Job Spec

Financial Advisor

Cape Town, WC
Sector: Insurance
Posted: Thursday, 3 October 2019
Reference: #Sk191003

Register / Login to apply

Job Details

A financial planning group requires a Financial Advisor to be responsible for clients’ Financial Planning, Investment and Retirement Proposals. The role requires the gathering of client information, financial planning analysis, preparing client reports and assisting in managing the client review process.

New & Existing clients:
• Scan client base and target markets for financial planning opportunities;
• Generate leads by identifying appropriate clients/prospects;
• Contact clients to introduce or position products and service offering;
• Create interest and secure financial planning meetings with clients;
• Deliver quality financial planning and advisory services to existing clients;
• Retain existing clients and generate new clients;
• Optimise business profitability by identifying income opportunities and meeting agreed to income targets;
• Facilitate requirements for clients and product/service providers;
• Track and report progress of agreed implementation to clients;
• Conduct annual reviews with clients.

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;

Skill Requirements

  • Financial advisory

Company Details

Company Bio: Sourcing Talent