Financial Advisor
Location: Gauteng, Western Cape, KwaZulu-Natal, Eastern Cape, Northern Cape, Free State, Limpopo, Mpumalanga, North West
Application due date: 15 December 2024
Type of employment Full-time
Company Overview
NMG Benefits provides consulting, actuarial, and administration expertise in the healthcare and retirement fund environments and extends to financial planning for individuals. This allows NMG to provide end-to-end solutions across the healthcare, retirement fund, and financial planning needs of employers and their employees.
We urge our clients to look at their employee benefits through an actuarial lens. Our goal is to ensure that the common contract between employer and employee – which sets out expectations of performance – is underpinned by informed policies that encourage productivity, loyalty, and an engaged employee but at the same time protects the future financial security of institutions that employ people.
At NMG, the leadership and staff realize that we have been placed in a position of privilege and trust to manage the well-being of our client’s financial futures. We are extremely proud that more than 50 blue chip South African companies trust our advice and implement our recommendations.
Role Overview
NMG Benefits in cooperation with NMG Financial Planning has embarked on a joint initiative that seeks to entrench financial planners within the wider NMG Corporate client base. This is a fantastic opportunity for experienced financial advisers to take their practices to the next level or lay a solid foundation for less experienced financial advisers that require client opportunities and assistance in growing their practices.
Provide holistic financial advice over various financial planning dimensions such as savings and retirement, investments both local and offshore, life and ancillary risk planning and estate and legacy planning.
Financial planners at NMG are the custodians of our client’s wealth and wellbeing. We seek to provide unbiased and independent advice to enable clients to plan and execute in achieving their goals and aspirations, and we act as coaches and trusted advisers throughout their and their families’ lifetimes.
We maintain the highest standards of regulatory and legal compliance and believe that our moral imperative is to uplift others as we create great client outcomes in everything that we do.
Key Performance Objectives
Client responsibilities
Provide holistic and well considered advice to a growing book of clients.
Advice to be provided across savings and retirement planning, local and offshore investments, life and ancillary risk planning and estate and legacy planning.
Maintain and grow a book of clients, maximise cross selling opportunities, perform up to date reviews when appropriate.
Provide superior client service, that is: timeous, considered, appropriate, fair and in favour of great client outcomes.
Meet and exceed client expectations.
Corporate responsibilities
Act as a trusted resource and partner to NMG Benefits’ Corporate Client Base, build relationships and open channels of cooperation.
Partner with NMG Benefits colleagues to foster cooperation, find solutions and create opportunities.
Manage corporate opportunities, follow the set out strategic and consultative selling procedures and processes.
Create opportunities to engage with prospective individual clients and where necessary provide advice and execution of financial plans for individuals from corporate clients.
Manage in-fund lead flow, report on progress and comply with systems and other reporting requirements.
Consistently uphold the highest standard of honesty, integrity and professionalism within the allocated corporate client opportunity.
Keep abreast of changes in legislation and regulation as well as industry developments and client needs.
General responsibilities
Utilise NMG Financial Planning systems and resources diligently and on time.
Engage in intra-company meetings and sessions, consistently improve personal knowledge by formal learning or informal skills development.
Strictly adhere to the NMG Financial Planning house view in terms of asset allocation, application of client risk tolerance, products and portfolios.
Minimum Qualifications
A bachelor’s degree in a financial discipline such as financial planning, accounting, banking, economics or investments.
NQF5 wealth management or higher appropriate qualification.
RE5 Regulatory Examination Certificate.
Class of Business Training Certificates (In respect of the license categories for which the candidate has been registered)
CPD certificates available on demand.
FAIS fit, proper and accredited.
Experience
Three or more years of financial planning experience.
The candidate must have a valid driver’s license and their own reliable vehicle.
The candidate must have clear credit and criminal records.
Competencies (skills required)
Administrative Skills: Has attention to detail; ability to handle and deal with a lot of documents. Can orchestrate multiple activities at once to accomplish a goal. Uses resources effectively and efficiently. Arranges information and files in a useful manner. Perform certain administrative functions as and when required.
Interpersonal skills: Relates well to all kinds of people. Builds appropriate rapport. Builds constructive and effective relationships. Uses diplomacy and tact. Can diffuse even high-tension situations comfortably.
Co-ordination Skills: Able to multi-task in an effective manner. Does not get confused easily. Able to change direction at a moment's notice whilst ensuring timeous completion of all operations. Maintains up to date knowledge of all current tasks.
Time Management: Uses their time effectively and efficiently. Values time. Concentrates their efforts on the more important priorities. Gets more done in less time than others. Can attend to a broader range of activities.
Problem Solving Skills: Uses logic and methods to solve difficult problems with effective solutions. Makes use of all resources to get answers. Able to see hidden problems. Good at analysis. Looks beyond the obvious desired objectives.
Communication Skills: Is able to communicate clearly both verbally and in writing. Able to get the messages across that have the desired effect.
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