Job Description
About the Role
Isilumko Staffing is seeking a highly skilled Financial Planner to join our team on a 12-month contract basis. As a Financial Planner, you will be responsible for delivering exceptional client experiences and driving business growth through your expertise and relationship-building skills.
Key Responsibilities
- 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.
Requirements
- 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.
Salary & Benefits
Competitive salary will be offered to the successful candidate, commensurate with their experience.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Western Cape
The Western Cape is home to a thriving banking industry, with a diverse range of roles available across various sectors. Typically, the job market in this field is characterized by strong demand for skilled professionals, particularly in areas such as financial analysis and risk management. Generally, banks and financial institutions in the region offer competitive salaries and benefits packages to attract top talent.
The salary range for banking positions in the Western Cape can vary widely depending on factors such as experience, company size, and industry sector. Commonly, entry-level roles may command salaries ranging from R500 000 to R800 000 per annum, while senior positions can fetch salaries between R1 million to R3 million or more. However, it’s essential to note that these are broad estimates and actual salaries may differ significantly depending on individual circumstances.
Common skills required for banking roles in the Western Cape include proficiency in financial software, analytical thinking, communication skills, and attention to detail. Additionally, knowledge of financial markets, regulatory requirements, and risk management techniques is highly valued. Often, candidates with a degree in economics, finance, or accounting are well-suited for these types of roles.
The banking industry in the Western Cape commonly employs professionals from various sectors, including financial services, technology, manufacturing, and business services. The region’s strong economy and growing financial sector have created a high demand for skilled bankers and financial specialists.
For those interested in pursuing a career in banking, it’s essential to consider opportunities for professional development and growth. Typically, banks offer training programs and mentorship schemes to help employees develop their skills and advance in their careers. Often, career progression paths may involve roles such as portfolio management, risk analysis, or business development, while senior positions can lead to executive-level appointments or entrepreneurship. By focusing on developing key skills and building a strong network, job seekers can increase their chances of success in this dynamic and rewarding field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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