Financial Planner - Western Cape

Financial Planner - Western Cape

Role Locations: Vredenburg, Hermanus and Garden Route

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

Job Responsibilities

• Analyse clients’ financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
• Examine and suggest financial solutions and strategies for the financial plan (plan for life).
• Assist clients in implementing their plans and carry out financial transactions.
• Review clients’ portfolio's and plans on a regular basis to customize the financial plans according to clients’ changing life or economic circumstances, needs and requirements.
• Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
• Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
• Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
• Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
• Building a sustainable and profitable practice.
• Participate and attend all business engagements to build and strengthen relationships.

Essential Qualifications - NQF Level

Preferred Qualification

Certificate: Financial Planning

Preferred Certifications

FAIS Qualification.

Minimum Experience Level

Role specific / 1 -5 years experience / exposure in sales

Technical / Professional Knowledge

Behavioural Competencies