Financial Wellbeing Consultant
Humankind
- Gauteng
- Permanent
- Full-time
At least 6 months - 2 years’ experience in the: -
· 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 stakeholdersEducational required
· Matric
· Tertiary qualification i.e. relevant. BCom/BBus allowing access to a Post graduate diploma in Financial Planning
· NQF 5 in Wealth Management or higher wealth management qualification
· RE5
Advantageous - CFP license (member of the FPI or studying towards it)· To attend and assist at corporate wellness days;
· To attend and assist at corporate financial wellbeing days;
· To attend and assist corporate member education sessions;
· To assist with campaigns, themed campaigns, projects and initiatives as required;
· To effectively manage leads from various interventions and provide feedback;
· As required, to assist with worksite marketing and financial awareness;
· To assist in segmented Corporate accounts with brand marketing and financial planning needs;
· Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts;
· Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts;
· Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including:
· Make a written recommendation based on a clients 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;
· Resolve client concerns, queries and/or complaints;
· Source new business by means of referrals.HumankindCompany
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