Associate Financial Adviser - Discovery
Location: Rand Park Ridge & Sea Point Cape Town
Reporting to Franchise Principal
Remuneration: R20 000 - R35 000 & commission
About the Role:
Successful candidate will be assisting a senior Discovery broker in the servicing of his existing clients and the growth of his client base. The ideal candidate is/was an accredited Discovery adviser with a professional manner and strong financial planning skills.
- 3> years financial planning
- Discovery product accreditations
- Discovery Smart Advice and other tools proficient
- Class of business
- Full industry related qualification
- Reliable vehicle
-Time management and workflow must be impeccable -Must be detail orientated, conscientious and organised -Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge required -Discovery system experience needed (FAZ, Smart Advice) -Will need to work under pressure at times.
Overview of duties:
Staying up to date on product changes and enhancements
Staying up to date on the financial planning industry and new trends
Client Information gathering Consolidating and re-structure of a client's existing portfolio
Compiling a financial needs analysis based on information gathered
Meeting with clients at their convenience.
Ability to plan across all product lines including:
- Severe Illness
- Income Protection
- Investment goals
-Preparing various quotations based on FNA findings.
-Replacement analysis and comparisons between existing products and new proposed products.
-Assisting Advisor with RAR using analysis above
-Completing, documenting, and preparing a financial assessment for the Advisor to present to their client.
-Servicing changes on existing client base -Finalising servicing quotes
-Preparing summary for of proposal for review by Advisor and client
-Re - iterating the DRO value proposition and need for vitality engagement.
-Receiving, checking, and submitting applications to the PA
-Requesting Astutes and transferring information to client policy schedules
-Requesting information from external sources where necessary
-Assisting Advisor with Record of Advice to ensure completeness and accuracy
-Preparing review of clients existing portfolio, making suggestions to Advisor.
-Transferring quotes data to excel and or PowerPoint.
-General reporting and planning as required by Advisors
-Liaising with PA and Advisor to ensure that we offer holistic, best advice, financial planning to our clients with excellent client service.
- Financial Planning
- Financial Advisor
- financial needs analysis
- Client Liasson
- Problem Solving
- Good time management
Job Type: Full-time
Salary: R20,000.00 - R35,000.00 per month
- Do you have a full accreditation NQF5>, RE5 and Class of business
- How many years experience do you have selling Discovery products?
- Are you fully accredited to sell Discovery Product's?
- Discovery Financial Adviser: 3 years (Required)
- Fluent English (Required)
- Drivers licence and a relible vehicle (Required)
Willingness to travel: