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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 areasSource new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure 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 etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide 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 etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional CompetenciesExcellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic CompetenciesCUSTOMER CONNECTIONRelationship buildingInsightEXECUTION EXCELLENCEProduct salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITYCollaboration cultureManaging performanceDeveloping talentRequirementsEducation and ExperienceMatric; 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 skillsFinancial PlanningPresentation SkillsSales skillsTime managementBusine
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwOTg5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1180404&xid=1109_70989
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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. 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 5 years experience in financial advisory role. 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 Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts Manage and strengthen relationships with key staff in assigned Corporates Source new business from retained clients and by means of referrals Support AFs 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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2NjAzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1196300&xid=1109_76603
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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 goalsEnsure 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 etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide 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 etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements 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 PlanningPresentation SkillsSales skillsTime managementBusiness unde
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTg0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198563&xid=1109_77184
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Join this leading wealth management firm in Umhlanga as a ParaplannerThe Paraplanner role services all existing clients of the company that form part of an allocated specialists team that they work for.They provide a first-class service to all the companys clients and as such increase the companys market share in the area of, Assets Under Management.These individuals build a trusting relationship with private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services on offer.Paraplanner conducts client reviews with clients to assess the products they currently have while assessing their current needs and making recommendations where possible.Paraplanner is responsible for the attainment of an Assets Under Management (AUM) target each month as part of the companys teamEXPERIENCE & REQUIREMENTS:FSCA recognized qualification to be a Representative on a CAT I FSP. CFP would be advantageous.Written and passed the Representative (RE5) exam.Has been a Representative on an FSP(s) license for the requisite periods of time and has fulfilled the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements.Minimum of 5 years of experience in financial services with emphasis and exposure to investments, with experience in sales and High Net Worth client servicing, conducting full needs analysis, financial planning, and estates planning.Valid drivers license.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ4NjE1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1130083&xid=1109_48615
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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 complaintsRequirements: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 managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwNDk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178604&xid=1109_70495
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Our client based in Durban is looking for a Senior Superintendent Electrical Services who will manage the electrical services department, ensuring safe and efficient electrical supply is made available to all Users and is maintained to comply with the relevant applicable legislation.
* Ensure electricity supply to customers at all times.
* Ensure supply of high-quality electricity service.
* Ensure load distribution in system is correct at all times.
* Identify and isolate sources of interference with electricity supply.
* Schedule planned maintenance – liaise with customers to ensure production is not effected.
* Ensure power interruptions are limited by appropriate switching operations.
* Subordinates are using the right switching operations.
* Ensure maintenance of Electrical infrastructure is in accordance with maintenance program in order to limit breakdowns and shuts.
* Meet with Eskom personnel to discuss quality of supply / other matters.
* Collect raw data by using appropriate measuring equipment.
* Query incoming interruptions with Eskom immediately.
* Draw up load curtailment schedule / blocks.
* Notify all customers when Eskom declare power emergency.
* Ensure inspections of new installations are carried out in accordance with SABS Code of Practice.
* Rectify any non-compliance by reporting the problem to the inspector of machinery.
* Verify compliance certificate for all electrical installations before installation is connected to the supply.
* Identify maintenance requirements.
* Ensure equipment maintenance is in accordance with manufacturers specifications.
* Monitor adherence to substation maintenance program.
* Ensure keeping of appropriate maintenance records.
* Ensure sub-ordinates are aware of and are using all appropriate safety equipment.
* Monitor and ensure adherence to all safety legislation (OHSA).
* Ensure logging of all switching operations.
* Ensure appropriate safety signage is displayed.
* Establish customers power supply needs.
* Make recommendations on required equipment.
* Identify infrastructure limitations in order to meet customer needs.
* Plan infrastructure improvements and / changes.
* Ensure installation of identified approved equipment to make system safe and cost effective.
* Identify and investigate supply problems.
* Address supply problems in consultation with Portfolio Engineer.
* Receive, investigate and solve accounting problems.
* Recommend resolutions to accounting problems to Administration / Finance Departments.
* Send load curtailment communication to all customers.
* Keep all customers informed regarding power dips / power outages.
* Compile monthly report on customer meter readings.
* Report, investigate and correct exceptions where applicable.
* Manage the capturing of meter readings onto debtor database for account purposes.
* Compile departments annual budgets for meeting operational and capital requiremen
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzMxMjE2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1206230&xid=1555_31216
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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 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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcyNjI0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1183862&xid=1109_72624
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Requirements: Own transport is essential.Strong admin / filing skills.Computer literate: Microsoft Office Package, Accounting package (any).At least 2 years experience in Bookkeeping.Good communication skills written & verbal.Well-spoken in both English & Afrikaans.Experience in Body Corporate or Estate Management.Experience in Quick books is advantageous.Ability to work under pressure.Ability to multitask Duties and Responsibilities: Basic bookkeeping Admin supportMinute takingFiling, Photocopy, Scanning etc.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2NjI0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1196318&xid=1109_76624
2y
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Join this leading wealth management firm in Umhlanga as a ParaplannerThe Paraplanner role services all existing clients of the company that form part of an allocated specialists team that they work for.They provide a first-class service to all the companys clients and as such increase the companys market share in the area of, Assets Under Management.These individuals build a trusting relationship with private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services on offer.Paraplanner conducts client reviews with clients to assess the products they currently have while assessing their current needs and making recommendations where possible.Paraplanner is responsible for the attainment of an Assets Under Management (AUM) target each month as part of the companys teamEXPERIENCE & REQUIREMENTS:FSCA recognized qualification to be a Representative on a CAT I FSP. CFP would be advantageous.Written and passed the Representative (RE5) exam.Has been a Representative on an FSP(s) license for the requisite periods of time and has fulfilled the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements.Minimum of 5 years of experience in financial services with emphasis and exposure to investments, with experience in sales and High Net Worth client servicing, conducting full needs analysis, financial planning, and estates planning.Valid drivers license.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ4NjE1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1130083&xid=1109_48615
2y
1
SavedSave
Join this leading wealth management firm in Umhlanga as a ParaplannerThe Paraplanner role services all existing clients of the company that form part of an allocated specialists team that they work for.They provide a first-class service to all the companys clients and as such increase the companys market share in the area of, Assets Under Management.These individuals build a trusting relationship with private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services on offer.Paraplanner conducts client reviews with clients to assess the products they currently have while assessing their current needs and making recommendations where possible.Paraplanner is responsible for the attainment of an Assets Under Management (AUM) target each month as part of the companys teamEXPERIENCE & REQUIREMENTS:FSCA recognized qualification to be a Representative on a CAT I FSP. CFP would be advantageous.Written and passed the Representative (RE5) exam.Has been a Representative on an FSP(s) license for the requisite periods of time and has fulfilled the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements.Minimum of 5 years of experience in financial services with emphasis and exposure to investments, with experience in sales and High Net Worth client servicing, conducting full needs analysis, financial planning, and estates planning.Valid drivers license.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzUwMDY0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1130192&xid=1109_50064
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Junior Financial Planner | Umhlanga R300 00 - R----- Per AnnumThe 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 complaintsRequirements: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 managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1NDI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192977&xid=1109_75425
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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 complaintsRequirements: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 managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwNDk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178604&xid=1109_70495
2y
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SavedSave
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 goalsEnsure 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 etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide 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 etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements 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 PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2MTAxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1195220&xid=1109_76101
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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. 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 5 years experience in financial advisory role. 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 Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts Manage and strengthen relationships with key staff in assigned Corporates Source new business from retained clients and by means of referrals Support AFs 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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgyNjU4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1211227&xid=1109_82658
2y
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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 goalsEnsure 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 etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide 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 etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements 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 PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgxODQ0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1210568&xid=1109_81844
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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 goalsEnsure 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 etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide 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 etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements 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 PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwOTc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1180396&xid=1109_70978
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Our Client is urgently looking for the perfect candidate to join our team...Villa Estate Manager - Live Out Position Location: ZimbaliGender: Male or FemaleQualifications: Estate Management/HospitalitySkills / Experience: Staff management, Entire Estate Management, property maintenance experience, hosting and entertaining.Hours: 08h00 to 17h00 Monday to Friday. Extended hours during Family and Guest visits (includes weekends and holidays).Salary: 30 - 35k negotiableContract type: 3-month probation one-year fixed term contract. RenewableCandidates geographical location: either from Zimbali area or are willing to relocate to Durban from any part of South Africa.We dont want a hospitality manager, we want candidates that have the experience to look after a Villa (property estate). Purpose of the Position: Providing high quality and standard in delivery of tasks.Complete care for the employers Villa and perform all tasks that correlate to ensuring the needs of the villa are adhered to and maintained accordingly.Responsibilities and Duties: Not Limited · Scheduling home maintenance and repair work· Supervising in-house projects· Handling household bills and administrative duties· Running errands and performing necessary tasks· Supervision of other household staff, such as housekeepers and maintenance teams· Recon expenditure of the villa· Oversees the general operation of the villa· Responsibilities of planning, organizing and coordinating events· Managing household calendars, visits and schedules· Arranging appointments, scheduling and supervising home maintenance projects· Completing any other requested administrative tasks· Understanding of food and beverages· Able to understand an instruction and to action accordingly· Demonstrate ability to communicate well with high profile clients and guestAcademic & Trade Qualifications: · High school graduateWork experience and Skills:· Proven experience with contactable references· 2 or more years related experiencePersonal qualities & behavioral traits:· Flexibility· Adaptability· Ability to multitask· Good judgment skills· Good management skills· Planning and organizing skills· Stress tolerance· High energy level· Efficient and takes initiative· Excellent Communication skills· Ability to manage a team
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzEyMjQ2OF9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1368276&xid=1109_122468
2y
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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 goalsEnsure 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 etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide 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 etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements 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 PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzczMDkyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1185357&xid=1109_73092
2y
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Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.Character & Personality Traits for this Role:ConfidentKnowledgeableProfessional individuals who possess a high level of communicationResilientUndeniable Work EthicHigh level of professionalism and confidentialitySelf-managedWealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.Technical Skills:Advanced communication (English business language)Analytical thinkingAchievement orientationEnterprising potentialNumeracy skillsAdaptabilityStress toleranceQUALIFICATIONS REQUIRED FOR ROLE:Grade 12 (Matric)RE5(min 120 credits NQF 5/62 -5 years of Financial Advisory experienceUnderstanding of the financial planning processHigh level of technical knowledgeExcellent computer skillsInformation gathering and monitoringAble to relate and interact with all levels of clients and advisorsAttention to detail & AnalyticalAnalytical thinkingExcellent organizational & Time management skillsGoal & Achievement OrientatedHigh stress toleranceMain Responsibilities:Attending client meetingsProtect, secure and grow clients wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planningAssessing client needs by conducting in-depth financial needs analysisExecuting highly customized solutions to meet clients financial needsRegular servicing of clientsSourcing prospective clients and referralsMeeting activity and sales targetsReviewing and responding to clients changing needs and financial circumstance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ4NDE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1121057&xid=1109_48414
2y
1
SavedSave
Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.Character & Personality Traits for this Role:ConfidentKnowledgeableProfessional individuals who possess a high level of communicationResilientUndeniable Work EthicHigh level of professionalism and confidentialitySelf-managedWealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.Technical Skills:Advanced communication (English business language)Analytical thinkingAchievement orientationEnterprising potentialNumeracy skillsAdaptabilityStress toleranceQUALIFICATIONS REQUIRED FOR ROLE:Grade 12 (Matric)RE5(min 120 credits NQF 5/62 -5 years of Financial Advisory experienceUnderstanding of the financial planning processHigh level of technical knowledgeExcellent computer skillsInformation gathering and monitoringAble to relate and interact with all levels of clients and advisorsAttention to detail & AnalyticalAnalytical thinkingExcellent organizational & Time management skillsGoal & Achievement OrientatedHigh stress toleranceMain Responsibilities:Attending client meetingsProtect, secure and grow clients wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planningAssessing client needs by conducting in-depth financial needs analysisExecuting highly customized solutions to meet clients financial needsRegular servicing of clientsSourcing prospective clients and referralsMeeting activity and sales targetsReviewing and responding to clients changing needs and financial circumstance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ4MzgwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1121055&xid=1109_48380
2y
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