Financial Services Specialist
1 month ago
We are seeking a skilled Financial Services Specialist to provide expert financial advice and guidance to our clients. The ideal candidate will have a strong understanding of financial planning and be able to identify and recommend suitable financial solutions.
Key responsibilities include:
- Conducting financial needs analyses to understand client goals and objectives
- Providing proactive financial services to clients, including investment and insurance advice
- Building and maintaining strong relationships with clients to ensure their ongoing financial well-being
- Staying up-to-date with industry developments and regulatory requirements to ensure compliance
Requirements:
- Grade 12 plus NQF level 5 qualification
- RE5 certification
- A CFA is an added advantage
- Minimum of 2 years experience in financial services
As a Financial Services Specialist with Boikago Group, you will have the opportunity to work with a dynamic team and contribute to the growth and success of our organization.
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