Financial Planner wanted immediately: APPLY HERE

Financial Planner wanted immediately: APPLY HERE

Vacancy Details

Employer: Quest Staffing Solutions

Job Description:

Servicing of existing clients with single and multiple investments
Face-to-face (meetings) annual reviews with clients .
Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
Make a recommendation based on the risk questionnaire and subsequent discussions
Provide the client with information on the performance of the various investment portfolios available
Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy and houseviews
Provide ongoing financial planning advice to clients as and when clients contact us
Resolve client concerns, queries and/or complaints
Source new business from existing clients and achieve the prescribed new business targets
Required Skills
financial planner
financials
planners

Candidate Requirements

Minimum Requirements:

Matric
Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments)
CFP licensee (member of the FPI) or studying towards Post Grad Diploma in Financial Planning
At least one year’s experience
Must be able Speak Afrikaans

Apply before Friday, August 9, 2019 – 60 Days left
Companies may expire jobs at their own discretion.
If you have not received a response within two weeks, your application was most likely unsuccessful. Apply Now

Source: Jobs365