Financial Advisor
- Durban, KwaZulu-Natal
- Permanent
- Full-time
- Conducting analysis of the client's financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial plan
- Ensure that proper record keeping of advice is maintained
- Perform Annual Financial Reviews with clients
- Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
- Build and maintain close relationships with Private Bankers and keep them informed in all activities with clients to ensure continued access and support
- Ensure credibility with clients and Private Bankers through professionalism and demonstration of expertise
- Assist with the sales and marketing of our client's product range with other distribution or service channels
- Assist the Client Services Centre should phone in clients require advice or more technical (product and advice) support
- Assist regional Private Bank management with marketing and sales plans
- Always operate within the Private Bank business strategies and our client's brand guidelines
- Develop and manage own sales plan and sales pipeline
- Extensive regional travel is required
- Relevant tertiary qualification and CFP would be preferred
- RE 5
- Eight years' experience in financial services in financial advice
- Understanding of long-term insurance business and markets
- Knowledge and understanding of the relevant income tax and estate duty legislation
- Sound experience with financial planning processes
- Ensure that the core financial planning competencies are maintained through continuous training and development
- Client service orientated
- Excellent interpersonal skills
- Relationship building and networking
- Ability to organise and prioritise
- Ability to work under pressure
- Team player
- Must have initiative and be tenacious
- Ability to close a deal/sale