Financial Planner - presently in industry

Ubuntu Capital; Midrand; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales abilities, possess their own vehicle and smartphone, and be proactive in their approach to client service.

Qualifications

• Minimum one year’s financial planning experience.
• Good understanding of the Financial Services industry.
• Ability to provide Estate Planning advice.

Skills

Strong work ethic

Excellent verbal and written communication skills

Excellent and proven selling ability

Strong client service orientation

Proactive – use initiative

Education

Passed or currently studying for RE5

Tertiary qualification such as a B.Comm

Advanced Financial Planning qualifications (e.g., CFP)

Tools

CRM systems

Job description

Overview

Thank you for electing to apply for a Financial Planner position at Ubuntu Capital.

As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act.

What we require of you

Your date of first appointment (DOFA) as a financial planner/advisor

Qualifications

• Passed or currently studying for your RE5
• Tertiary qualification such as a B.Comm is highly advantageous.
• Advanced Financial Planning qualifications (eg: CFP) are highly advantageous.

Behavioural Competencies

• Strong work ethic
• Excellent verbal and written communication skills
• Articulate with confident presentation skills
• Excellent and proven selling ability
• Strong client service orientation
• Attentive to detail and accurate
• Organised with effective time management skills
• Proactive – use initiative
• Ability to work independently and/ or under pressure
• Empathetic towards clients with sound listening skills

Technical knowledge

• Good understanding of the Financial Services industry
• Ability to provide Estate Planning advice and prepare standard Wills
• Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
• Good understanding of the tax implications of the various investment options available

Technology

• Computer literate
• Experience using CRM systems is highly advantageous

Working Experience

• Minimum one year\'s’ financial planning experience
• Proven sales track record

Other Requirements:

• Own car and valid driver\'s license
• Own laptop and smartphone

We look forward to receiving your CV.