Financial Planner - presently in industry

Overview

Thank you for electing to apply for a Financial Planner position at Ubuntu Capital.

As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act.

Your date of first appointment (DOFA) as a financial planner/advisor

• Passed or currently studying for your RE5
• Tertiary qualification such as a
  
  B.Comm is highly advantageous.
• Advanced Financial Planning qualifications (eg: CFP) are highly advantageous.

• Strong work ethic
• Excellent verbal and written communication skills
• Articulate with confident presentation skills
• Excellent and proven selling ability
• Strong client service orientation
• Attentive to detail and accurate
• Organised with effective time management skills
• Proactive – use initiative
• Ability to work independently and/ or under pressure
• Empathetic towards clients with sound listening skills

• Good understanding of the Financial Services industry
• Ability to provide Estate Planning advice and prepare standard Wills
• Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
• Good understanding of the tax implications of the various investment options available

• Computer literate
• Experience using CRM systems is highly advantageous

• Minimum one year s’ financial planning experience
• Proven sales track record

• Own car and valid driver s license
• Own laptop and smartphone

We look forward to receiving your CV.