Financial Advisor WC North - Boland/Cape Winelands at PPS

Minimum Requirements

Formal Qualifications:

• Matric (Grade12)
• Relevant commercial/legal/industry specific NQF level 6 qualification is preferable
• FAIS recognised NQF level 7 and above qualifiction is highly  advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper and accredited
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a direct sales role within the risk and investment spaces
• 2 years' expereince in holistic Financial Planning
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
• Experience prospecting for clients

Main duties and responsibilities:

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market