At least 2 years experience in the: – · Financial Services industry including service providers and the retail market · Legislation governing investment markets (local and offshore), investment vehicles and retirement funds · Tax implications of the various investment options available · Specific long-term Insurance Categories, · Compulsory and Discretionary Investments · Ability to provide Estate Planning advice and the gathering of information to draft standard wills · Ability to build rapport with key stakeholders · Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc · Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions · Provide the client with information on the performance of the various investment portfolios available · Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc · Ensure that the clients investment portfolio is consistent with FPCs investment philosophy · Provide ongoing financial planning advice to “retained” clients · Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts · Manage and strengthen relationships with key staff in assigned Corporate · Resolve client concerns, queries and/or complaints · Source new business from retained clients and by means of referrals · Implement and process advice in line with FPC systems and policies · Support AFs client related strategies and deliver key goals as contained in an approved business plan

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