Financial Advisor (Investment Specialist) | Gauteng

Purpose Of Position:
The purpose of the Financial Advisor (Investments Specialist) role is to:
Provide financial advice (investment, tax, and insurance) to clients. Build, maintain and grow the client base.Roles And Responsibilities:
New & Existing Clients:Scan client base and target market for financial planning opportunitiesGenerate leads by identifying appropriate clients/prospectsContact clients/prospects to introduce or position products and service offeringCreate interest and secure financial planning meetings with prospects/clientsDeliver quality financial planning and advisory services to existing and prospective clientsGenerate new clients and retain themOptimise business profitability by identifying income opportunities and meet agreed income targetsFacilitate requirements between clients and product/service providersTrack and report progress of agreed implementation to clientsIssue confirmation of implementation to clientsConduct annual reviews with clientsAnnual new business Assets Under Management target +-R35 millionCompliance & Process:Agree and document services to be providedProvide and explain regulatory disclosures to new/existing clientsAgree and sign service level agreements with new/existing clientsConduct financial needs analysis for clients using business's FNA systemConsolidate recommendations and action steps into a financial planSource quotations for product related recommendationsPresent recommendations, listen to clients concerns and revise strategies if necessaryGet clients to complete and sign all advisory documents and instructionsComplete Client Advice RecordSales Management:Maintain a record of sales generatedMaintain a record of pipeline salesAttend and present updates at internal sales meetingsAchieve sales target setSkills and Attributes:
Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint)Excellent written and verbal presentation skillsActive listeningCritical ThinkingProfessional and presentableOwn reliable transportInteract professionally with clients and product providersPerform under pressureAttention to detailTakes initiativeAbility to meet deadlinesOrganises work smartlyTeam playerRequired Knowledge / Experience:
Minimum 5-10 years in financial advisory role.Required Qualifications:
Minimum Bachelor's Degree in Financial Planning or similarRegulatory Examination 5 – RepresentativesCERTIFIED FINANCIAL PLANNER® Professional will be added advantage#J-18808-Ljbffr