We are recruiting: Financial Advisor

Aug 31, 2021 | General Financial Planning News

About Personal Trust:

Personal Trust is a client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. 

Personal Trust offers a full range of financial services including: Investment & Portfolio Management, Offshore Financial Services, Trustee Services, Retirement Planning, Local & Offshore Money Market, Estate Planning, Tax Services and Wills.  

About the job:

This new vacancy has been created within one of our Financial Planning teams, based at our offices in Rondebosch.  This role is responsible for estate planning and advisory support to a predominantly younger clientele, still in the accumulation/ savings phase of retirement planning.    The role includes the product analysis, financial needs analysis and preparation of related documentation.  Incumbent will be expected to manage and grow own client base.   Role is ideally suited to experienced applicants with 3-5 years previous advisory experience, or more,  specifically dealing with investment advice. 

Key responsibilities include:

  • Provide investment planning and related advice to clients, including appropriate and ongoing recommendations by researching and reviewing portfolios
  • Provide regular client reporting
  • Client needs analysis and advisory services
  • Prepare and collate client financial reviews and reporting
  • Preparation of investment instructions to investment admin, and timeous follow-up on enquiry to ensure accurate action
  • Investigate and resolve all queries relating to client affairs
  • Client liaison: timeous response to attending to and resolving all queries, and liaison between internal and external investment admin
  • Actively support/ grow existing new business initiatives, and drive marketing and networking opportunities
  • Successfully grow book to meet or exceed targets
  • Take over existing clients and provide ongoing excellent service to these clients

Key requirements for applicants:

  • Previous experience in a similar function a requirement, with proven track record, minimum of 3-5 years + experience.   Preference will be given to candidates who are already appointed out of supervision, for the license categories required. Fit and proper requirements all in order
  • Preference will be given to applicants with previous trust, wills and deceased estates,  previous investment advisory experience a requirement.
  • Tertiary qualification a requirement, B Com or similar. Post graduate qualification preferred (eg CFP)
  • Computer literacy (intermediate): MS Office suite and excel at an intermediate level
  • Ability to work independently, Attention to detail and excellent organisational skills
  • Fluency in English a pre-requisite, second local language preferred
  • Drivers License and own vehicle required

Interested applicants should contact Nicole on 021-689-8975, email careers@ptrust.co.za, or apply online at https://personaltrust.jb.skillsmapafrica.com/