C2 - 4 days ago
Old Mutual Johannesburg, South Africa Full timeDescription · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. The position has been identified as a FAIS position and falls within the ambit contemplated by ...
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Financial Advisor Johannesburg
Found in: Talent ZA C2 - 1 day ago
PPS Recruitment Sandton, South AfricaPurpose of the Job: · The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS ...
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Senior Assistant to Financial Advisor
Found in: Talent ZA C2 - 2 days ago
Emporium Sandton, South Africa Full timeSenior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
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Senior Assistant to Financial Advisor
Found in: Talent ZA C2 - 2 days ago
Emporium Sandton, South Africa Full timeSenior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
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Financial Advisor Pretoria/Tshwane
Found in: Talent ZA C2 - 1 day ago
PPS Recruitment Sandton, South AfricaPurpose of the Job: · The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS ...
Certified Financial Advisor - Johannesburg, South Africa - Curiska
Description
New & Existing 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
• Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Optimise business profitability by identifying income opportunities and meet 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
• Annual new business Assets Under Management target R25 million
2. Compliance & Process
• Agree and document services to be provided
• Provide and explain regulatory disclosures to new/existing clients
• Agree and sign service level agreements with new/existing clients
• Conduct financial needs analysis for clients using business's FNA system
• Consolidate recommendations and action steps into a financial plan
• Source quotations for product related recommendations
• Present recommendations, listen to clients concerns and revise strategies if necessary
• Get clients to complete and sign all advisory documents and instructions
• Complete Client Advice Record
3. Sales Management
• Maintain a record of sales generated
• Maintain a record of pipeline sales
• Attend and present updates at internal sales meetings
• Achieve sales target set
SKILLS AND ATTRIBUTES
1. Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint)
2. Excellent written and verbal presentation skills
3. Active listening
4. Critical Thinking
5. Professional and presentable
6. Own reliable transport
7. Interact professionally with clients and product providers
8. Perform under pressure
9. Attention to detail
10. Takes initiative
11. Ability to meet deadlines
12. Organises work smartly
13. Team player
REQUIRED KNOWLEDGE / EXPERIENCE
Minimum 3 years in a financial advisory role, dealing with high net-worth clients.
REQUIRED