Financial Advisor Wc South

Pps; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in Cape Town is seeking a dedicated financial advisor to deliver expert financial planning and advice. The ideal candidate will have significant experience in the financial services sector, strong interpersonal skills, and the ability to build lasting client relationships. A relevant qualification and a passion for financial advisory services are essential for this role. The position offers commission-based earnings based on performance.

Qualifications

• Must have 3 years' experience in Financial Services in a Sales role.
• 2 years' experience in Financial Planning is required.
• FAIS fit and proper compliance is necessary.

Responsibilities

• Provide tailored financial advice to clients.
• Prepare proposals using advanced financial planning tools.
• Maintain and grow client relationships.

Skills

Sales experience

Client relationship management

Financial planning

Analytical skills

Numerical skills

Presentation skills

Education

NQF level 6 qualification

Postgraduate Diploma in Financial Planning

CFP designation

Tools

MS Office

CRM system

Financial planning software

Job description

Job Advert Summary

Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member.

Scope of the Job

This is a commission-based role of holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning.

Minimum Requirements

• Formal Qualifications: Matric (Grade 12); relevant commercial / legal / industry specific NQF level 6 tertiary qualification is preferable; FAIS recognised NQF level L7 and above qualification is highly advantageous; RE 5 completed; Successful completion of supervisory process; FAIS fit and proper; Postgraduate Diploma in Financial Planning advantageous; CFP advantageous.

Experience and Knowledge

• 3 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces.
• 2 years' Financial Planning experience.
• Knowledge and understanding of the dynamics of the professional client market.
• Experience and track record in high-performance sales environments.
• Knowledge of best practice in Financial Planning and Financial Advisory Services.
• Knowledge and understanding of financial planning through meaningful client engagements.
• Experience in own lead generation and prospecting for clients.

Computer Literacy

• Proficient in MS Office.
• Experience using a CRM system preferable.
• Experience using financial planning software.

Interpersonal and Intrapersonal Skills

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships.
• A passion for the financial planning environment.
• Relationship management and networking skills.
• Able to plan and manage time effectively.
• Analytical and numerical skills with the ability to analyse and interpret statistical information.
• Impeccable work ethic.
• Able to work independently.
• Strong communication.
• High attention to detail.
• Team-orientated, Self-motivated and highly driven.
• Strong presentation skills.
• Resilience and tenacity.
• Emotional Intelligence.

Duties and Responsibilities

• Providing suitable advice to best fit the needs and requirements of professionals.
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools.
• Meeting clients to understand their financial objectives.
• Explaining complex information relating to Financial Advisory in a clear and effortless way.
• Managing, maintaining and building new and existing client relationships.
• Growing a client book within the first 24 months and consistently thereafter.
• Adhering to compliance, operational procedures and practice management standards.
• Staying abreast of product information, performance and industry changes.
• Building a professional network and sustainable business within the professional market.

Personal Information

Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter.

Notice

You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and / or de-identify such personal information.