Financial Planning Professional
2 days ago
African Ambition is seeking a skilled Financial Planning Professional to play a crucial role in helping individuals and businesses achieve their financial goals.
The ideal candidate will have a proven track record of accomplishment in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.
Key Responsibilities:
- Conduct thorough financial needs analysis for clients to understand their goals and objectives.
- Develop and implement customised financial plans to meet clients' short and long-term goals.
- Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
Benefits:
- Short term Insurance/ Long Term Insurance
- Commercial Sales
- Life Investment
- Wealth Investment
Requirements:
- RE 5
- Bachelor's degree in Finance, Business Administration, or related field (for recent graduates).
- Minimum 2 years of experience in financial advisory services with proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations.
R15 000 per annum, Gauteng, Johannesburg
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