Financial Planners – Investments & Long-term Risk Benefits at Wealth Preservation Strategies

Duties and responsibilities

The successful candidate(s) will be responsible for:

• Attracting new clients and relationships
• Engaging with and gathering relevant information from new and existing clients regarding their ongoing financial position, risk profile, needs and objectives
• Providing the highest standards of financial planning advice to new and existing clients using the practice’s fully supported processes and tools
• Implementing agreed solutions for clients
• Servicing clients in a meaningful way, including conducting periodic reviews and providing consistent feedback and communication
• Updating financial plans and adjusting agreed strategies and solutions
• Maintaining the required knowledge, education, competencies, qualifications and professional development required of legislative and industry requirements and best practice.

Whilst there is space to work from the office (and you would be most welcome), the practice is able to support advisors remotely and provides significant technological support for off-site work. Occasional attendance at the office for training and occasional meetings can be negotiated.

Minimum requirements

• This opportunity is open to all SA citizens regardless of race, gender etc. Non-SA citizens need not apply
• A proven track record of prospecting, new client acquisition and relationship building
• Bachelor’s degree in Commerce, Finance, Economics, Engineering or Law
• At least 3 years’ experience in financial planning
• Good verbal and written communications skills in English
• Completed RE5 regulatory examination

Factors which will count in the applicant’s favour

These will include:

• CFP® professional
• RE1
• Existing client base
• Ability to speak, read and write in another/other languages

Skills and competencies

• Desire to serve clients to the highest standards
• Professional attitude
• High attention to detail and accuracy
• Entrepreneurially minded
• Positively minded, enthusiastic and energetic
• Strong knowledge of:
• the legislative framework within which we operate
• financial planning principles, particularly in respect ofinvestment-planning and investment management and / or risk benefits respectively.
• industry products and services
• Strong communication, inter-personal and presentation skills
• Natural ability to build trusted relationships both with clients and internally with other members of the practice
• Good time-management and organisational skills and the ability to manage multiple clients and tasks at the same time
• Self-motivated and able to work within a fully supported team-based environment independent of constant supervision.
• Good decision-making skills

Remuneration & benefits

• A negotiable market-related remuneration package commensurate with the applicant’s background and what they bring to the practice
• Revenue-sharing and bonus opportunities
• Full induction and training will be provided in Cape Town
• A fully functional support structure to allow you to work remotely
• All compliance and business support functions taken care of
• Relocation support within SA for qualifying candidates
• Compensation for investment book (complete or partial) for qualifying candidates