Please note that our Terms of Use and Privacy Notice are applicable.
Back to search (Gauteng > Johannesburg > Jobs > General Worker Jobs> ad 1085346423)
Financial Advisor
1 Photo(s)
2 years ago1165 views
Ad Saved to My List
View and manage your saved ads in your account.
Share
WhatsApp
Facebook
Messenger
Twitter
Copy URL
Email
Report Ad
Report This Ad
Reason for Reporting
Email Address
(Required)
Message
(Optional)
Report Ad
By clicking "Report" you accept the Gumtree Terms and Conditions.
General Details
Description
The successful candidate will 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.
Key performance areas
Source new business from retained clients and by means of referrals
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
Functional Competencies
Excellent and proven selling ability
Excellent verbal and written communication skills in required language
Articulate with confident presentation skills
Strong client service orientation
Attentive to detail and accurate
Organised with effective time management skills
Proactive use initiative
Ability to work independently and/ or under pressure
Strong work and compliance ethics
Empathetic towards clients with sound listening skills
Strategic Competencies
CUSTOMER CONNECTION
Relationship building
Insight
EXECUTION EXCELLENCE
Product sales
Delivery
Accountability
Operational excellence
Managing change
PEOPLE PRIORITY
Collaboration culture
Managing performance
Developing talent
Requirements
Education and Experience
Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments);
CFP.
Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)
Minimum 2 years experience in financial advisory role.
Knowledge and skills
Financial Planning
Presentation Skills
Sales skills
Time management
Business unde
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTc1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198554&xid=1109_77175
Id Subtitle 1085346423
View More
WhatJobs
Selling for 2+ years
Total Ads25.64K
Active Ads25.64K
Professional Seller
This seller has registered a Gumtree business account which allows them to qualify as a professional seller.To grow your business with Gumtree read more
Seller stats
25.64KTotal Ads
105.82MTotal Views
Contact WhatJobs
Message
(4029)
Name
(Optional)
Email Address
(Optional)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.
Related Ads
1
§Looking
for Sewing Factory Assistant Manager with extensive experience in all aspects
of a sewing factory, especially baby clothes and uniforms.
§Please
contact and send your details or CV via whatsapp
to (0027)837956051 and email admin@afrisure.org
§South
Africa, Johannesburg
Invalid date
Truck driver needed with side tipper experience. minimum 3 - 5 driving experience.- Valid driving license EC- Valid pdp- no criminal record
Invalid date
1
Responsible for the day to day maintenance of all the buildings complete preventative maintenance tasks completes tasks set out by maintenance manager complete work order records and file all related maintenance paperwork continuously check and inspect buildings to identify maintenance needs respond promptly and efficiently to guest maintenance requirements respond promptly and efficiently to duties allocated to you by the maintenance manager or supervisor check and replace lights for all properties in the portfolio check all fittings in toilets (taps, basins, toilets, urinals etc ) check all hot and cold water systems working knowledge of refrigeration equipment both mechanical, electrical and refrigerants check all equipment such as air conditioning, standby pumps, sump pumps water plant etc weekly checks and maintenance on generators perform visual checks of electrical distribution boards to ensure no loose wiring as well as light electrical maintenance all repair work has to be completed in a timely fashion to minimise downtime and to company standards installation and repair of new equipment, light fittings, plugs, basins, toilets, installation and repairs of tile work sand, prepare and varnish wood surfaces sand, prepare and paint walls and ceilings work area to be always neat, clean and comply with safety standards inspects equipment follows all safety rules and procedures and operates equipment in accordance with established safety policies and department procedures perform work outside scope of general maintenance work all shifts flexibly when job demands comply with company policies and procedures
Send CV to cv@afoods.co.za
Invalid date
View More
Back To SearchGumtree Safety Tips
1.Meet in a public space to see the item and exchange money.
2.Never send your item before receiving the money.
3.Never send or wire money to sellers or buyers.
Looking to Sell?
Whether you are selling your car, old cell phone or laptop, learn how much your item could be worth with our Gumtree Pricing Guide.