GENERAL JOB INFO:
The incumbent will report to the Verso Wealth Managing Director. This position will be responsible for providing professional financial planning and investment advice to existing and prospect base of clients and members of retirement funds. The successful candidate will be responsible for sourcing, retaining, and growing a client base by providing objective, independent life-centered financial planning and advice to clients.
The ideal candidate is to be a self-motivated financial advisor who can work independently at the Bellville offices. The successful candidate must be focused on customer service as well as living the organization’s values of respect, integrity, transparency, professionalism, diligence and striving to continuously grow and develop.
QUALIFICATIONS AND EXPERIENCE:
Academic qualifications:
- Relevant business-related degree and a post graduate diploma in financial planning.
- Relevant further qualifications will be an advantage.
- Being a Certified Financial Planning ® professional will be an advantage.
Experience:
- At least 8 to 10 years’ experience as a financial planner.
- A proven record of building and managing a mature and profitable client base.
Other:
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- Meet Fit and Proper requirements in terms of the FAIS Act in order to be appointed as a representative.
- RE5 certificate and relevant industry training i.e., FICA and POPI.
- Completed supervision in the following business classes:
CATEGORY I
o Long-Term Insurance subcategory A
o Long-Term Insurance subcategory B1
o Long-term insurance subcategory B2
o Long-term Insurance subcategory B2-A
o Long-term Insurance subcategory B1-A
o Long-Term Insurance subcategory C
o Retail Pension Benefits
o Pension Funds Benefits
o Money market instruments
o Debentures and securitized debt
o Bonds
o Derivative instruments
o Participatory interests in a collective investment scheme
o Long-term Deposits
o Short-term Deposits
- A thorough understanding of compliance issues associated with the providing of financial advice.
- MS Office: Word, Excel & Outlook proficient.
- Contactable references.
- Personal attributes:
o Client centric.
o Well-spoken and professional.
o Positive attitude.
o Problem solver.
o Good interpersonal skills.
o Good at multi-tasking.
o Organized, diligent, meets deadlines.
o Ability to work independently as well as part of a team.
o Professionally mature.
o High ethical Standards.
o A lifelong student.
JOB TYPE:
- Permanent; full time; on site.
- The incumbent will report at our Bellville office.
- Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.
REMUNERATION & BENEFITS OFFERED:
Negotiable – based on qualification & years of experience.
Compulsory membership of:
-
- Employer’s risk benefit scheme.
SKILLS REQUIRED:
We are looking for an exceptional individual who can demonstrate the strength of character and self-motivation to succeed in a high-profile role. Ideally you will have –
- previous experience in a similar position with a thorough knowledge of legislation applicable to the financial industry.
- excellent interpersonal, marketing, and presentation skills.
- strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
- a passion for service delivery and client management.
- excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
- a good understanding of the dynamics and value of a team.
- the ability to thrive under pressure.
KEY DUTIES & RESPONSIBILITIES:
The key duties and responsibilities include –
- Assist clients to grow and protect their wealth by following the Verso Wealth approved holistic financial planning methodology to offer clients advice on financial management; retirement planning; personal risk management; estate planning; investment planning; risk cover – disability, death & dread disease in line with approved product and investment houses and products on the Verso Wealth house view.
- The successful candidate will be responsible for recruiting new clients.
- Actively serve new and existing clients, provided by the organization.
- Work actively with other divisions in the group to develop and grow cross marketing opportunities.
- Rendering initial and ongoing financial planning advice within the framework of the Verso Wealth FSCA license approved product categories to the existing and prospective clients of the employer.
- Maintaining best practice standards and complying with all present and future statutory and regulatory requirements as regards specific financial products, personal character qualities, qualification requirements, experience requirement and professional conduct.
TO APPLY:
Those that meet the above-mentioned requirements, please submit your application via a detailed CV for the attention of Ms. K Smit to e-mail careers10@verso.co.za by no later than 15 August 2023.
In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.
TO APPLY:
Those that meet the above-mentioned requirements, please submit your application via a detailed CV for the attention of Ms. K Smit to e-mail careers10@verso.co.za by no later than 2 September 2023.
In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.
You may also visit us online at:
* Please note that the Verso Group may add, delete or expire jobs at any time.
