SFG Engineering Services

A group of companies providing investment consulting for residential buy-to-let investments. Group services include securing bank finance, providing legal and statutory services to setup investment structures, accounting, tax planning, wealth management, and property rental management.

This individual will be working closely with the Property Portfolio Planner, who is a CA (SA), to prepare Wealth Plans and consult with high net worth property investors.

 

Job requirements:

  • Minimum 2 – 5 years’ financial planning/property experience
  • At least 2 years sales experience
  • Consulting
  • Sales & marketing
  • Financial planning
  • Investments
  • Dealing with high net worth clients
  • Life cover policies

 

Qualifications:

  • Grade 12
  • Registration with Board for a valid Fidelity Fund Certificate will be required
  • BCom Degree/ BCom Economics/ BCom Finance
  • Post Graduate Diploma
  • BCom Honours Degree

 

Skills required/other requirements

  • Financial Planning process
  • Proven sales records
  • Financial planning & cash flows
  • Client budgeting
  • Tax knowledge an advantage
  • Property market & economic principles
  • Property financing an advantage
  • Trust & company knowledge an advantage
  • CFP Designation
  • Communication & interpersonal skills
  • English and Afrikaans
  • Confident/assertive
  • Excel advanced skills
  • Well-presented
  • Building & maintaining long term relationships
  • Own transport
  • Well organised
  • Administration skills
  • Telephone skills
  • Sales skills
  • Positive attitude
  • Business sense
  • Work under pressure
  • Computer literate

 

If you do not receive a response within 2 weeks of application, please consider your application unsuccessful

To apply for this job email your details to michelle@sfgengineering.co.za