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Financial Consultant

Benefits:Provident Fund
Remote work:Not Applicable
Education level:Degree
Job level:Junior/Mid
Travel requirement:Occasional
Reference:#7 HHG
Company:Harvard House

Rewarding professional financial career opportunity:

Harvard House Group is a Howick-based company founded upon values of integrity, professionalism, excellence, transparency and clarity, caring and loyalty. Our mission statement is to leverage the team`s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.

We are currently looking for financially astute, graduates who are hungry to learn and to be part of something special. The right individual will find themselves mentored into our professional Financial Planning Team, who are tasked with partnering with clients who are seeking the Group’s expertise.
This is a salaried role, where success is linked to a set of key performance indicators, excellent client service, personal and professional development which includes the ability to network the leads provided by the Marketing Team, onboard and retain clients.

So if you have a financial background, a passion for helping people identify with our values and mission statement, then please apply below. This position is suitable for individuals who are looking for a career within the Financial Services industry.

Job description:
• To establish and maintain long term relationships with clients providing comprehensive financial solutions according to client needs.
• Build and manage a book of both existing and referred clients.
• Perform annual reviews and handle client queries.
• Analyse financial information obtained from clients to determine strategies for meeting clients financial objectives.
• Prepare proposals, meet with prospective clients and present a financial plan.
• Perform all necessary administrative duties associated with the above.
• Continuously broaden your knowledge base and to keep up to date technically by researching current trends.
• Be part of a team dynamic that strives for excellent customer service, sound, practical advice.
• Grow economic, financial, legal and tax knowledge in order to assess and advise portfolio clients on a broad range of financial issues.
• Be prepared to study further such as completing the required Regulatory Exam (RE) 5, Certified Financial Planner (CFP) undergraduate
Diploma in financial llanning etc, if not already held.


• An undergraduate degree, preferably with a Financial bias.
• Financial acumen.
• Sound Word, Excel and Outlook literacy
• Good people skills, attention to detail and time management abilities.
• Good written and verbal communication skills.
• Good problem-solving skills and the ability to work independently.
• A hunger to learn and grow professionally facilitated through a formal Mentorship Program.

Posted on 07 Oct 11:09, Closing date 6 Dec

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