This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentation and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with various high-profile clients spread across the demographics of South Africa. Tap into networks and create leads and potential clients.
Key Relations: Regional Head and All Advisors /Assistants within region/officeExternal clientsQualifications: Certified Financial Planner designation or in the process of acquiringPost graduate diploma in financial planning with board exam or in the process of acquiring itRE examsClass of business and product trainingCPD points – continuous and registration FPIAll regulatory and legislative trainingActive engagement/attendance of all internal trainingPro-active self-study of all training/information/practice notesIdentifying and facilitating any personal development and or "soft skills" requiredExperience: Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registrationShared responsibility between supervisor and superviseeAptitude for figuresConceptual thinking skillsEffective stress managementMulti-focused – Planning and ManagementOutput driven mindset with strong communication skillsKnowledge: General knowledge of financial marketsKnowledge of insurance and investment productsThorough understanding and knowledge of global economy, financial and investment marketsKnowledge on investment and financial planningGood technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest ratesPersonal Characteristics: Client and service orientedAffable characterIntegrityAdaptable and flexible to changeDetail orientedEffective interaction abilitiesQuick thinkerMatureConfidentWell presentedSensitivity to the clientsHigh sense of duty and loyaltyWide range of interestsHigh levels of accountabilityKPA/Strategic Business Deliverables: Administration: High level of understanding of the administrative requirements in the business pertaining to Documentation, Mandates, Processes, Systems, Products, Instructions and Service providers.Client intimacy while working under supervision: Building trusting relationships with new and prospective clientsStrategic involvement and suggestions required to grow the business and set new benchmarks for the delivery of services to the existing client base.Identify new clients for the company and accepting a source target in the business. Initiate further referrals from existing clientsEnsure constant business development – attract new business, leads and top-ups from existing clients.Provide a financial roadmap and investment solutionManage clients' wealth by effective advice and change implementationInitiate prospecting events to support business inflows by building quality relationshipsAttend bi-annual client meetings with clientsPersonal Development: Keep abreast of changes by attending training, networking conventionsSubmission of supervision reports if applicablePractice Management while working under supervision: Management of business practice management within the company, Management of Stats, Assistant, inflows, FICA and FAIS and internal relationships.Ensure clients are compliant to House view and adopt strategies to change implementation accordinglySupport the planning and management practice with compliance and technical planning and management ability
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