Financial Planner-Government jobs in Sandton and willing to travel | NFS Group (PTY) LTD jobs 2022



NFS is currently recruiting for an experienced and qualified Financial Planner who is confident, ambitious and energetic individual with strong communication and networking skills as well as an ability to build and maintain relationships. The applicant must be able to market all types of financial products from a wide range of product providers under the various sub-categories that the financial service provider is authorised.

Duties & Responsibilities

  • Up-sell existing NFS Group clients
  • Identify prospective clients and grow the client base nationally
  • Create and maintain rapport, arrange meetings and calls and build relationships with clients
  • Provide sound financial advice
  • Generate leads and prospects
  • Understand the service offering of the wider NFS Group and have the ability to advise clients
  • about them
  • Understand the needs of clients, think strategically seeing the bigger picture in order to grow
  • the business
  • Keep abreast of trends and changes in the business world
  • Maintain strong relationships with broker consultants of various product houses

Skills and Attributes

  • Honesty and integrity and meet all fit and proper requirements of the FAIS Act
  • Excellent communication skills
  • Strong sales and marketing skills
  • Ability to build rapport and relationships
  • Good interpersonal skills
  • Tact and diplomacy
  • Good business knowledge
  • Goal-orientated and committed to delivering quality outputs.
  • Ability to deal effectively with internal and external parties
  • Ability to adapt and develop solutions to client’s needs with clear and decisive communication
  • Attention to detail in providing advice and completing administrative tasks

Minimum Requirements

  • Must have passed RE1 and RE5 regulatory examinations
  • Possess a Certified Financial Planning qualification or equivalent
  • At least 8 years’ experience in a financial advisory role
  • Target driven and proven sales track record.

Package & Remuneration

  • Market Related


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