Cape Town: Financial Planner (12 – month contract) posted by Isilumko Staffing

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.