Financial Planning Specialist

3 weeks ago


Randburg, Gauteng, South Africa Dante Personnel Full time
Job Description:

We are seeking a skilled Financial Planning Specialist to join our team at Dante Personnel in Faerie Glen, Pretoria.

About the Role:

This is an exciting opportunity for a qualified professional to take on a challenging role in financial planning. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on their financial matters.

The ideal candidate will have a strong background in finance, accounting, or economics, and excellent knowledge of Excel, Word, and Outlook. Proficiency in Afrikaans and English would be a significant advantage. A minimum of 3 years' experience in financial planning is preferred.

Key Responsibilities:
  • Conduct thorough financial assessments and develop tailored plans to meet clients' needs.
  • Analyze financial data and make informed recommendations to clients.
  • Maintain accurate records and provide regular updates to clients.

The successful candidate will be a highly motivated individual with excellent communication and interpersonal skills. They will be able to work independently and as part of a team, and have a strong commitment to delivering exceptional results.

What We Offer:

As a Senior Investment Consultant, you can expect a competitive salary range of R450,000 - R650,000 per annum, depending on your level of experience and qualifications.



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