Financial Planning Specialist

7 days ago


Johannesburg, Gauteng, South Africa Future Careers Full time

We are seeking a skilled Financial Planning Specialist to join our team at Future Careers. As a key member of our organisation, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions.

About the Role

The successful candidate will be responsible for conducting thorough financial needs analysis for clients to understand their goals and objectives.

  • This will involve developing and implementing customised financial plans to meet clients' short and long-term goals.
  • You will provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
  • Your primary focus will be on building and maintaining strong relationships with clients through proactive communication and exceptional service.
  • To succeed in this role, you must stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
  • Collaboration with team members is essential to achieving collective goals and contributing to the overall success of the organisation.
Requirements

To be considered for this position, you will need:

  • Matric/Grade 12 qualification.
  • RE5 and full FAIS credits.
  • A valid driver's license and access to a reliable vehicle.
  • At least 2 years of field sales experience.


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