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Financial Services Specialist

2 weeks ago

Johannesburg, Gauteng, South Africa Future Careers Full time
Job Description

We are seeking a motivated professional with a proven track record in financial advisory services to join our team at Future Careers. As a Financial Services Specialist, you will be responsible for conducting thorough financial needs analysis for clients to understand their goals and objectives.

You will develop and implement customised financial plans to meet clients' short and long-term goals, providing ongoing support and guidance throughout the process. Your ability to build and maintain strong relationships with clients through proactive communication and exceptional service is crucial to your success in this role.

In addition to your excellent communication skills, you will need to stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve our clients. Collaboration with team members is also essential to achieve collective goals and contribute to the overall success of the organisation.