Financial Planning Specialist

4 days ago


Rustenburg, North-West, South Africa Info Personnel Full time
About the Role

We are seeking a highly skilled and experienced Financial Advisor to join our team at Info Personnel.

As a Financial Advisor, you will play a critical role in providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide comprehensive financial planning and advisory services to clients, including budgeting, investment, and risk management.
  • Develop and maintain strong relationships with clients, understanding their needs and delivering tailored solutions.
  • Stay up-to-date with industry developments and trends, ensuring your expertise remains current and relevant.
Requirements
  • Grade 12 Diploma in Finance or equivalent qualification.
  • RE 5 Certificate.
  • A minimum of 2 years' experience as a Financial Advisor.
  • Excellent communication and interpersonal skills.
  • Proficiency in computer literacy and Microsoft Office applications.
What We Offer
  • A competitive salary of R20,000.00 per month plus 25% commission.
  • The opportunity to work with a reputable and established company, Info Personnel.
How to Apply

If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply for this exciting opportunity.



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