Junior Financial Advisors needed in South Africa (Various Locations)

The Junior Financial Advisor position is available in the Pretoria, Sandton, Durban, Claremont & Tygervalley areas

 

The main purpose of this position:

To contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients

Ensuring a good knowledge of the administrative systems to secure new business

Be flexible to interact with various high-profile clients spread across the demographics of South Africa and to tap into networks and create leads and potential clients

Key Relations: Regional Head and All Advisors / Assistants within region / office & External clients

 

Duties & Responsibilities:

Administration:

  • High level of understanding of the administrative requirements in the business pertaining to Documentation, Mandates, Processes, Systems, Products, Instructions and Service providers

 

Client intimacy while working under supervision:

  • Building trusting relationships with new and prospective clients
  • Strategic involvement and suggestions required to grow the business and setting of new benchmarks for the delivery of services to the existing client base
  • Identify new clients and accepting a source target in the business
  • Initiate further referrals from existing clients Ensure constant business development – attract new business, leads and top ups from existing clients
  • Provide a financial roadmap and investment solution
  • Manage client’s wealth by effective advice and change implementation
  • Initiate prospecting events to support business inflows by building quality relationships Attend bi-annual client meetings with clients

 

Personal Development:

  • Keep abreast of changes by attending training, networking conventions
  • Submission of supervision reports if applicable

 

Practice Management while working under supervision:

  • Management of business practice management within the company
  • Management of Stats, Assistant, inflows, FICA and FAIS and internal relationships
  • Ensure clients are compliant to House view and adopt strategies to change implementation accordingly
  • Support the planning and management practice with compliance and technical planning and management ability

 

Requirements:

  • Certified Financial Planner designation or in the process of acquiring
  • Post graduate diploma in financial planning with board exam or in the process of acquiring it
  • RE exams (ER completed)
  • Class of business and product training (ER completed)
  • CPD points – continuous and registration FPI
  • All regulatory and legislative training (ER completed but also continuous as with advisors)
  • Active engagement/attendance of all internal training
  • Pro-active self-study of all training/information/practice notes
  • Identifying and facilitating any personal development and or “soft skills” required
  • Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration
  • o Shared responsibility between supervisor and supervisee (please also refer to supervision agreement)

 

Competencies

  • Aptitude for figures
  • Writing skills
  • Influencing skills
  • Conceptual thinking skills
  • Interpersonal understanding
  • Good presentation skills
  • Effective stress management
  • Multi-focused –Planning and Management
  • Output driven mind-set with strong communication skills

 

Knowledge

  • General knowledge of financial markets
  • Knowledge of insurance and investment products
  • Thorough understanding and knowledge of global economy, financial and investment markets
  • Knowledge on investment and financial planning
  • Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates

 

Personal Characteristics

  • Client and service oriented
  • Affable character
  • Integrity
  • Adaptable and flexible to change
  • Detail orientated
  • Effective interaction abilities
  • Quick thinker
  • Mature
  • Confident
  • Well presented
  • Sensitivity to the clients
  • High sense of duty and loyalty
  • Wide range of interests
  • Self-Starter
  • High levels of accountability

 

 

Should you meet the above requirements, we urge you to apply by forwarding your CV along with any supporting documents to kyra@glass-house.co.za

Only candidates can apply for this job.
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