Sales

Financial Planner - presently in industry

Midrand, Gauteng
Work Type: Full Time

Thank you for electing to apply for a Financial Planner position at Ubuntu Capital.


As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act. 


What we require of you:


Your date of first appointment (DOFA) as a financial planner/advisor


Qualifications

  • Passed or currently studying for your RE5
  • Tertiary qualification such as a B.Comm is highly advantageous.
  • Advanced Financial Planning qualifications (eg: CFP) are highly advantageous.

Behavioural Competencies

  • Strong work ethic
  • Excellent verbal and written communication skills
  • Articulate with confident presentation skills
  • Excellent and proven selling ability
  • Strong client service orientation
  • Attentive to detail and accurate
  • Organised with effective time management skills
  • Proactive ā€“ use initiative
  • Ability to work independently and/ or under pressure
  • Empathetic towards clients with sound listening skills

Technical knowledge

  • Good understanding of the Financial Services industry
  • Ability to provide Estate Planning advice and prepare standard Wills
  • Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
  • Good understanding of the tax implications of the various investment options available

Technology

  • Computer literate
  • Experience using CRM systems is highly advantageous

Working Experience

  • Minimum one year'sā€™ financial planning experience
  • Proven sales track record

Other Requirements:

  • Own car and valid driver's license
  • Own laptop and smartphone

We look forward to receiving your CV.


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