Job Description

Business Description:

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their wealth creation, protection and niche financing needs.

Company is looking for Graduate and Senior Financial planners to be based in its Johannesburg / Cape Town & Durban Offices.

Company offers the following:

1. Provision of office space and full infrastructure for financial planners

2. Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms

3. Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access

4. Access to business coaching and client advice support

5. Assistance with practice management

6. Training support, i.e. technical and soft skills training

7. Access to an effective leads system

8. Support with succession planning

9. Support with unlocking of equity from adviser practices

Requirements/Output/Core Tasks:

1. Establish long-term relationships with clients

2. Financial planning for clients

3. Focus on identifying client needs and then offer suitable financial solutions

4. Provide excellent service orientation and frequent contact with clients

5. Valid Drivers license with own vehicle

6. Financial qualification

Remuneration and benefits:

1. Choice of different adviser contracts

2. Up to 90% commission

3. Vesting Bonuses for the first 2 years

4. Performance Bonus (13th cheque) in December

5. Assistance with the purchase of technology equipment

6. Membership of Pension Funds and Group Life Schemes

7. Initial and ongoing training

8. Support with industry related qualifications

9. Access to mobile nurses and doctors for client medicals

10. Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.

11. Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.

12. Compliance support

13. Marketing support

14. Access to Legal advisors

15. Financial planning tools

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