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Oasis is a diversified wealth management company focused on delivering real value to its investors over the long term. The company provides services relating to asset management and financial advice. It also offers a wide investment product range that includes, discretionary savings, tax incentivised products, retirement funds, longterm insurance products…
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Financial Advisor
- The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field
- FAIS qualified
- Excellent knowledge of financial planning principles and investment strategies
- CFP or diploma in Financial Planning advantageous
- RE5 accreditation in investments advantageous
- Strong communication and interpersonal skills to collaborate effectively with clients
- Passionate about providing the best financial services and advice to clients
- Effective problem-solving skills, with the ability to identify issues and provide solutions
- Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
- Valid driver’s license essential.
- Adhering to CPD Requirement
Experience
- 2+ years experience in the financial services industry
- Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
- History of building strong relationships.
Job description
- To generate leads, set up appointments, meet clients and close the deal.
- To do an investment needs analysis
- To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
- To obtain all necessary documentation (FICA documentation).
- To ensure all associated administration is completed in an effective manner to meet the group’s compliance and regulatory requirements.
- To assist with ad hoc marketing drives in your region.
- To effectively service your clients that may be in other centers limited travelling may be required
- Flexibility is required as clients from time to time request consultations outside of normal office hours.
- Analysis to provide ideas for new product development.
- Updating Profida Report on daily bases.
- Submitting daily travel reports
- Submitting demographic report of client.
Method of Application
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