Financial Services Expert

3 weeks ago


Sandton, South Africa Hello Group Recruitment Full time
About the Role

We are seeking a highly skilled Funds and Investment Advisor to join our team at Hello Group Recruitment. The successful candidate will be responsible for providing expert advice and guidance to clients regarding loan options, assessing their financial needs and eligibility, and recommending suitable loan products.

In this role, you will help clients understand loan terms, interest rates, and repayment plans, ensuring they make informed decisions. You will also assist in completing loan applications, coordinating with lenders, and managing the approval process to secure financing for clients.

Key Responsibilities:

  • Assess client financial needs and evaluate eligibility for loan options
  • Recommend suitable loan products and provide guidance on loan terms and interest rates
  • Assist clients in completing loan applications and coordinating with lenders
  • Manage the approval process to secure financing for clients


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