STATUS STAFFING Jobs 2020 for CERTIFIED FINANCIAL PLANNER available. See details below on how to apply for the position of a CERTIFIED FINANCIAL PLANNER in STATUS STAFFING.
CERTIFIED FINANCIAL PLANNER, DURBANVILLE
YOU ARE IN DEMAND!!! This established national concern based in Durbanville needs you TODAY to join their team as Certified Financial Planner!
EMPLOYMENT TYPE: PERMANENT
SECTOR: Property
START DATE: TBC
DUTIES:
Assist clients with estate planning by reviewing and or drafting wills and making recommendations, through a FNA, to make provisions with life cover for estate costs at death and minimizing the risk of taxation and other unforeseen events. This includes recommendations for trust owned policies, income protection and dreaded disease.
APPLICANTS MUST HAVE:
BCom Degree/ BCom Economics/ BCom Finance / LLB
Post Graduate Diploma in Financial Planning must be completed
BCom Honours Degree
Advanced Post Graduate Diploma in Financial Planning (Estate Planning) advantageous
Minimum 5 – 8 years’ financial planning / property experience
At least 5 years sales experience
Consulting with clients
Sales & marketing skills to promote service offering
Financial planning experience and skills
Investment knowledge of different asset classes
Dealing with high net worth clients
Life cover policies
Estate Planning
Updating of Wills
Working with Chartered Accountants and Trust Attorneys
Other Requirements:
Communication & interpersonal skills
English and Afrikaans
Confident / assertive
Excel advanced skills
Well-presented
Building & maintaining long term relationships
Own transport
Well organized
Administration skills
Telephone skills
Sales skills
Positive attitude
Business sense
Work under pressure
Computer literate
Honesty and integrity
Apply at www.statusstaffing.com.
Please note we are working remotely during the national shutdown and suitable candidates will be contacted for telephonic interviews.
If you’ve not heard back from us within 10 working days, please consider your application as unsuccessful for this role. We will retain your credentials for future similar roles.
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