Associate Financial Adviser - Port Elizabeth at Investec

Description

• This role offers an opportunity to build your financial advisory knowledge and experience and assist in the management of our private client relationships across financial advice, investments and life insurance. You will operate both in support of your Financial Adviser as well as directly with clients yourself and will need to develop strong relationships with bankers to deliver a wholistic proposition to our clients.
• By joining our fast-growing business, you are not only becoming part of a dynamic and expanding team, but you are also positioning yourself to build a successful career dealing with private clients, providing tailored financial solutions and fostering long-term relationships that are essential for career advancement.
• The aim of this team is to deliver tailored professional financial advice, planning, and products that align with the unique needs of both new and existing clients, reflecting Investec's commitment to personalisation and excellence. You will be responsible for cultivating sustainable, high-quality business in line with our strategic objectives. The aim is to build and maintain long-term relationships with clients, as this entrenches the Investec value proposition and offers ongoing opportunities for advice and sales. Your efforts will contribute by supporting the Financial Advisers and through this you will have the opportunity to learn and grow whilst doing so.
• You will be enabled by our culture, strong brand, value proposition and product offerings.

Key Responsibilities

The role is responsible for assisting senior advisers in providing financial advice to private clients in accordance with FAIS legislation and according to Investec's professional financial advice guidelines. The overarching objective is to offer holistic financial planning, which includes analysis of the client's financial affairs (including a risk analysis, pre- and post-retirement planning and intergenerational wealth planning); development of a financial plan for the client; solutioning for the client using Investec's life insurance and investment products; and ensuring that proper record keeping of advice is maintained

Useful detail

• Operate with the utmost professionalism as part of the financial advisory team in your region
• Provide a consistent and coordinated client experience ensuring credibility of the Private Bankers and Senior Advisers
• Assist in keeping the Private Bankers informed in all activities with the clients
• Assist with the preparation for the annual financial reviews with clients
• Support the sales and marketing of the Investec Life and My Investment product range with other distribution or service channels when required
• Act as the essential link between clients, bankers, advisers, and adviser consultants, ensuring seamless communication and coordination. . By facilitating clear and effective interactions, you help build trust and foster long-term relationships that are crucial for client satisfaction and business growth.
• Always operate within the Private Bank business strategies and Investec's brand guidelines

Qualifications, Experience and Skills

• Relevant tertiary qualification and CFP would be preferred (or studying towards)
• Two to four years' experience in client support or administration, preferably in financial services
• Client service orientated
• Excellent interpersonal skills
• Relationship building and networking
• Ability to organise, prioritise and work under pressure
• Team player
• Self-starter
• Ability to successfully navigate negotiations, addressing client concerns, and driving deals to completion- outcome based