Financial Planning Consultant
Humankind
- Gauteng
- Permanent
- Full-time
· Financial Services industry – including service providers and the retail market
· Legislation governing investment markets (local and offshore), investment vehicles and retirement funds
· Tax implications of the various investment options available · Specific long-term Insurance Categories,
· Compulsory and Discretionary Investments
· Ability to provide Estate Planning advice and the gathering of information to draft standard wills
· Ability to build rapport with key stakeholders· Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
· Make a written recommendation based on a client’s responses to the risk profile 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 · Provide ongoing financial planning advice to “retained” clients
· Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
· Manage and strengthen relationships with key staff in assigned Corporate
· Resolve client concerns, queries and/or complaints · Source new business from retained clients and by means of referrals
· Implement and process advice in line with FPC systems and policies
· Support AF’s client related strategies and deliver key goals as contained in an approved business planHumankindCompany
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