{"id":67309,"date":"2021-08-31T08:50:19","date_gmt":"2021-08-31T06:50:19","guid":{"rendered":"https:\/\/joblistsouthafrica.com\/?p=67309"},"modified":"2021-08-31T21:15:05","modified_gmt":"2021-08-31T19:15:05","slug":"personal-trust-pty-ltd-current-job-opportunity-apply-now","status":"publish","type":"post","link":"https:\/\/joblistsouthafrica.com\/personal-trust-pty-ltd-current-job-opportunity-apply-now.html","title":{"rendered":"Personal Trust (Pty) Ltd Current Job Opportunity – Apply Now!"},"content":{"rendered":"
Personal Trust is a client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years.
\nPersonal Trust offers a full range of financial services including: Investment & Portfolio Management, Offshore Financial Services, Trustee Services, Retirement Planning, Local & Offshore Money Market, Estate Planning, Tax Services and Wills.<\/p>\n
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Job Title: Financial Advisor<\/strong> Job Summary:<\/strong> Requirements: <\/strong>
\nLocation:<\/strong> Rondebosch, Western Cape, South Africa
\nReference #:<\/strong> TO001
\nContract Type:<\/strong> Permanent<\/p>\n
\nThis new vacancy has been created within one of our Financial Planning teams, based at our offices in Rondebosch. This role is responsible for estate planning and advisory support to a predominantly younger clientele, still in the accumulation\/ savings phase of retirement planning. The role includes the product analysis, financial needs analysis and preparation of related documentation. Incumbent will be expected to manage and grow own client base. Role is ideally suited to experienced applicants with 3-5 years previous advisory experience, or more, specifically dealing with investment advice.<\/p>\n
\n\u2022Provide investment planning and related advice to clients, including appropriate and ongoing recommendations by researching and reviewing portfolios
\n\u2022Provide regular client reporting
\n\u2022Client needs analysis and advisory services
\n\u2022Prepare and collate client financial reviews and reporting
\n\u2022Preparation of investment instructions to investment admin, and timeous follow-up on enquiry to ensure accurate action
\n\u2022Investigate and resolve all queries relating to client affairs
\n\u2022Client liaison: timeous response to attending to and resolving all queries, and liaison between internal and external investment admin
\n\u2022Actively support\/ grow existing new business initiatives, and drive marketing and networking opportunities
\n\u2022Successfully grow book to meet or exceed targets
\n\u2022Take over existing clients and provide ongoing excellent service to these clients<\/p>\n