Professional Financial Planner and Advisor

Job Description

Duties & Responsibilities :

Understand clients’ financial needs

Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance

Answer clients’ questions and address concerns

Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

Manage and regularly update clients’ portfolios.

Building and maintaining your client base. This is a FAIS role

Desired Experience & Qualification :

Matric

1-2 years Sales experience

RE 5, FAIS qualification an added advantage but not essential

Own car

Drivers License

Laptop

Network of clients

Package & Remuneration

Benefits, incentives, earning on every product from product 1