Financial Planner

Standard Bank Of South Africa Limited; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in Johannesburg seeks a Wealth Management Associate who excels in research and client service. The role involves providing clients with financial advice, managing client portfolios, and ensuring compliance. Ideal candidates will have a relevant degree and strong interpersonal skills. Join a dynamic team dedicated to making an impact in wealth management.

Benefits

Professional Work Environment

Business Partnership

Personal Marketing Strategy

Rewards and Recognition

Qualifications

• Client-focused and professional with high ethical standards.
• Ability to build and maintain strong client relationships.
• Effective problem-solver with strong multitasking ability.

Responsibilities

• Researching advice-related issues for client reports.
• Conducting portfolio analysis according to client requirements.
• Managing operational and regulatory reporting.

Skills

Client relationship building

Financial calculations

Proficiency in Microsoft Word and Excel

Strong written and interpersonal communication skills

Education

Degree or qualification in a relevant field

Job description

Showing 4 Financial Planner jobs in Johannesburg

Sandton, Gauteng R120000 - R240000 Y IWCP : Insurance & Wealth Creation Professionals

Posted today

Job Description

Insurance and Wealth Creating Professionals (IWCP) is an Affiliate of Liberty that is leading the way for the new Generation of Financial Planner's.

Our Leadership Team has over 200 years' experience in the industry and has a proven success track record of developing new Advisors. Our focus is on establishing new talent in the industry and for this reason; we keep the ratio between Unit Leader and Advisor very low.

IWCP has developed a structured on-boarding programme for the first 4 months to ensure the best transition into the career possible. With an added 36 month 'New Advisor Development Path'.

We combined all our years of experience to develop a business system and tools that help the New Generation of Financial Advisors through the client engagement process, step by step and start to finish, to ensure the best possible outcomes for your clients. Being at the forefront of developing the New Generation of Financial Advisors, IWCP developed a structured practice building programme and ongoing learning strategy to aid Continuous Professional Development (CPD).

IWCP is a Tribe of Professionals changing South Africa one policy at a time. We believe in Old School Values with innovative thinking, so that the lessons from the past are used as we build the New Generation of Financial Advisors. At IWCP we celebrate every success.

From the little victories that build up to the big achievements and then accumulate in achieving that goal. IWCP has a learning, caring and performance culture. We are passionate about personal development and growth. We also believe in having fun, changing lives whilst also looking after our own family\'s financial well-being. IWCP is a circle of safety where every individual is respected for who they are and the value that they add.

IWCP also has a number of value-added partners including an administrative hub, specialist and marketing support. With these partners and in-house support, we afford our clients the best advice and products for their unique financial needs.

What we offer

• Professional Work Environment
• Business Partnership
• Personal Marketing Strategy
• Outsourced Call Centre
• Rewards and Recognition
• Sense of Belonging and fun
• Matric (essential)
• Tertiary Qualification in Finance Field (advantageous)
• Own Vehicle (essential)
• Own Laptop (essential)
• Clear Crime and Credit Record
• Excellent Interpersonal skills
• Must be entrepreneurial in nature

Do you want to be part of this winning team? Contact us today via mail at Should you not hear from us within 3 weeks please consider your application as unsuccessful.

Is this job a match or a miss?

Financial Planner: Sakhumzi MOB

Posted today

Job Description

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We\'re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

• Assist in growing the Sanlam Adviser Business
• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake Relevant Behaviours To Attain Targets Relating To

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations
• Networking, prospecting and leads generation
• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
• Client consultations and sales
• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client\'s portfolio annually by undertaking the above steps.
• Client Service
• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.
• Monitor, update and reporting (weekly/monthly)

Document And Present The Following Activities

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification And Experience
Grade 12

Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge And Skills
Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Personal Attributes
Communicates effectively - Contributing independently

Tech savvy - Contributing independently

Action orientated - Contributing independently

Interpersonal savvy - Contributing independently

Persuades - Contributing independently

Is this job a match or a miss?

Sandton, Gauteng R40000 - R120000 Y IWCP : Insurance & Wealth Creation Professionals

Posted today

Job Description

Insurance and Wealth Creating Professionals (IWCP) is an Affiliate of Liberty that is leading the way for the new Generation of Financial Planner\'s.

Our Leadership Team has over 200 years\' experience in the industry and has a proven success track record of developing new Advisors. Our focus is on establishing new talent in the industry and for this reason; we keep the ratio between Unit Leader and Advisor very low.

IWCP has developed a structured on-boarding programme for the first 4 months to ensure the best transition into the career possible. With an added 36 month 'New Advisor Development Path'.

We combined all our years of experience to develop a business system and tools that help the New Generation of Financial Advisors trough the client engagement process, step by step and start to finish, to ensure the best possible outcomes for your clients. Being at the forefront of developing the New Generation of Financial Advisors, IWCP developed a structured practice building programme and ongoing learning strategy to aid Continuous Professional Development (CPD).

IWCP is a Tribe of Professionals changing South Africa one policy at a time. We believe in Old School Values with innovative thinking, so that the lessons from the past are used as we build the New Generation of Financial Advisors. At IWCP we celebrate every success.

From the little victories that build up to the big achievements and then accumulate in achieving that goal. IWCP has a learning, caring and performance culture. We are passionate about personal development and growth. We also believe in having fun, changing lives whilst also looking after our own family\'s financial well-being. IWCP is a circle of safety where every individual is respected for who they are and the value that they add.

IWCP also has a number of value-added partners including an administrative hub, specialist and marketing support. With these partners and in-house support, we afford our clients the best advice and products for their unique financial needs.

What we offer

• Professional Work Environment
• Business Partnership
• Personal Marketing Strategy
• Outsourced Call Centre
• Rewards and Recognition
• Sense of Belonging and fun
• Matric (essential)
• Tertiary Qualification in Finance Field (advantageous)
• Own Vehicle (essential)
• Own Laptop (essential)
• Clear Crime and Credit Record
• Excellent Interpersonal skills
• Must be entrepreneurial in nature

Do you want to be part of this winning team? Contact us today via mail at Should you not hear from us within 2 weeks please consider your application as unsuccessful.

Is this job a match or a miss?

Wealth Management Associate

Posted today

Job Description

We\'re on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team. If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications

• Degree or qualification in a relevant field
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

Is this job a match or a miss?

Wealth Management Associate – End of listing

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