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Certified Financial Advisor

1 week ago

Randburg, Gauteng, South Africa PPS Full time
Financial Services Specialist

We are looking for a highly skilled financial services specialist to join our team. As a financial advisor, you will be responsible for providing expert advice and guidance to clients on their financial plans. This includes preparing and presenting proposals, meeting clients, explaining complex information, managing client relationships, and adhering to compliance standards. We require someone with strong business acumen, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Key Responsibilities:
  • Provide expert advice and guidance to clients on their financial plans.
  • Prepare and present proposals to clients.
  • Meet with clients to understand their financial objectives.
  • Explain complex information relating to financial advisory services.