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Financial Planning Specialist

1 week ago

East London, Eastern Cape, South Africa Old Mutual Full time

Unlocking Financial Potential with Old Mutual

We are seeking an experienced professional to join our team as a Financial Planning Specialist. The role involves working closely with customers to understand their financial needs and develop personalized solutions to meet their goals.

Responsibilities:
  • Analyze customer financial data and identify areas for improvement
  • Develop and implement customized financial plans and solutions
  • Maintain accurate records and provide regular progress updates
Required Skills and Qualifications:

Essential Competencies:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
Benefits:

As a valued member of our team, you will have access to competitive compensation and benefits packages, including comprehensive health insurance and retirement savings options.