Momentum Vacancies – Financial Advisor

Website Momentum

Job Description:

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Job Responsibilities:

  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
  • Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision making process.
  • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
  • Identify solutions to enhance cost effectiveness and increase operational efficiency.
  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
  • Take ownership for driving career development.
  • Calculated and advise on tax and legal implications of products and or changes. Accurately capture client information, relevant actions and sales on the systems.
  • Adhere to compliance requirements in the sales process in line with legislative requirements.
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
  • Build and maintain relationships with clients and internal and external stakeholders.
  • Accurately complete all administrative and reporting requirements within agreed timeframes.
  • Escalate client queries to the relevant department or stakeholder.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • Positively influence and participate in change initiatives.
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  • Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
  • Achieve set targets on production, quality and conversion.
  • Provide authoritative, expertise and advice to clients and stakeholders.

Job Requirements:

  • Knowledge of relevant legislation
  • Influencing skills
  • Planning skills
  • Interpersonal skills
  • Communication skills
  • Knowledge of the financial services industry

Qualification & Experience:

  • Formal qualifications: B Degree in Financial Planning, Business, Finance, Economics or equivalent qualification
  • 1-2 years’ experience in a financial advice rendering role (essential)
  • Formal qualifications: Certificate of proficiency in Insurance or equivalent qualification
  • Specific licensing or registration: Certified Financial Planner (CFP) or equivalent registration,
  • Formal qualifications: Relevant legislative/regulatory exams or qualifications
  • 1-3 years’ experience in the financial services industry (desirable)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Johannesburg, Gauteng, South Africa

Application Deadline: N/A

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