Financial Planning Consultant

5 days ago


Cape Town, Western Cape, South Africa Ogilvy Social Full time

We are looking for an experienced Financial Planner to join our team at Ogilvy Social. As a Financial Planner, you will be responsible for creating and implementing customized financial plans for clients, identifying new business opportunities, and building strong relationships with existing clients.

About the Role

The successful candidate will have a strong background in finance and a proven track record of success in financial planning. They will be highly motivated, results-driven, and possess excellent communication and interpersonal skills.

Key Responsibilities
  • Create and implement comprehensive financial plans for clients.
  • Analyze client financial data to identify areas for improvement.
  • Bid on new business opportunities and build strong relationships with existing clients.


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