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Financial Planning Specialist
1 month ago
We are seeking a highly skilled Financial Planning Specialist to join our team in Gauteng. As a key member of our team, you will be responsible for providing expert financial advice and planning services to our clients.
Job Description:- Develop and implement personalized financial plans tailored to each client's unique needs and goals.
- Conduct thorough financial needs analyses to identify areas for improvement and provide recommendations for optimized financial outcomes.
- Build and maintain strong relationships with clients through exceptional customer service and proactive communication.
- Degree in Finance or related field.
- Proven experience in financial planning and advisory services.
- Strong knowledge of financial products and services.
- Excellent communication and interpersonal skills.
- Competitive salary: R600,000 per annum (estimated).
- Ongoing training and professional development opportunities.
- Collaborative and dynamic work environment.
We offer a comprehensive benefits package, including medical aid, life insurance, and retirement savings plan. If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply for this exciting opportunity.
