Job Description

Our client in the Wealth Management industry is currently looking for a Financial Advisor in Claremont, Cape Town.

Responsibilities:

• Taking the service and product offering to market and engaging with prospective and existing clients.
• Building trusting relationships with new and prospective clients.
• Ensure constant business development - attract new business, leads and top ups from existing clients.
• Provide a financial roadmap and investment solution.
• Manage clientxe2x80x99s wealth by effective advice and change implementation.
• Initiate further referrals from existing clients.
• Management of business practice management within the company, Management of Stats, inflows, FICA and FAIS and internal relationships.
• Initiate prospecting events to support business inflows by building quality relationships.
• Ensure clients are compliant to Houseview and adopt strategies to change implementation accordingly.
• Management of portfolios under managements.
• Hold bi-annual client meetings with clients.
• Management and development of an Assistant.
• Keep abreast of changes by attending training, networking conventions.
• Retain clients.
• Insurance and investment products.

• Post graduate Diploma in Financial Planning - CFP.
• Relevant BCom Degree or CA or LLB.
• Regulatory exam.
• Class of Business Courses completed.
• Minimum 5 yearsxe2x80x99 experience in Investment and Planning environment.
• Aptitude for figures.
• Influencing skills.
• Conceptual thinking skills.
• Interpersonal understanding.
• Good presentation skills.
• Effective stress management.
• Adaptable and flexible to change.
• Knowledge of Financial markets.
• Thorough understanding and knowledge of Global Economy, Financial and Investment markets.
• Knowledge on Investment and Financial Planning.
• Appropriate balance of context and detail orientation.
• Effective interaction abilities.
• EQ.
• Ability to mentor and teach.
• Have good technical knowledge on related subjects such as Tax, Estate Planning, Retirement Planning and Forex, Interest Rates.

• R660 000 xe2x80x93 R780 000 per annum.

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