Financial Services Manager

1 day ago


Pretoria, Gauteng, South Africa Ttt Financial Group Full time

About the Role:

We are seeking a highly motivated and experienced Financial Advisor to join our team at Ttt Financial Group. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, developing and implementing financial plans, and staying up-to-date with market trends and regulatory changes.

Responsibilities:

  • Provide personalized financial planning and advice to clients.
  • Conduct financial analyses and create customized financial plans.
  • Identify and recommend investment opportunities for clients.
  • Maintain accurate records of client interactions and financial plans.

Requirements:

  • Class of Business for long-term category products.
  • RE5 for Representatives.
  • Relevant certifications such as CFP or CFA are a plus.
  • Strong analytical and problem-solving skills.

Ttt Financial Group Culture:

Ttt Financial Group values collaboration, creativity, and open communication. Our team is dedicated to delivering exceptional results and building strong relationships with our clients.



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