- Polokwane
- Salary: Market Related
- Job Type: Permanent
- Sectors: Insurance Investment Finance
- Reference: copy-Financial Planner
Vacancy Details
A well-renowned bank is seeking a skilled Financial Planner to join its team. The successful candidate will provide expert financial advice and wealth-creation strategies to clients, contributing to the company's mission of being a trusted financial partner.
Responsibilities:
Responsibilities:
- Conduct comprehensive financial analyses of clients' income, expenses, insurance coverage, financial goals, tax status, and risk tolerance to develop personalized financial plans.
- Recommend and implement suitable financial solutions and strategies tailored to each client's unique needs.
- Assist clients with financial transactions and the implementation of their financial plans.
- Regularly review and adjust clients' portfolios and financial plans to align with their changing circumstances and goals.
- Stay informed about industry regulations, practices, and financial products to maintain professional competence.
- Demonstrate expertise in structuring, presenting, and reviewing financial plans for individuals and legal entities.
- Maintain knowledge of approved financial products and services and stay up-to-date on industry developments.
- Adhere to relevant industry and company rules and regulations, ensuring full compliance.
- Build and maintain a sustainable and profitable client base.
- Actively participate in business engagements to foster and strengthen client relationships.
Candidate Requirements
Qualifications:
- Diploma
- Certificate in Financial Planning
- FIAS Qualification
Experience:
- 1-5 years of experience in sales or a related field.
Technical/Professional Knowledge:
- Administrative procedures and systems
- Data analysis
- Relevant software and systems knowledge
- Relevant regulatory knowledge
- Banking knowledge
- Banking procedures
- Cluster-Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk, and Controls
Behavioral Competencies:
- Sales Disposition
- Building Trusting Relationships
- Energy
- Adaptability
- Continuous Learning
11 people have applied for this job. 224 people have viewed this job.
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