OPPORTUNITY OF A LIFETIME FOR AN EXPERIENCED INTERNATIONAL
FINANCIAL PLANNER TO EARN IN EXCESS OF £200 000 (British Pounds) PER
ANNUM. POSITIONS AVAILABLE AT MY CLIENT’S CAPE TOWN & JOHANNESBURG
OFFICE.
My client is an authorised Financial Services
Provider with its Head Office in Cape Town and a member of one of the
world’s largest global networks of International Financial Advisors. My
client advises South African Residents and Foreign Nationals on all
aspects of International Financial Planning.
My client’s company is a highly specialised Financial Advisory
Company with a focus on providing highly personal service to high nett
worth individuals and their heirs, it has built longstanding
relationships with its clients, going back some 25 years. During this
time it has established itself as Advisors to first and second
generations within families.
The company has offices both in Cape Town and Johannesburg and is
offering an excellent career opportunity to Graduates within the
offshore Financial Services Industry. It is looking for highly motivated
mature sales people who are fluent in written and spoken English and
who can work independently, to join our highly successful team of
financial experts. The successful candidate will be based in Cape Town
or Johannesburg.
If you are well networked, have high business acumen,
and a born entrepreneur, looking for an opportunity to take your own
business to the next level, we have just the opportunity for you.
As an International Financial Planner you will lead an active
lifestyle of client meetings, networking and continuous education and
development.
My client work with the most reputable offshore Financial
Institutions within the market and assists people who are seeking sound
offshore financial advice and planning. The company is able to offer you
a reputable structure, well-defined solutions and ongoing support and
training.
Key responsibilities of the position include:
* Develop leads and referrals from current clientele and outside contacts.
* Working with your coordinator to prospect and canvass.
* Actively networking and prospecting to build relationships.
* Meeting with clients.
* To secure new business and assets for the portfolio.
* To provide comprehensive International financial planning solutions to clients.
* To build effective client relationships with ongoing management, administration and servicing of their assets held offshore.
* Consistently achieve new business targets and goals.
Applicant should meet the following requirements:
* Degree preferably in Finance and Investment.
*
Minimum of 5 years’ experience in the Financial Services Industry (not
negotiable) and in consulting with high nett worth individuals,
preferably with a proven track record.* Well-presented corporate attire.
* 100% Proficient in English, both written & spoken.
* Well-spoken with excellent communication skills
* Proven relationship/networking/influencing skills
* Self-confident, self-starter and assured.
* Excellent presentation skills
* Advanced level of computer literacy
* Excellent planning and organising skills
* Resilience, punctuality and ability to work within a team environment
* Hard working and results driven
* Ability to meet clients expectations
* No adverse listings (criminal, credit, etc.)
* Completed a FSB recognised qualification suitably on a NQF level 5
* Have completed or in the process of completing RE5
Should you be serious about this position and want to know more about
the company, please submit a comprehensive CV together with a cover
letter to
daniel@ifarecruit.com
Interviews for the
Johannesburg office will take place on 5 & 6 May 2016 and on 12 & 13 May 2016 for the
Cape Town office.
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