Personal Finance Consultant

5 days ago


Cape Town, Western Cape, South Africa SANLAM Full time

Are you a detail-oriented and goal-driven individual looking for a new challenge? Do you have a passion for helping others achieve their financial goals? If so, we encourage you to apply for the role of Personal Finance Consultant at SANLAM.

About the Role

In this position, you will work closely with clients to understand their unique financial situations and provide tailored advice on managing their finances effectively. This may involve:

  • Conducting financial needs analyses to identify areas for improvement
  • Developing personalized financial plans, including budgeting, savings, and investment strategies
  • Providing expert advice on managing debt, credit, and other financial obligations
  • Helping clients set and achieve long-term financial goals, such as buying a home, funding education expenses, or retiring comfortably

To succeed in this role, you will need:

  • A strong understanding of personal finance concepts, including budgeting, saving, and investing
  • Excellent communication and interpersonal skills, with experience working with diverse client groups
  • High-level analytical and problem-solving skills, with the ability to interpret complex financial data
  • A high level of professionalism, integrity, and discretion when handling confidential client information

We offer a dynamic and supportive work environment, with opportunities for career growth and professional development. If you're passionate about helping others achieve their financial goals, we'd love to hear from you



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