- Department
- Finance
Description
Thank you for electing to apply for a Financial Planner position at Ubuntu Capital.
As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act.
What we require of you:
Your date of first appointment (DOFA) as a financial planner/advisor
Qualifications
- Passed or currently studying for your RE5
- Tertiary qualification such as a B.Comm is highly advantageous.
- Advanced Financial Planning qualifications (eg: CFP) are highly advantageous.
Behavioural Competencies
- Strong work ethic
- Excellent verbal and written communication skills
- Articulate with confident presentation skills
- Excellent and proven selling ability
- Strong client service orientation
- Attentive to detail and accurate
- Organised with effective time management skills
- Proactive – use initiative
- Ability to work independently and/ or under pressure
- Empathetic towards clients with sound listening skills
Technical knowledge
- Good understanding of the Financial Services industry
- Ability to provide Estate Planning advice and prepare standard Wills
- Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
- Good understanding of the tax implications of the various investment options available
Technology
- Computer literate
- Experience using CRM systems is highly advantageous
Working Experience
- Minimum one year's’ financial planning experience
- Proven sales track record
Other Requirements:
- Own car and valid driver's license
- Own laptop and smartphone
We look forward to receiving your CV.
