By joining us, we equip you for success in the financial services industry through constant training and development that will give you an edge in your career.
By joining us, we equip you for success in the financial services industry through constant training and development that will give you an edge in your career.
You will be trained to explain the features, benefits, limitations, risks, and suitability of financial products to individuals with financial planning needs.
Financial Planners will be taught to demonstrate understanding and application of relevant laws and regulations as well as awareness of industry trends and developments relating to financial planning.
Develop professional relationships with prospective and existing clients based on trust, empathy, credibility and ethical conduct.
Recognise sources of client acquisition and perform client acceptance checks and on-boarding of prospective clients.
Work with clients with life, health and personal insurance needs and establish their risk profile.
Work with clients with basic investment needs to establish their investment profile.
Help clients plan for retirement needs by establishing their retirement goals and analysing their financial situation.
Construct a personal financial plan for individuals to ensure financial goals are successfully achieved over the planning horizon.
Lead a team of Financial Planners to achieve their personal objectives and team goals, and upholding the high standards of professionalism and customer centricity while in pursuit of those goals and objectives.
Recruit and develop individual Financial Planners to ensure they maintain high standards of professionalism and customer centricity.
