Senior Financial Advisor | Certified Financial Planner® (Cfp®)

The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.

Roles And Responsibilities Optimize business profitability by identifying income opportunities and meeting agreed income targets Facilitate requirements between clients and product/service providers Track and report progress of agreed implementation to clients Issue confirmation of implementation to clients Conduct annual reviews with clients Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Understand and analyze estate plans and make necessary recommendations Understand and analyze a client financial needs analysis and make recommendations Deliver quality financial planning and advisory services to existing and prospective clients Retain existing clients and generate new clients Understand and be able to compare the features and benefits of different risk products Have a fair understanding of the different analysis tools from a risk perspective Keep up to date with tax changes affecting financial/estate planning Provide clients with necessary product information when required Required Qualifications: Post Graduate Diploma in Financial Planning Certified Financial Planner (CFP) Regulatory Examination 5 – Representatives
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