Financial Planning Specialist

4 weeks ago


Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

Financial Planning Specialist

Truesure Intermediary Services is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.

Responsibilities

* Analyze clients' financial situations and develop personalized financial plans
* Provide expert advice on investment strategies, insurance needs, and tax regulations
* Stay up-to-date with the latest financial trends, laws, and regulations
* Build and maintain long-term client relationships
* Collaborate with our team to deliver exceptional client service

Requirements

* Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred
* Strong knowledge of financial products, investment strategies, and tax regulations
* Excellent communication and interpersonal skills
* Ability to analyze complex financial data and provide sound recommendations
* Attention to detail and strong organizational skills
* Proficiency in financial planning software and tools

If you are a motivated and detail-oriented professional with a passion for financial planning, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications.



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