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Recruiting Independent Financial Advisors (IFA's) - Durban
Thursday, 16 April 2015
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Item details
City:
Durban, KwaZulu-Natal
Item description
We are currently recruiting ambitious and motivated Independent Financial Advisors to join our performance company culture. Our IFA structure focuses on taking the administrative burden off your shoulders so that you can spend more time doing what earns you money i.e seeing your clients. The successful candidates will receive the benefit of being teamed up with other like minded professionals.
Minimum Requirements:
- NQF level 5 in either Wealth Management or Financial Planning
- 1 year & above experience as an Independent Financial Advisor
- A valid driver’s license and own vehicle is essential
- Exceptional interpersonal skills
- Client building & liaison skills
- Sales ability
- Own laptop/computer
Duties will include, but aren't limited to the following:
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Researching information from various sources, including providers of financial products
- Reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets
- Keeping up to date with financial products and legislation
- Producing financial reports
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
Our package offered to you comprises of:
- An excellent commission structure
- Planning tools which include Financial Planning, Fund Analysis and Comparison as well as Medical Aid Analysis and Comparison
- Marketing allowances
- Continuous training & development as well as career planning
- Wealth of knowledge through interaction with experienced veterans and CFP professionals
Kindly respond to this ad with your CV.
Minimum Requirements:
- NQF level 5 in either Wealth Management or Financial Planning
- 1 year & above experience as an Independent Financial Advisor
- A valid driver’s license and own vehicle is essential
- Exceptional interpersonal skills
- Client building & liaison skills
- Sales ability
- Own laptop/computer
Duties will include, but aren't limited to the following:
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Researching information from various sources, including providers of financial products
- Reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets
- Keeping up to date with financial products and legislation
- Producing financial reports
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
Our package offered to you comprises of:
- An excellent commission structure
- Planning tools which include Financial Planning, Fund Analysis and Comparison as well as Medical Aid Analysis and Comparison
- Marketing allowances
- Continuous training & development as well as career planning
- Wealth of knowledge through interaction with experienced veterans and CFP professionals
Kindly respond to this ad with your CV.
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