Strategic Financial Planner
1 semana atrás
A key aspect of this role is to provide strategic financial planning solutions to clients. These solutions will involve understanding the client's overall financial situation and creating a tailored plan that meets their needs and goals.
To be successful in this position, you will need to possess excellent communication skills and the ability to build strong relationships with clients. You must also have a good understanding of financial markets and instruments, as well as the ability to analyze complex financial data.
Key Responsibilities:
- Develop and maintain relationships with clients to understand their financial needs and goals.
- Provide tailored financial planning solutions to clients, including investment advice and wealth management.
- Stay up-to-date with market trends and regulatory requirements to ensure the highest level of service to clients.
- Work closely with other departments to ensure seamless delivery of services to clients.
Requirements:
- NQF level 7 Qualification (Advanced Diploma OR Degree).
- 120 credits or qualification aligned with FAIS and FSCA requirements.
- RE 5: Representatives.
Experience:
- 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
- Understanding of Long Term insurance products.
- Knowledge of the bank's products, processes, and systems.
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