Pro Talent Vacancies 2024 Apply Online Pro Talent Career @www.pro-talent.co.za

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Pro Talent Vacancies 2024– Everyone’s Always in the Search for a Good Job- High Pay, Job Security, Space to Grow. It’s What We Prepare Our Whole Lives For. However, it’s Gotten More and More Difficult in Recent Years, With Population Growth and Companies Preferring Cheap Labour.

Pro Talent is Currently Hiring for a Few Posts in South Africa Government Jobs.

Below, We have Provided More Details on the Kinds of Positions Available, the Pay, How to Apply, and More.

Pro Talent Jobs 2024 | Apply Online For Independent Financial Advisor Job Opportunity

Working at Pro Talent Career Vacancies: Pro Talent is one of the leading South Africa Government Jobs Providing Company. Based in South Africa, with its Main Base of Operations in KwaZulu-Natal, they Specialize in Online Classified Advertising, Publishing, Payments and Venture Capital Investment.

Right now, Pro Talent has a Few Job Openings they are Hiring For. Jobs Near Me at Pro Talent in KwaZulu-Natal, South Africa. These Posts Will be Opening in South Africa, so For Those Who are Available to Work there or Wish to Work on an International Level, this Will be a Good Job Opportunity. No Deadline has Yet been Announced, but the Sooner You Apply, the Better Chances You Have.

Indeed Careers24 Jobs in South Africa. If You Wish to Know More, or Apply for a Job Position, You Can Click on This Link: www.pro-talent.co.za

Job Summary For Pro Talent Vacancies 2024

Last Date to Apply: As Per Hiring Organization Required
Hiring Organization Pro Talent Careers Vacancy
Job Profile Independent Financial Advisor
Salary R 15702.00 a month
Job Location Jobs In KwaZulu-Natal
Provinces Jobs In South Africa
South Africa Government Jobs 2024

Full Job Description of Pro Talent Vacancies 2024

As There are Several Job Positions That have Opened up, Each one Has its Own Job Description as Well, as Well as Slightly Different Requirements and Qualifications.

Whenever a Job Vacancy is Issued, there are Some Criteria Stated in the Eligibility Section That the Applied/ Interested Candidate has to Meet. Otherwise, they Won’t be Able to Get Selected for the Concerned Post.

Therefore, the Sections That a Candidate has to Match for this Vacancy are as Follows-

Full Details For Independent Financial Advisor Jobs

Insurance
KZN

Independent Financial Advisor
PURPOSE
The purpose of your appointment is to establish long-term, sustainable business coupled to providing you with a rewarding career in building Financial Planning relationships for individual and corporate clients. This, using the FAIS regulatory procedures, Financial Planning Institute requirements and T.W.P.G standards and guidelines.

 

KEY TASKS AND ACCOUNTABILITY
Advisor Activities and Client Management Responsibilities
1. Engage in appropriate prospecting and review activities, to obtain appointments with clients in line with the business’ preferred client profile.
2. When provided with a lead, ensure that contact is made on the day and, an appointment is set up with the client within 2 working days of personal contact.
3. Maintain an effective diary management system which reflects prospects, new appointments, follow up appointments, closing meetings, annual FNA reviews, investments reviews & any other client appointments as and when required.
4. Manage, through para-planners, all outstanding requirements with new and existing clients, to finalise cases to, where applicable, expedite the acceptance of cases and payment of initial and ongoing Advisory fees to T.W.P.G and yourself.
5. Manage, through para-planners, the finalization of all client/policy servicing and special requests.
6. Always keep your team well-informed on progress made on prospective and existing clients, ensuring they manage the Tracker updates as an effective referencing and action tool.
7. Communicate any change that demands Xplan updates to your Team
8. Ensure regular interaction with client/s, service providers and your entire Team to create a harmonious relationship.
9. Interact and recognise all special client events and achievements directly with your client/s and through the Marketing division to include Group and Team recognition.
Personal Financial Planning Process
1. Establish the relationship, make formal disclosures, and explain the process you will follow to determine their lifestyle, financial and/or specific objectives. Further to this, ensure at the earliest stage, the client’s socio-economic (LSM) status, value system and existing or prior relationships with other financial planners and the client’s own perception and/or experiences related to this industry. Unless your appointment as a financial advisor is clearly understood and accepted to be your key intention, or agreed at the first consultation, do not further your engagement process.
2. Identify all the client’s short-, medium-, and long-term financial goals with specific focus on their psychographic profile and financial status as well as their unique personal, family, business and community values and relationships. Collect comprehensive personal and/or business data (full FNA) and existing portfolio information to further develop a comprehensive and objective financial plan/s for the client/s. Also conduct a risk profile assessment for all future investment planning based on the client/s investment planning objectives.
3. Explain and provide your para-planner/s with all the relevant client data (per b above) for comprehensive analyses and consult with them further to formalise the agreed solutions and recommendations that will be proposed and presented to your prospective or existing client. Manage and inspect the para – planner’s preparation of all the final presentation and document “packs” which fully includes all relevant materials and client requirements to formalise the solutions proposed.
4. Confirm the integrity and details of your financial needs analysis/es by explanation and client/s approval. Present the financial planning recommendations to the client explaining purpose, suitability, and comparative solutions. Endorse your strategy by matching objectives to suitability. Provide further explanations related to your choices, cost issues and any other significant features within the solutions. Obtain clear, understood consent and authority from the client/s for all preferred solutions to be implemented.
5. Implement all the financial planning recommendations taking full accountability for managing the ongoing financial plans and solutions of the client. Your para-planner/s have full responsibility for FICA, medical and all further data completion and disclosures that need to be client-qualified within all the recommendations, applications and/or any documents authorised. Further, if disclosed, enforce strict accountability to any special lifestyle events that changes the planning objectives of your client/s at any time.
6. Monitor and review your clients’ objectives on an ongoing basis (annually at least) and place careful and specific emphasis on the product suitability in place, the shortfalls that still exist, and further measures to enhance or improve the overall financial planning aspects of the client. In the case of Ethix (investment business), follow all compulsory frequency and review meetings procedures that already exist.
General Independent Advisor Accountability
1. Adhere to all “best practice” activities in your Advisory and Planning profession in keeping with TWPG’s advice, service, and administrative standards always.
2. Ensure that you consistently maintain and improve the relationships between the Group, it’s Team, and all Financial Service Providers and their support teams and any other persons serving T.W.P.G
3. Your communications, (verbal, telephonic, e-mail or any other usage), demeanor, conduct, appearance, and behaviour always reflect the Group’s perceived public image and experiences.
4. Remember, client/s financial planning includes personal clients, their immediate spouse/s, all minor or dependent children, their business/es, Trusts, and/or any other entities that are directly owned by them or their immediate family.
How To Apply For Pro Talent Careers 2024

Pro Talent is Currently Recruiting, therefore, Those who are Interested and Possess the Above Required Qualifications, Can Apply to These Vacancies in the Following Manner:

  • Visit this Below link and Create a Account to Able to Access the Application Page.
  • Once You Can See the Job Openings, Click on the One That Interests You and is Suited to Your Qualifications.
  • Read Through the Job Description to Make Sure it is Your Intended Choice, and Then Click on ‘APPLY’.
  • Fill up the Application Form With as Many Details as Possible and Make Sure it is All Accurate. Once You Are Done, Double-check the Form to Make Sure There are No Mistakes.
  • After Double-checking The Form, Click Submit.
  • It is Advisable to Save the Form in Case it is Required for Future Reference.
Submission Link For Pro Talent Vacancies 2024

In this Article, We Have Provided all The Information Posted by Pro Talent So far. For More Information or More Updates, Regularly Click on The Apply Now Link and Apply by Checking

Apply Now

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