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    Exceed Human Resources

Financial Consultant Vacancy

Reference: 4067 CM
Job Type: Full-time
Job Status: Sourcing
Location: Hermanus
Duration: Permanent
Employment Equity: No

Consultant: Christa Mostert

Job Description:

  • Convert leads (prospective customers) into full paying customers (those who accepts one or more of the Group service offerings) within set time frames.
  • Gather, compile and analyse financial and personal data about customers.
  • Gain a full understanding of customer’s situation and objectives; explaining the Group service offering and tactfully guiding and advising them through the decision making and service acceptance process.
  • Match customer needs to specific solutions based on report from Financial Planning, Tax Compliance Consultants within the ambit of applicable regulations and legislations.
  • Refer, channel and monitor cases to various sections according to services solutions offered.
  • Facilitate the quotation and acceptance of services process.
  • Maintain continuity throughout the life cycle of a customer.
  • Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
  • Integrate the customers profile and goals through cross-selling of service solutions specific to customers’ needs.
  • Correspond with customers re additional information requirements, e.g. insurer needs.
  • Interface with customers post quote acceptance to deal with questions / issues / status update, etc., until services have been successfully delivered.
  • Continuously look for better ways to conduct business and improve processes.
  • Responsible for creating the revenue stream for the team and take-on of new clients.
  • Client acquisition, retention, service orientation and relationship management.
  • Ensure financial planning remains compliant with all related legislation, e.g. FAIS, FICA et cetera.
  • Comply with all company standard operating procedures (SOPs), policies, guidelines and procedures.
  • Comply with all regulatory rules including but not limited to FSB, FAIS and SARB.


  • Tertiary qualification in Finance, Commerce, Sales or another related field recommended.
  • More than 2 years’ experience within the financial services industry recommended.
  • RE5 certification as authorised representative required.
  • Knowledge of and experience with sales techniques and strategies to meet customer and business needs and objectives.
  • Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
  • Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
  • Strong attention to detail and follow through.
  • Excellent telephone manner and confident on the phone.
  • High degree of initiative and motivation.
  • Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence a broad range of people at all levels in a medium sized corporate environment.
  • An ability to work under pressure in a rapidly changing environment.
  • Demonstrated solid skills in stakeholder management and developing trusted and enduring relationships with customers.
  • Sophisticated communications skills, both verbal and written (English and Afrikaans) with excellent grammar and spelling.
  • Ability to write clearly, courteously and professionally as well as heightened e-mail etiquette.
  • Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
  • Demonstrated and applied knowledge of relevant regulatory and compliance frameworks.
  • Demonstrated ability to distil complex issues into succinct and easily understood language that convey key messages successfully at all levels of the organisation.
  • Excellent collaboration skills to deliver cohesive outcomes.

How to Apply:

  • Forward your comprehensive CV to Exceed Human Resource Consultants on
  • If you are already registered – please forward your CV with the relevant reference number to the consultant you are at present registered with in order to avoid duplicity on our system.
  • We reserve the exclusive right to conduct interviews with candidates of choice.
  • Applicants, who have received no feedback within 30 days of the closing date, must please accept their application as unsuccessful


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