Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales generated Maintain a record of pipeline sales Attend and present updates at internal sales meetings Achieve sales target set New & Existing Clients: Annual new business Assets Under Management target -R35 million Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective clients Generate new clients and retain them Optimise business profitability by identifying income opportunities and meet agreed income targets Facilitate requirements between clients and product/service providers Track and report progress of agreed implementation to clients Issue confirmation of implementation to clients Conduct annual reviews with clients Compliance & Process: Agree on document services to be provided Provide and explain regulatory disclosures to new/existing clients Agree and sign service level agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA system Consolidate recommendations and action steps into a financial plan Source quotations for product related recommendations Present recommendations, listen to clients concerns and revise strategies if necessary Get clients to complete and sign all advisory documents and instructions Complete Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in financial advisory role Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's licence and own reliable transport Knowledge of XPlan (or similar) Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint) Skills and Attributes: Excellent written and verbal presentation skills Active listening Critical Thinking Professional and presentable Interact professionally with clients and product providers Perform under pressure Attention to detail Takes initiative Ability to meet deadlines Organises work smartly Team player R20 000 Basic (based on experience) Commission Apply Now

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Independent Financial Planner R20 000 Basic (based on experience) Commission - eThekwini

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