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  • Posted: May 5, 2021
    Deadline: Not specified
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    Metropolitan part of Momentum Metropolitan Life Limited, is an authorised financial service (FSP 44673) and credit provider (NCRCP). With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times. As one of the largest financial services co...
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    Financial Advisor

    ROLE PURPOSE

    • To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education

    Branches available:

    • Port Edward
    • Port Shepstone
    • Hibberdene

    RESPONSIBILITIES AND WORK OUTPUTS

    • 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 customized financial plan to achieve clients’ financial goals

    COMPETENCIES REQUIRED

    • Verbally fluent
    • Numerical reasoning ability
    • Be able to plan and manage their time
    • Self-reliant
    • Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
    • Manage relationships well
    • Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
    • Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy
    • Be computer literate

    EXPERIENCE AND QUALIFICATIONS

    • Grade 12 or an equivalent NQF4 qualification or
    • Grade 12 with post matric qualification equivalent of NQF5
    • 2 years experience in the Financial Industry or Sales (Field Advisor)
    • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
    • Drivers License Essential and non-negotiable
    • Tax Number and Bank Statement must be sent through as part of the application
    • Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognized qualification, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category

    Method of Application

    Interested and qualified? Go to Metropolitan on www.linkedin.com to apply

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