Welcome to the FPI Careers Hub

Independent Wealth Managers is a very well established and growing group in the Umhlanga area. Clientele are high net worth individuals, corporates and trusts. We have a dedicated team of Paraplanners and are seeking an addition to the growing team.

Location: La Lucia Ridge, Durban

Salary: Negotiable based on level of experience and qualifications.

Benefits: Group Life, Group RA, Bonus.

Requirements:

Prospective candidates would need to meet the following criteria to apply:

• CFP^® Professional or Postgraduate Diploma in Financial Planning

Duties (include but not limited to):

1. Preparation of Records of Advice for both Local and Offshore Investments, and Long-Term Assurance.

2. Preparation of Financial Plans (Death, Disability and Retirement).

3. Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.

4. Client portfolio investigations (both investment and risk products).

5. Keeping abreast of the changing tax and legal environment.

6. All recommendations investigations and financial plans are prepared by the Paraplanners but in conjunction with the advisor.

7. Once recommendations have been finalised, a request is handed to our administrators to prepare the forms but it is the planner’s responsibility that the paperwork is correct.

Excellent long term career prospects.

Please email applications to Feroza Khan: ferozak@iwm.co.za

Telephone enquiries: 087 150 9848

The Financial Planning Institute (FPI), a SAQA-recognised professional body, is seeking the services of an experienced Business Development Officer. Reporting to the Head of Stakeholder Engagement, the successful applicant will ensure that FPI Group products and Services are marketed to clients and prospective clients and members whilst growing client and member relationships;

Essential Functions:
• Ensure FPI products and Services are marketed to clients/prospective clients/ members;
• Ensure that monthly sales targets are agreed upon and consistently reached and exceeded;
• Provide input into the design of value propositions for membership categories;
• Grow client/member relationships;
• Provide input into targets and objectives;
• Source new clients and attract new members to organisation;
• Prepare and present proposals;
• Supply inputs into new business and retention categories;
• Maintain a customer-focused attitude toward activities, and improve customer value;
• Arrange and attend client visits;
• Provide input into the design client offerings;
• Monitor and assist clients into partnership contracts;
• Monitor, report on and evaluate client visits;
• Coordinate client feedback and needs
• Research industry and related events, publications, and announcements;
• Track individual contributors and their accomplishments;
• Locate or propose potential business deals;
• Screen potential business deals;
• Assist in the developing negotiating strategies and positions;
• Examine risks and potentials and estimate client’s needs and goals;
• Close new business deals by coordinating requirements and negotiating contracts;
• Manage all stakeholder / client relationships;
• General correspondence and administration completed accurately and timeously;
• Email, inbox and data managed timeously and effectively;
• Supply statistics and information as requested.

Required education, knowledge, skills, abilities and attributes:
• NQF level 6 qualification or higher;
• At least 3 years proven sales experience;
• Business development and marketing skills;
• Highly computer literate (MS Office suite);
• FPI Designation advantageous;
• Relevant knowledge and experience of the Financial/Insurance industry advantageous;
• Excellent interpersonal skills to develop relationships with internal and external stakeholders;
• Excellent Written, presentation and oral communication skills;
• Negotiation skills;
• A driven sales approach that ensures targets are met;
• Demonstrated commercial acumen and strong understanding of business requirements;
• Must be willing and able to travel extensively.

Remuneration:
• The salary for this role is R 25 000.00 CTC per month together with commission;
• Package is inclusive of provident fund, medical aid and other risk benefits.


Closing date and contact:
• The closing date for applications herein is Friday 17 August 2018;
• All applications must be submitted electronically to: recruitment@fpi.co.za
• Please consider you application to be unsuccessful if you do not receive a response within 14 days thereof.

Essential Functions:
• Advisory and intermediary duties associated with a Financial Advisor.
• To give advice to clients
• Generate own leads and prospects
• Set up individual meetings with prospective clients
• Identify the client’s personal financial goals
• Analyse the client’s personal financial position to identify actions to be taken.
• Create a financial action plan and recommendations.
• Implementing action plans by recommending appropriate financial solutions and products.
• Delivering post sales care.

Minimum Requirements:
• Matric
• Appropriate industry qualification or in process of obtaining it. Preferably CFP^®
• Completed RE
• Computer literate
• Clear credit and criminal record
• Own vehicle/transport
• Valid driver’s license
• 2 years’ experience

Benefits:
• Income negotiable.
• Office infrastructure but working from home is encouraged.
• Admin and compliance backup.
• Boardroom facilities.
• Office Location: Centurion.

To apply call Martin Struwig on 086 13 77709 or email admin1@dotport.co.za

A niche-based wellness consultancy based in Johannesburg requires the services of a mature Financial Advisor for their practice.

The candidate must be a registered Certified Financial Planner.
For more information please contact Jeannine Pearse, Director Majinga Consulting on 011 685 0740

Quoin Wealth is an authorised financial services provider (FSP licence number 13251) offering personal financial planning to South Africans. Quoin Wealth is associated company of the Grant Thornton Cape Town group of companies. We have a vacancy for a financial planner in our Cape Town office. Reporting to the managing executive, you will primarily be responsible for providing holistic financial planning and wealth management advice to both new and existing Quoin Wealth clients. The scope of advice encompasses both risk needs analysis and investment planning using a lifestyle financial planning framework.

Qualifications and designations:
• CERTIFIED FINANCIAL PLANNER^® designation
• Regulatory examinations as a FSP licensed representative.

Experience:
• Minimum 7 years’ experience in wealth management and financial planning
• XPlan financial needs analysis and contract relationship management

Competencies:
• Presentable and professional appearance essential
• Excellent communication skills, both verbal and written
• Excellent telephone manner and etiquette
• Methodical and organised
• High attention to detail
• Ability to prioritise
• High level of computer literacy on Microsoft Excel, Word and PowerPoint

To apply, please email ricardo@quoinwealth.co.za or phone 021 417 8756.
Salary is market-related and commensurate with experience and the value of the existing Quoin Wealth client portfolio that will be transferred to the successful applicant. In addition, the role qualifies for participation in the company’s incentive bonus scheme.
We will consider acquiring a client book from the successful applicant if that is an option. It is not necessary though for the applicant to have an existing client book.
Only short-listed candidates will be contacted.

Be part of a vibrant, passionate client interfacing company. We are one of the largest, independent financial planning companies in South Africa. Our aim is to find a skilled, determined and committed Articled Planner for our mentorship programme. Help us empower our clients to retire successfully.

Our mentorship programme is designed to enable our carefully selected Articled Planners to gain relevant and comprehensive experience within a supportive learning environment.

Minimum requirements:
• Matric
• BCom Hons (Financial Planning) or Post Graduate Diploma in Financial Planning preferable.
• Completed Professional Competency Exam (Board Exam)
• CFP^® status an advantage.

Experience:
• Computer Literacy: Microsoft Word, Excel and Outlook
• Experience in using financial planning software
• Minimum 1-3 years financial planning experience.

Job specification:
• Salaried position (cost to company with benefits), not commission earning
• Provide technically competent advice
• Assist planner with conducting financial planning meetings
• Conduct financial planning modelling on financial planning tool
• Write minutes and financial plans and implement recommendations
• Put together compliance advice documents.

Please email your CV to Antoinette at recruitment@charteredgroup.co.za

We will only correspond with short listed candidates. Should you not hear from us within ten working days, please consider your application unsuccessful.

Ecsponent Financial Services is seeking qualified individuals for opportunities to become part of the team of Distribution Development Officers/Broker Consultants in all metros and provinces.

The Ecsponent group has achieved triple-digit growth in key performance areas for the past six years, strongly supported by the Investment Services business unit’s effective channel to market for financial services and products. As result, Ecsponent Financial Services (a wholly-owned subsidiary of JSE-listed Ecsponent Limited) is expanding its service offering and geographic footprint.

In everything we do, we are committed to the value of independent financial advice and therefore we are an FPI Corporate PartnerTM. As part of our team, you will benefit from this association to continue academic qualifications, grow industry knowledge and learn coaching skills to support financial advisors.

Core tasks:
As an integral part the group’s distribution channel, your primary focus will be to work with independent financial advisors, providing them with support to reach business objectives. Promoting and marketing the company’s highly successful industry-leading products. Building strong relationships with independent financial advisors and supporting them to grow their business. Meeting and exceeding targets.

Qualifications, experience, skills and personal qualities:
• Matric, with a tertiary qualification at NQF level 6 and RE certificate
• Natural relationship-builder with 3+ years' experience as broker consultant
• Valid driver’s license and own reliable transport
• No criminal record or black listings
• Self-motivated, target and growth driven
• Good IT skills and exceptional communication skills in multiple languages

Apply via email to careers@ecsponent.com before 16 June 2018
Contact Jacques Smith for more information at JSmith@ecsponent.com or 087 8080 100.

The Ecsponent group may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful. Ecsponent Financial Services is an authorised financial service provider registered with the Financial Sector Conduct Authority (FSCA) under license number FSP 32968.

Naviga Solutions, a subsidiary of the Efficient Group, is a discretionary model portfolio manager. We offer a range of investment solutions to cater for the specific needs of a client. In addition to the investment solutions, we have a team of qualified investment consultants with the CFP^® designation that support the financial advisors. This creates an end-to-end value chain for financial advisors, which actively promotes best-practice financial planning and investment principles.

Prospective candidates would need to meet the following criteria to apply:

• A financial qualification is essential
• CFP^® Professional or Postgraduate Diploma in Financial Planning
• At least 2 years’ experience
• High level of computer literacy on Microsoft Excel and Word

Key Responsibilities:
1. Compile investment proposals for financial advisors
2. Prepare financial plans
3. Analyse investment portfolios in Morningstar
4. Assist financial advisors with investment related queries

Salary:
Negotiable based on level of experience and qualification.

Location: Bellville, Cape Town.

Please email applications to diaan@naviga.co.za.

Lifestyle Financial Planning and Employment Benefits
Permanent
Advisory fee remuneration


Purpose of the role:
• Responsible to assist and empower clients to achieve their lifestyle and financial goals by initiating a (lifestyle) financial planning discussion.
• To uncover clients future goals (both personal and financial).
• To provide future fit advice, conduct a holistic financial needs analysis and present appropriate solutions to new and existing clients.
• Responsible to build a client centric practice through prospecting and referrals, Proventus Capital will also provide the candidate with a current client base together with a revenue from this client base, applying best practice principles as provided by the practice, maintain long-term business relationships with your clients, review and revise the plans as required on an ongoing basis and ensure the practice complies with FAIS and other related legislation.


Qualification:
• CFP designation
• Preferably RE1 & 5

Technical Skills And Experience:
• 2-3+ years financial planning experience

Behavioural competencies:
• Customer focus
• Teamwork
• Building relationships
• Results driven
• Applying professional, technical expertise
• Entrepreneurial thinking
• Relating and networking


Contact details for CV: info@proventuscapital.co.za

Capstone Wealth Managers is a well-established Financial Advisory and Investment Management company in Quellerina. We are looking to hire a financial advisor to look after 90 clients with investment assets of more than R140 million.

Location: Constantia Kloof, Quellerin.
Salary: Market related salary and generous commission structure
Working Hours: Flexible


Requirements:
• Experience in local and offshore investments;
• CERTIFIED FINANCIAL PLANNER^® professional and/ or tertiary qualifications with an investment bias.

Kindly email your CV to Chenai at chenai@cstone.co.za