Experience required At least 6 months – 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 Educational required · Matric · Tertiary qualification i.e. relevant. BCom/BBus allowing access to a Post graduate diploma in Financial Planning · NQF 5 in Wealth Management or higher wealth management qualification · RE5 Advantageous – CFP license (member of the FPI or studying towards it) · To attend and assist at corporate wellness days; · To attend and assist at corporate financial wellbeing days; · To attend and assist corporate member education sessions; · To assist with campaigns, themed campaigns, projects and initiatives as required; · To effectively manage leads from various interventions and provide feedback; · As required, to assist with worksite marketing and financial awareness; · To assist in segmented Corporate accounts with brand marketing and financial planning needs; · Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts; · Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts; · Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including: · 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; · Resolve client concerns, queries and/or complaints; · Source new business by means of referrals.

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