Alexander Forbes is seeking a Associate Consultant ­ Retail to assist Financial Planning Consultants in segmented Corporate accounts and with marketing the services of the Financial Planning Division with, inter alia, wellness days, retirement seminars, on­site consulting etc.
Formal Qualifications
- Matric
- Tertiary qualification i.e. BCom (majors in Financial Management or Financial Planning or Investments) CFP license (member of the FPI or studying towards it)
Experience
- 2­ - 5 years in Financial planning role (holistic financial planning to the client) preferably off supervision
Key Performance Areas
- To assist in segmented Corporate accounts with marketing and financial planning needs
- Develop and implement strategies to obtain and manage business opportunities arising within assigned and segmented Corporate accounts Help manage and strengthen relationships with key staff in assigned and segmented Corporate accounts
- Assist Senior Consultants where needed in segmented Corporate accounts Meet clients in person to provide them with financial planning advice and solutions
- Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions
- Provide the client with information on the performance of the various investment portfolios available
- Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
- Ensure that the clients investment portfolio is consistent with FPC's investment philosophy
- Resolve client concerns, queries and/or complaints
- Source new business by means of referrals Implement and process advice in the line with FPC systems and policies
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