Financial Advisor at Benchmark Capital Group

Financial Advisor 

Events of late have raised both the awareness and demand for quality financial advisors; Furthermore within this challenging time, the importance of new methodologies, technology and skills that will set the set future advisers apart, has emerged.

This is a role ideal for quality individuals experienced in life as a professional, not necessarily only as a financial adviser. Good people can become great advisers, and Benchmark is strategically positioned to offer developement and training through our corporate affiliate partners, and a career path through our banking partners, entrepeneur division and partner affiliates. (sounds wordy but it really means the right channel for you as an individual)

The ideal candidate will deliver personalized financial advisory solutions to assisting and educate clients work toward their long-term financial goals. The adviser should have an ability to work within a corporate environment, managing and supporting stakeholders towards group objectives and standards.

Responsibilities (and some new skills to be learnt)

• Manage and support banking stakeholders and solutions
• Delivery of holistic bancassurance / financial services value proposition to clients
• Collaborate with the financial team to cultivate client relationships
• Prepare financial plans and deliver financial advice to solution clients.
• Protect client confidentiality in line with system access and industry standards.

Qualifications

• RE and / or industry related qualifications if 2 years experienced
• 2+ years' of industry or professional experience
• An understanding of the investment & insurance business, we can teach the rest.
• Excellent interpersonal skills
• A high degree of energy and commitment.
• A passion for caring for peoples financial wellbeing.