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Financial Planning Expert

3 weeks ago

Pretoria, Gauteng, South Africa BRIGHTSURE GROUP Full time

About the Role

Brightsure Group is a trusted financial services provider, dedicated to delivering tailored insurance solutions that cater to diverse needs. This role focuses on guiding clients through financial planning strategies, ensuring their personal financial plans are effectively managed and aligned with certified financial standards.

Key Responsibilities

  • Develop and implement personalized financial plans to meet clients' objectives
  • Collaborate with clients to understand their financial goals and tailor plans accordingly
  • Maintain in-depth knowledge of finance and retirement planning to provide expert advice
  • Foster strong relationships with clients through exceptional communication and interpersonal skills