Cape Town: Financial Planner (12 – month contract) posted by Isilumko Staffing
Posted on 2025-07-05 00:00:00
| Employer | Isilumko Staffing |
|---|---|
| Category | Banking |
| Location | Western Cape / Cape Town |
Job Summary
Job Responsibilities
Client Engagement:
- Respond to client needs by offering the right service and solution.
- Build client trust by applying your expertise and experience to do good for your client.
- Educate clients and potential clients on how to subscribe and service their account.
- Treat clients with respect, build trust, show care and humility in all client interactions.
- Help clients achieve their goals and grow financially.
- Own the client request end to end and route for alternative intervention if not equipped to service the client.
- Entrench clients and deliver value through cross selling.
- Facilitate the sales process by informing clients of the product features and benefits.
- Document client needs analysis and provide corresponding product solutions.
- Obtain referrals from existing clients as well as leads from other business units.
- Build, maintain and retain client relationships by keeping clients informed of progress or action taken
regarding their applications, queries, and requests. - Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service
channels. - Collaborate with internal stakeholders to provide complete financial solutions for clients.
- Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their
financial problems. - Ensure clients are onboarded in line with company product strategy, policy, and procedure.
- Act with a client first mindset in all client engagements.
Goals:
- Contribute to the success of the company through meeting your service excellence, teamwork and personal
development goals whilst adhering to security, operational and compliance procedures, and
policies. - Develop, retain, and grow the business by delivering against individual and team goals that support a
positive client experience. - Increase market share of primary clients by entrenching clients through needs discussions, salary and
debit order switching as well as enrolling clients on the various digital platforms. - Identify and resolve work obstacles and problems through participating in team meetings, sharing
information and reviewing performance against targets and standards. - Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
- Support the achievement of the sales and service strategy objectives and values.
- Enable strategy of being financial experts who do good.
- Covert leads into sustainable business in a responsible manner.
Risk and Compliance:
- Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited
and updating and maintaining client information. - Report suspicious transactions to the relevant department.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant
newsletters, communications, and training material. - Manage risk by meeting technical, company standards, practices, and resource management.
- Be a responsible employee by being compliant to policies, controls, regulations, and banking
legislation.
Essential Qualifications – NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
Banking Services (example, Higher Certificate in Banking Services – NQF5)
Minimum Experience Level
- 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
- Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business.
- A sound technical understanding of Collective Investment Schemes and Retirement product.
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