Financial Adviser Pietermaritzburg at Metropolitan

Role Purpose    
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

Requirements    

• Grade 12 or an equivalent NQF4 qualification plus 2 years industry experience in finance/insurance.
• Grade 12 with post matric qualification equivalent of NQF5 plus 2 years industry working experience
• Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
• Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognised qualification, minimum 2 years financial services experience in the applicable  sub category  and proof of CPD hours completed per sub category
• Drivers license
• No criminal record/charges
• Knowledge of the financial services industry Knowledge of relevant legislation

Duties & Responsibilities    

• Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
• Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
• Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
• Accurately identify problems and proactively solve them
• Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
• Timeously complete all administrative and reporting duties related to the role
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
• Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity
• Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
• Build sound relationships with others through honesty, trust and respect
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
• Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
• Effectively manage time and ensure optimal productivity
• Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
• Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
• Conduct client financial needs analysis in order to develop and implement a customised financial plan to achieve clients’ financial goals

Competencies    

• Selling and persuasiveness
• Presentation skills
• Fluent Verbal and Written Communication and Comprehension in English
• Analytical Skills (including numeracy)
• Planning and Time Management Skills
• PC Literacy
• Ability to speak multiple languages with some African languages

Closing Date: 6th, August 2022