Alexander Forbes Investments – Financial Planning Consultant

Website Alexander Forbes

Job Description:

We are looking for a Financial Planning Consultant 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

Job Responsibilities:

  • Provide the client with information on the performance of the various investment portfolios available
  • Ensure that the clients investment portfolio is consistent with FPC’s investment philosophy
  • Provide ongoing financial planning advice to “retained” clients
  • Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions
  • Implement and process advice in the line with FPC systems and policies
  • Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
  • Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
  • Resolve client concerns, queries and/or complaints
  • Manage and strengthen relationships with key staff in assigned Corporate
  • Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
  • Support AF’s client related strategies and deliver key goals as contained in an approved business plan

Qualification & Experience:

  • CFP license (member of the FPI or studying towards it)
  • RE1 exam successfully completed
  • At least 2 years relevant experience
  • Matric
  • Tertiary qualification i.e. BCom (majors in Financial Management or Financial Planning or Investments)

Job Details:

Company: Alexander Forbes

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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