This position is for a financial advisor managing an existing portfolio for a fixed salary.Your Qualifications:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP accreditation would be advantageousRE Examinations completedExperience:5 years in a Wealth Management roleVerbal and written communication, in English and Afrikaans, at all levels.Your Responsibilities:Client Portfolio Reviews:Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;Servicing of Existing Clients:Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;Attend to and resolve clients' concerns, queries, requests and complaints regarding their portfolios;Opening of CCM Accounts and authorisation of payments;Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.;Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor;Ensure that the principles of the TCF Policy are applied in all interactions with clients;Generating New Business:Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;Compilation of proposals for, and Implementation of instructions from clients;Leadership & Support to Wealth Planner:Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements;Assist the Wealth Planner in the identification of training requirements for the Wealth Assistant and provide input for the Performance Appraisal Evaluation of the Wealth Assistant;Assist the Wealth Planner in the quality control of work outputs of the Wealth Assistant to ensure high standards of client service and portfolio management;Liaison with Service Providers to resolve problems in client service;General Administration:Recording of all client interaction upon completion of such interaction;Maintain and update client records and database including static data;Ensure compliance with FICA and FAIS legislation.
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