Financial Planning Specialist

7 days ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Paraplanning Opportunity

We are seeking a skilled paraplanner to join our team at The Recruitment Council. As a leading firm in the financial industry, we offer a dynamic work environment where your expertise can shine.

Key Responsibilities:

  • Develop and implement financial plans for clients, utilizing knowledge of life insurance, retirement, investments, and estate planning.
  • Prepare quotes and conduct financial needs analysis to identify opportunities for growth.
  • Manage and resolve customer queries, ensuring exceptional service and building strong relationships.
  • Collaborate with clients to understand their financial goals and objectives, providing tailored solutions to meet their needs.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to drive business growth and improve client outcomes.

Requirements:

  • Proven experience in paraplanning, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Self-motivated and able to work independently, with a strong attention to detail and ability to manage multiple priorities.
  • Ability to analyze complex financial data and develop effective solutions.

What We Offer:

  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, reflecting your value to our team.
  • The chance to work with a leading firm in the financial industry, making a real impact on the lives of our clients.


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