Senior Financial Planner

Description:

Our Financial Planners and Advisors have the full support of our administration department thereby affording them the necessary support to focus on advising and serving our customers’ needs and requests.

Responsibilities

• Actively identify sales opportunities from existing client book and high intent new customer inbound enquiries, proposing suitable financial solutions.
• Provide professional, compliant and expert advice with regard to needs and opportunities identified
• Ensure all prescribed procedures, working methods and industry regulations are adhered to
• Work to agreed targets and standards.

Requirements -

• QFA certified, CFP preferred.
• Excellent financial advisory sales skills.
• Delivering a high level of customer service via phone, email, web-meetings, face to face meetings