Financial Planning Coordinator

2 weeks ago


Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

We are seeking a detail-oriented and customer-focused professional to provide financial advice and support to clients, helping them achieve their financial goals.

Key Responsibilities:
  • Assist clients with financial planning and investment decisions.
  • Provide information on various financial products and services.
  • Assess clients' financial needs and recommend suitable products.
  • Manage client accounts and maintain accurate records of transactions.
  • Conduct market research to stay updated on financial products and trends.
  • Handle client inquiries and resolve issues promptly.
  • Prepare financial reports and documentation.
  • Work closely with senior financial advisors to develop and implement financial plans.
  • Ensure compliance with all financial regulations and company policies.
  • Build and maintain strong client relationships through excellent customer service.

Requirements:

  • No prior experience is required, but it is a plus.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Detail-oriented with a high level of accuracy.
  • Proficiency in using financial software and tools.
  • High school diploma or equivalent; a degree in finance, economics, or a related field is preferred.
  • Willingness to learn and grow within the company.

Compensation: We offer a competitive salary of $45,000 - $60,000 per year, depending on experience.



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