Senior Financial Advisor | Certified Financial Planner® (CFP®)
The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.
Roles And Responsibilities
- Optimize business profitability by identifying income opportunities and meeting 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
- 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
- Understand and analyze estate plans and make necessary recommendations
- Understand and analyze a client financial needs analysis and make recommendations
- Deliver quality financial planning and advisory services to existing and prospective clients
- Retain existing clients and generate new clients
- Understand and be able to compare the features and benefits of different risk products
- Have a fair understanding of the different analysis tools from a risk perspective
- Keep up to date with tax changes affecting financial/estate planning
- Provide clients with necessary product information when required
Required Qualifications:
- Post Graduate Diploma in Financial Planning
- Certified Financial Planner® (CFP®)
- Regulatory Examination 5 - Representatives
