Location: Hermanus, Overberg, Job Type: Full-Time. Are you passionate about providing financial advice and making a difference in the lives of South-African expats living abroad?
Would you like to relocate to the beautiful coastal town of Hermanus? Then this a brilliant opportunity for you! The Financial Planner (FP) role provides general financial planning and investment advice, including specific advice regarding financial emigration, surrendering and transfer of retirement savings, tax and exchange control. Clients are provided through qualified leads, no 'cold calling' required.
The candidate needs to have proven expertise in business and technical facets of the role including the following: FSCA recognised qualification for a Category 1 FSP. Financial Advisory & Intermediary Services (FAIS) Regulatory Exam (RE5). 3 years work experience, preferably within Financial Services. Exposure to and/or theoretical knowledge of FICA legislation. CFP® (recommended, not required). RE 1 (recommended, not required). Experience with sales techniques and strategies to meet customer and business needs and objectives. Proven ability to be self-motivated and work autonomously, while also working successfully within a team. Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved. Strong attention to detail and follow through. High degree of initiative and motivation. Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence a broad range of people at all levels in a medium sized corporate environment. An ability to work under pressure in a rapidly changing environment. Solid skills in stakeholder management and developing trusted, enduring relationships with customers. Sophisticated verbal & written communications skills (English & Afrikaans), with excellent grammar and spelling. Excellent telephone manner and confident on the phone. Ability to write clearly, courteously and professionally as well as heightened e-mail etiquette. Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
Demonstrated and applied knowledge of relevant regulatory and compliance frameworks. Demonstrated ability to distil complex issues into succinct and easily understood language that convey key messages successfully at all levels of the organization. Please specify clearly in the subject line the position you are applying for. If not contacted within 14 days after submitting your application, please consider your application unsuccessful.
NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.
If you meet the above requirements, forward your CV to: cv@thelabouroffice.com
Posted: 20-02-2022 Location: Port Elizabeth,Eastern Cape,South Africa