Financial planning consultant

We are looking for a passionate, client-focused and sales driven Financial Planning Consultant professional to transform financial journeys through trusted advice, innovative technology and impactful solutions that empower clients to achieve their long-term investment goals.

Key Focus Areas: Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc Make a written recommendation based on a client’s responses to the risk profile questionnaire and subsequent discussions Provide the client with information on the performance of the various investment portfolios available Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc Ensure that the clients investment portfolio is consistent with FPC’s investment philosophy Provide ongoing financial planning adv...