Para Planner/Advisory Associate or Junior Financial Advisor - Cape Town Region
InspHired Recruitment Solutions
The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients • Ensure constant business development - attract new business, leads and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's wealth by effective advice and change implementation • Initiate further referrals from existing clients • Management of business practice management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships • Initiate prospecting events to support business inflows by building quality relationships • Ensure clients are compliant to Houseview and adopt strategies to change implementation accordingly • Management of portfolios under managements • Hold bi-annual client meetings with clients • Management and development of an Assistant • Keep abreast of changes by attending training, networking conventions • Retain clients MEASUREMENT Contribution to the overall profitability of the business via; • New inflows from prospective clients, • Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or LLB Regulatory exam Class of Business courses completed Min 5 years' experience in investment and planning environment R 50 000
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