Careers @ Aluma

Position: Independent Financial Advisor (IFA)
Location: National

Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Are you knowledgeable when it comes to FAIS legislation and remaining Fit and Proper? Then you are our INDEPENDENT FINANCIAL ADVISOR.

This role plays an integral part in our team, as you will be the face of the Company when it comes to managing the relationship with Aluma clients. Additionally, you are responsible for managing new business and reaching target, so as to ensure profit growth and the retention of the current client base.

Great, so who is a good fit?
A specialist with extensive knowledge in how to sell and building new networks. Someone who fully understands the Sales life-cycle, inclusive of client services. The ideal candidate will also have an unsatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers. Someone who has a passion for people and who remains fit and proper at all times.

You may be wondering, what does such a fantastic individual’s duties include?

• Responsible for reaching target, as and when determined by the Company;
• Selling Note and PE funds, as well as make use of Company wrap funds;
• Daily feedback on leads provided, by capturing same on the system;
• Providing referrals to the Short-term department;
• Develop and maintain a personal network and represent the organisation at relevant industry events;
• Source leads and referrals;
• Identify sales opportunities while promoting the organisation and enhancing its reputation;
• Introduce internal specialists and utilise their expertise to gather and analyse client data to identify the correct sales opportunities and solutions;
• Manage the customer journey from sales to on-boarding and regular portfolio review;
• Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management;
• Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF;
• Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organisations policies and procedures;
• Participate in development programmes, assessments and activities which form part of the formal and informal training program;
• Gain/maintain the relevant external professional accreditation requirements;
• Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

Are there any specific skills and attributes required?

• Attention to detail and a high level of accuracy;
• Ability to work under pressure;
• Self-starter & excellent organising skills;
• Good verbal, written and communication skills;
• Committed and reliable with integrity and honesty;
• Loyalty toward the organisation;
• Tenacity, Attendance & Punctuality;
• Needs to have resilience and must be optimistic;
• Be able to work accurately and effectively in a highly pressurised environment;
• Accountability and a team player;
• Good time management skills;
• Problem solving skills, by effectively identifying problems as soon as they arise;
• Ability to be able to think out of the box;

Take a look at the what the requirements for this amazing job is:

• Matric/Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• RE 5 certificate.
• Proven sales track record.