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Financial Planning Expert

3 weeks ago

Pretoria, Gauteng, South Africa Goodwill Solutions Full time

Company Overview

Goodwill Solutions is a licensed Financial Service Provider that focuses on delivering exceptional service and advice to clients. Our mission is to ensure that every customer receives the best financial guidance possible, tailored to their unique needs and aspirations.

We stand out in the industry for our commitment to excellence and customer-centric approach. Our expert advisory services are designed to help clients achieve their financial goals and secure their financial futures.

Job Description

This full-time hybrid role for a Senior Financial Advisor is located in Benoni with some remote work options available. The successful candidate will be responsible for providing comprehensive financial planning and advisory services to clients, including retirement planning, investments, and wealth management.

Daily tasks will include:

  1. Analyzing clients' financial situations
  2. Developing individualized financial plans
  3. Staying abreast of market trends to offer informed advice

Required Skills and Qualifications

To be considered for this role, candidates should possess:

  1. Strong financial planning and finance skills
  2. Retirement planning and investments expertise
  3. Proven experience in financial advisory
  4. Effective communication and interpersonal skills
  5. Ability to build and maintain client relationships
  6. Professional certifications (COB and RE5)