Morebo is offering exciting career opportunities in South Africa’s financial advisory landscape, with unlimited earning potential for motivated individuals. We offer full training, accreditation and the opportunity to build your own practice.
If you qualify, based on the requirements mentioned below and you are looking for personal growth in this industry, please email your CV to firstname.lastname@example.org
Read more below:
We pride ourselves as being an established Top 10 advisory business in South Africa with an undeniable culture of entrepreneurial success, and undisputed knowledge in financial advisory services; well-respected in the industry with an exceptional track record.
To find out more about exciting opportunities in joining Morebo read our informative Careers Information Brochure here.
Purpose of the Job
To work collaboratively with Advisors/Consultants, services providers such as Liberty, Stanlib, Discovery and stakeholders across the wider business to support the efficient processing, investigation, and management of new/existing and potential business. The Divisional Administrator will work as an integral member of the team and provide administrative support to enable the Advisory/Consultancy team to manage the workflow, follow-ups, logging and maintaining accurate data in the Customer Management System (CRM) to ensure a proactive and seamless customer service.
Duties and Accountabilities
- To contribute to the efficient and holistic operations of the Division by supporting the Advisors/Consultants within allocated portfolio to achieve their financial goals and targets.
- When required, manage, and organise appointment calendar and schedule client meetings/appointments for the Advisors/Consultants.
- Process new business/servicing transaction requests allocated on Elite Wealth within turnaround times at the same time adhering to processing requirements, compliance and controls imposed.
- Perform administrative functions such as answering phone calls, responding to emails, preparing written quotations, welcome and case acceptance emails, and documents, including office correspondence, memos and presentations.
- Ensure that all supporting case documentation is scanned to Elite Wealth upon receipt of new business/servicing case.
- Provide compliance support to the Advisors/Consultants, including maintaining client engagement records with regards to all compliance requirements.
- Maintain client records on the Customer Management System (CRM) and ensure that records are accurately updated at all times. Retain documentation for a period as required by the legislation.
- Build and maintain relationships with all internal and external stakeholders.
- Ensure an exceptional customer experience for all our internal and external by swiftly and accurately responding to and resolving all requests and queries within set-turnaround times. When necessary, escalate complaints to the Line Manager and ensure all relevant parties are informed of the resolution.
- Communicate effectively across Divisions/Units and service providers to ensure the delivery of outstanding information and/or feedback.
- Contribute to the continuous improvement process by identifying and suggesting improvements to new and existing procedures / systems.
- Proactively anticipate issues/problems and exhibit a high sense of urgency in working towards solutions.
- Attend product, technical, systems and other prescribed training as arranged from time to time.
- Stay up to date with relevant product, technical and systems knowledge.
- Take ownership for driving own career development.
- Perform any other duties as may reasonably be required by management.
QUALIFICATIONS AND EXPERIENCE
• Matric or equivalent of Senior certification
• Industry specific NQF 5 tertiary qualification
• Diploma or Degree will be advantageous
• 2 – 3 years’ administration experience in the Life Insurance and/or Investment Industry
SKILLS AND COMPETENCIES
• Strong written and verbal communication skills
• Organized and detail oriented
• Ability to multi-task, manage time effectively, and work unsupervised
• Ability to maintain absolute confidentiality in dealing with client matters
• Strong problem solving and analytical skills
• Computer savvy with experience using Word, PowerPoint, Excel, Outlook and Elite Wealth
• Clear criminal and ITC records.
Should you meet the required qualifications, experience and skill set please email your CV and supporting documentation to email@example.com.
Experienced Financial Advisor
Join Our Team as an Experienced Financial Advisor!
A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive in a collaborative and client-centric environment, we want to hear from you!
– Provide comprehensive financial planning and investment advice to clients.
– Build and maintain strong client relationships through effective communication and trust-building.
– Analyse and assess clients’ financial situations, goals, and risk tolerance to develop personalized financial strategies.
– Stay abreast of market trends, economic developments, and financial products to provide informed and strategic advice.
– Collaborate with internal teams to deliver a seamless and exceptional client experience.
-Valid driver’s license
-Own reliable vehicle
-Clear ITC and criminal record
– Minimum of 3 years of experience as a Financial Advisor.
– Bachelor’s degree in finance, business, or related field preferred.
– Proven track record of meeting and exceeding sales targets.
– Strong knowledge of financial planning, investment products, and market trends.
– Excellent interpersonal and communication skills.
– Relevant certifications such as CFP, would be an advantage.
Why Choose Morebo as Your Next Career Move:
– Unlock fulfilment, purpose, and financial success as a Senior Financial Advisor, surpassing your previous accomplishments.
– Embark on a journey of self-discovery with us, activating inspiration and motivation to turn your dreams into reality.
– At Morebo, we consider empowering our Senior Financial Advisors as our paramount contribution to the world.
– Benefit from our educational trust, dedicated to supporting your ongoing learning and developmental milestones.
– Tailor your unique business strategy with our support, harnessing your strengths for organic success in your role.
How to Apply:
If you are a results-driven and client-focused Financial Advisor looking for a new and exciting opportunity, please submit your CV and a cover letter outlining your relevant experience to firstname.lastname@example.org
Join us in shaping the financial future of our clients and be a part of a team that values innovation, and excellence!
Entry-Level Financial Advisor
Are you passionate about finance and eager to start a rewarding career in the financial industry? We are currently seeking enthusiastic individuals to join our team as Entry-Level Financial Advisors. This is a fantastic opportunity for those with little to no experience in the field to kickstart their career and receive comprehensive training from industry experts.
- Client Relationship Building: Develop and maintain strong relationships with clients by understanding their financial goals and providing personalized advice.
- Financial Planning: Assist clients in creating comprehensive financial plans, including budgeting, investment strategies, and retirement planning.
- Product Knowledge: Stay up to date on financial products and services to recommend suitable options for clients.
- Risk Management: Assess and manage risks associated with financial investments, ensuring clients make informed decisions.
- Compliance: Adhere to industry regulations and company policies to maintain a high standard of professionalism and ethics.
– Matric or Bachelor’s degree.
– Strong interpersonal and communication skills.
– Eagerness to learn and develop financial expertise.
– Ability to work in a dynamic and fast-paced environment.
-Valid driver’s license
-Own reliable vehicle
-Clear ITC and criminal record
Training and Development:
We believe in investing in our team members’ success. Successful candidates will undergo a comprehensive training program covering financial planning, investment strategies, and client management. Ongoing mentorship and professional development opportunities will be provided to support your growth in the financial advisory field.
– Unlimited commission and performance-based incentives.
– Continuous learning opportunities.
How to Apply:
If you are ready to embark on a fulfilling career in finance and make a positive impact on clients’ lives, please submit your CV and a cover letter detailing why you are interested in becoming a Financial Advisor at Morebo. Email your application to email@example.com
Join us in shaping the financial future of our clients while building a successful career for yourself. We look forward to welcoming motivated individuals to our team!