Metropolitan Financial Advisor Limpopo

Closing date yi 30 ka June 2020

Purpose

 

  • To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.

Requirements

  • Grade 12 or an equivalent NQF4 qualification plus 2 years any working experience

  • Grade 12 with post matric qualification equivalent of NQF5 plus 2 years any working experience

  • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA

  • Candidate that is fully Fit and proper as per FSCA requirements need to have a RE5, FSCA recognized qualification, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category

  • Cold Calling Experience

  • Undergraduate Degree (If no experience in Call Centre).

Skills & Competencies

  • Verbally fluent

  • Numerical reasoning ability

  • Be able to plan and manage their time

  • Self-reliant

  • Be resilient (drive, determination, risk tolerance, bounce back after setbacks)

  • Manage relationships well

  • Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)

  • Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy).

Responsibilities

  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management

  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients

  • Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions

  • Accurately identify problems and proactively solve them

  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised

  • Timeously complete all administrative and reporting duties related to the role

  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services

  • Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity

  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment

  • Build sound relationships with others through honesty, trust and respect

  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements

  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.

  • Effectively manage time and ensure optimal productivity

  • Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates

  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making

  • Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals.

Lomsebenzi ufakwe ngu Makhwenkwe Gwegwe nge 28 ka October 2019

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