Financial Planning Consultant
Financial Planning Consultant
Posted on :
28-08-2025
Employer Active
1 Vacancy
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Job Description
To provide holistic financial planning advice to clients by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts
At least 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
Identify a clients investment needs risk tolerance and profile other investments (and other assets) personal circumstances income requirements investment time horizon etc
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
Ensure that the clients investment portfolio is consistent with FPCs investment philosophy Provide ongoing financial planning advice to retained clients
Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
Manage and strengthen relationships with key staff in assigned Corporate
Resolve client concerns queries and/or complaints Source new business from retained clients and by means of referrals
Implement and process advice in line with FPC systems and policies
Support AFs client related strategies and deliver key goals as contained in an approved business plan
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
Identify a clients investment needs risk tolerance and profile other investments (and other assets) personal circumstances income requirements investment time horizon etc
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
Ensure that the clients investment portfolio is consistent with FPCs investment philosophy Provide ongoing financial planning advice to retained clients
Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
Manage and strengthen relationships with key staff in assigned Corporate
Resolve client concerns queries and/or complaints Source new business from retained clients and by means of referrals
Implement and process advice in line with FPC systems and policies
Support AFs client related strategies and deliver key goals as contained in an approved business plan
Required Experience:
Contract
Employment Type
Full-Time
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