Financial

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Momentum Metropolitan is looking for a financial advisor to attract, acquire and retain clients by selling company products to generate new business and to provide after-sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives’ long-term viability.

Closing Date: June 30th, 2022

Reference Number: MMH220322-7

Location: Ekurhuleni

Job Title: Financial Advisor

Requirements:

Minimum of 2 years experience in the financial services industry
Minimum of 2 years experience in a financial advice rendering role
Finance/Business related tertiary qualification (desirable)
Matric or equivalent NQF 4 qualification

Additional Requirements:

Compliance with FAIS Fit and Proper requirements
Computer literacy (essential)
Own transport (desirable)

Experience:

Examining Information: Analyse and process information; ask probing questions; strives to find solutions to problems.
Interacting with People: Project enthusiasm; focus on interacting and networking with people.
Convincing People: Comfortable having to persuade others; shape opinions by being outspoken; seek to negotiate with others.
Articulating Information: Articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.

Competencies:

Conveying Self-Confidence: Self-assured and project inner confidence; confident and determines own future; value own contributions.
Thinking Positively: Optimistic; recovering easily from setbacks and obstructions.
Meeting Timescales: Target focused and meets deadlines; punctual and keeps to schedule; reliable in finishing tasks.
Following Procedures: Conform and adhere to rules; closely follow instructions and procedures; minimize risks by sticking to processes

Responsibilities:

INTERNAL PROCESS

Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
Sell products in line with clients’ financial needs by conducting affordability analysis to achieve clients’ financial goals.
Calculated and advise on tax and legal implications of products and or changes.
Accurately capture client information, relevant actions, and sales on the systems.
Accurately complete all administrative and reporting requirements within agreed timeframes.
Achieve set targets on production, quality, and conversion.
Adhere to compliance requirements in the sales process in line with legislative requirements.
Provide financial advice in line with the engagement strategy to enhance the client’s financial wellness.

CLIENT

Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
Escalate client queries to the relevant department or stakeholder.
Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and internal and external stakeholders.
Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

PEOPLE

Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Positively influence and participate in change initiatives.
Continuously develop own expertise in terms of professional, industry, and legislation knowledge.
Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
Take ownership of driving career development.

FINANCE

Identify solutions to enhance cost-effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

To apply, visit the Momentum Metropolitan career page at https://momentummetropolitan.erecruit.co:443/candidateapp/Jobs/View/MMH220322-7