Financial Planner | Gauteng

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General Details
Location:
, WoodmeadJohannesburg
Advertised By: Agency
Company Name: WhatJobs
Job Type: Contract
Description

To provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts


CUSTOMER CONNECTION
Relationship building

Insight



EXECUTION EXCELLENCE
Product sales

Delivery

Accountability

Operational excellence

Managing change



PEOPLE PRIORITY
Collaboration culture

Managing performance

Developing talent


Support client related strategies and deliver key goals

Ensure that the clients investment portfolio is consistent with FPCs investment philosophy

Provide the client with information on the performance of the various investment portfolios available

Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc

Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.

Completed recommendation within agreed turnaround times

Provide the client with information on the performance of the various investment portfolios available

Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.

Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc

Provide holistic financial planning services (including investments, risk cover and estate planning) to clients

Resolve client concerns, queries and/or complaints


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