Description of the role
The role of the Associate Financial Adviser is to manage and execute on the sales targets for Mortgage Protection Cover, provide support to the Senior Adviser that will allow them to focus on advising clients on personal protection and investments. Build and maintain relationships with both internal and external bankers.
Core responsibilities
- Responsible for sales targets for Mortgage Protection Cover on relevant banking portfolio.
- Responsible for assisting senior advisers in providing financial advice to Investec Private Bank Clients in accordance with FAIS legislation and according to Investec's professional financial advice guidelines. This includes doing an analysis of the client's financial affairs (including a Risk inventory) and developing a financial plan (Six Step Financial Planning Process). Ensure that proper record keeping of advice is maintained.
- Assist in conducting annual financial review.
- Build and maintain close relationships with Private Bankers who are the gatekeepers to the clients and must be included or kept informed in all activities with clients to ensure continued access and support.
- Ensure credibility with clients and Private Bankers through effective service delivery.
- Assist with the sales and marketing of Investec Life and My Investments product range with other distribution or service channels.
- Assist the Adviser Consultants when clients require more technical (product and advice).
- Always operate within the Private Bank business strategies and Investec's brand guidelines.
Experience, skill and capability
- Understanding of the long-term insurance business and financial markets.
- Knowledge of and experience with financial planning processes.
- Client service orientated.
- Excellent interpersonal skills.
- Relationship building and networking.
- Ability to organise and prioritise.
- Ability to work under pressure.
- Team player.
- Must have initiative and be tenacious.
- Ability to close a deal.
- Relevant tertiary qualification or CFP would be preferred.
Investec Culture
At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking. We value individuals who in turn value our can-do attitude while challenging convention. Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business. We are committed to diversity and inclusion when recruiting internally and externally.
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