Independent Financial Advisors

Commission only – what we offer

1. Untapped opportunities

2. Excellent infrastructure

3. Partnering environment

4. GIB is prepared to negotiate a loan for initial period of 3 months in order for the incumbent to set-up and obtain business.

5. 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