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Financial Planning Specialist

2 months ago

Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time
Job Title:

Financial Planning Specialist

About the Role:

We are seeking a highly skilled Financial Planning Specialist to join our team at Truesure Intermediary Services.

Key Responsibilities:
  • Provide financial advice to clients, helping them with their financial planning and investment needs.
  • Analyze clients' financial situations and develop personalized financial plans.
  • Stay updated with the latest financial trends, laws, and regulations to provide accurate and relevant advice to clients.

Requirements:

  • Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred.
  • Strong knowledge of financial products, investment strategies, and tax regulations.