Independent Financial Advisors
Commission only – what we offer
Untapped opportunities
Excellent infrastructure
Partnering environment
GIB is prepared to negotiate a loan for initial period of 3 months in order for the incumbent to set-up and obtain business.
Group Risk Benefits, Medical Aid & Provident Fund will be available to the successful candidate.
Personal Attributes:
Well organized with the ability to manage time effectively while managing multiple priorities
Ability to influence people
Commitment to professionalism, honesty and a strong work ethic
Strong knowledge of investment products
Ability to work independently as well as function as part of a team
Proficient computer skills, especially Microsoft Office application
An ability to survive on inconsistent earnings
Qualifications:
Completed University degree with a focus on finance or related topics; or
CFP; and
Completed FSCA Regulatory Exams
Job requirements:
Contacting clients and setting up meetings
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analyses
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
Negotiating with product suppliers for the best possible rates
Liaising with financial services providers
Keeping up to date with financial products and legislation
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
Comply with all industry rules and regulations by maintaining proper FAIS documentation and following preset guidelines established by Compliance Officer and management
Soft Skills required
Active Listening: You must be able to listen to and understand your clients' financial goals
Critical Thinking: To figure out how to help your clients meet their goals, you need to evaluate all the data available
Verbal Communication: You must be able to clearly explain the financial services you can provide to potential clients
Service Orientation: A genuine desire to help people plan for the future
Send cv to diana@gib.co.za
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