Financial Advisor/Planner

Financial Advisor/Planner

Listed on: 17 November 2020
Contract Type: Permanent
Closing Date: 18 December 2020

Job Description:

An expanding wealth management company is looking for a Financial Advisor/Planner. The individual will be responsible for implementing strategies for clients in insurance coverage, estate planning, investment planning, retirement planning and other insurance-related areas to help clients reach their financial objectives.



  • Advising clients on informed and insightful financial planning strategies 
  • Review clients insurance portfolios
  • Preparing and presenting insurance solutions to clients


Provide licensed advisory on the following life insurance:

  • Life cover
  • Disability
  • Income Protection
  • Severe illness
  • Funeral benefit and
  • Accidental cover


Provide advisory and planning on:

  • Keyperson Insurance
  •  Buy & SELL agreements


Provide advisory and planning on:

  • Endowments
  • Tax-free saving
  • Guaranteed Investments
  • Flexible Investments 
  • CIS


Provide advisory and planning on:

  • Pre-retirement such as RA
  • Pension transfers
  • Preservation funds
  • Post-retirement such as Life & Living annuity


Provide advisory and planning on:

  • Corporate Benefits
  • Medical AID
  • Short term insurance


  • Maintain contact with current clients and check-in at least once per month
  • Request at least two referrals from your current network
  • Attend networking events and get names and details of potential clients
  • Complete client quotes timeously 
  • At sales meetings with potential clients, pay attention to details to understand their needs and requirements. Strategize and bring in team members in other specialist fields to provide clients with a complete service
  • Design customised proposal and present to each client

Job Requirements:

  • Minimum 2 years of industry experience
  • Minimum 120 FAIS credits or similar /Degree or Diploma in Economics or Finance 
  • RE 5
  • Clear ITC and criminal record


  • Personal drive for success
  • Excellent networking skills and the ability to bring in new business
  • Excellent communication skills (verbal and written)
  • Result-orientated
  • Unbreakable business ethics
  • Ability to work independently
  • Tech-savvy
  • Hungry to learn and gain new skills and knowledge 
  • Charismatic, enthusiastic, respectful
  • Customer relationship management
  • Good communication skills
  • Excellent organization and planning skills


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