Financial Advisor (Investment Specialist): Gauteng, Western Cape & Durban

Posted 2 months ago

ABOUT GMI

Gradidge – Mahura Investments (GMI) is a new generation independent financial planning business with offices in Johannesburg, Cape Town and Durban. GMI is an FPI Approved Professional Practice™ and won the FPI Approved Professional Practice™ of the year award in 2021. GMI also won the Top Wealth Manager award in 2018 run by Intellidex.

JOB TITLE

 

Financial Advisor (Investment Specialist): Gauteng, Western Cape & Durban

REPORTING TO: Head of Advisors

 

SUPPORT FOR THE FINANCIAL ADVISOR

  • Independent: not tied to any product provider.
  • Only black owned FPI Approved Professional Practice™
  • Multiple Award-winning brand: Wealth Manager of the Year, 2018; FPI Approved Professional Practice of the Year, 2021.
  • Multiple Lead generation: individuals, corporate accounts and access to database.
  • Marketing initiatives: client appreciation functions, newsletters, articles, networking events, radio and TV interview opportunities.
  • Management and team of advisor support.
  • Administrative support: Service Manager & Service Consult handles all administrative tasks like, quotes, client onboarding, submission of applications, etc.
  • Research and market insights: Para-planner provides access to high- quality research reports, market analysis, and economic insights. And prepares estate plans and investment proposals where appropriate.
  • Compliance and regulatory support: Practice Manager and Key Individuals provides provide guidance, support, and tools to ensure advisors stay compliant with industry regulations.
  • Operations support: Commission reconciliation and payment, IT, reception, employee benefits and staff wellness, etc.
  • Education & skills development: access to workshops, seminars, webinars, and other resources to keep advisors updated and well- informed.
  • Payment for industry affiliations: FPI, FIA, IoDSA etc
  • Technology and tools: CRM system, advanced financial planning software and laptop.
  • Office space: workstation, boardroom, telephone, printing, etc.

 

PURPOSE OF POSITION
The purpose of the Financial Advisor (Investments Specialist) role is to:

Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring and reviewing.

KEY RESPONSIBILITIES

  • Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
  • Investment Management: Recommend suitable investment strategies and products based on the client’s risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client’s goals.
  • Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.
  • Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
  • Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
  • Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
  • Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
  • Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
  • Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
  • Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.
  • Ethical Conduct: Maintain the highest ethical standards and putting clients’ interests first in all financial recommendations and interactions.

 

SKILLS AND ATTRIBUTES

  1. Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams & PowerPoint)
  2. Excellent written and verbal presentation skills
  3. Active listening
  4. Critical thinking
  5. Professional and presentable
  6. Own reliable transport
  7. Interact professionally with clients and product providers
  8. Perform under pressure
  9. Attention to detail
  10. Takes initiative
  11. Ability to meet targets and deadlines
  12. Organises work smartly
  13. Team player

 

REQUIRED KNOWLEDGE / EXPERIENCE

Minimum 5 years in financial advisory role.

REQUIRED QUALIFICATIONS

Minimum bachelor’s degree in financial planning or similar Regulatory Examination 5 for representatives

CERTIFIED FINANCIAL PLANNER® Professional will be added advantage

REMUNERATION
Negotiable with basic plus commission, based on book size, experience and qualification.

Annual performance bonus incentive

To Apply:

If you meet the minimum requirements, please email your CV to info@gminvestments.co.za Application closing date: 30 April 2024

Apply Online

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