Broker Specialist Consultant

Riffds; Cape Town; On-site; ZAR 240,000 - 420,000; Full time

Job summary

RIFF'S in Cape Town, South Africa, seeks a dynamic role coordinating with Independent Financial Advisors (IFAs) to achieve business objectives, promoting RIFF's bespoke range of products, and building strong relationships with IFAs.

The role requires Matric with a Postgraduate diploma in Financial Planning (NQF 6) or Wealth management, plus experience in sales and marketing within financial services, and strong knowledge of regulatory legislation.

Qualifications

• Matric/Grade 12 is required or equivalent.
• Postgraduate diploma in Financial Planning, NQF 6, or Wealth management is preferred.
• Experience in sales and marketing within the financial services sector.
• In-depth knowledge of financial services, marketing principles, third-party marketing, and regulatory legislation.

Responsibilities

• Collaborate with Independent Financial Advisors (IFAs) to achieve business objectives.
• Promote RIFF's bespoke range of products to the IFA channel.
• Build and maintain strong relationships with IFAs and key stakeholders.

Skills

Sales & Marketing

Financial Services

Regulatory Knowledge

Time Management

Collaboration

Innovation

Education

Matric/Grade 12

Postgraduate Diploma in Financial Planning

Job description

Cape Town, South Africa

This role involves working with Independent Financial Advisors (IFA's) to achieve business objectives,promoting RIFF's bespoke range of products, and building strong relationships with IFA's.

Requirements

• Matric/Grade 12, preferably a Postgraduate diploma in Financial Planning, NQF 6, or Wealth management
  
• Experience in sales and marketing within the financial services sector
• In-depth knowledge of the financial services industry, marketing principles, third-party marketing and regulatory legislation
• Personal qualities needed include innovation, collaboration, and time management