Financial Planning Specialist
3 days ago
Gayede BlueStar is a licensed entity under Sanlam Financial Services, dedicated to financial empowerment in South Africa.
We offer comprehensive financial services tailored for personal and corporate needs at our strategic locations in Richard's Bay, Pietermaritzburg, Kokstad, Bizana, and Durban.
This full-time hybrid role for a Financial Advisor at Gayede BlueStar involves:
- Developing and implementing financial plans that meet clients' needs.
- Providing expert advice on retirement planning and investments.
- Delivering personalized financial advisory services to clients.
The ideal candidate will possess strong analytical and problem-solving skills, excellent communication abilities, and relevant certification or a Bachelor's degree in Finance, Economics, or a related field.
Key Responsibilities:
- Financial planning and analysis.
- Retirement planning and investment advisory.
- Financial advisory services delivery.
Required Skills and Qualifications:
- Financial Planning and Finance expertise.
- Retirement Planning and Investments knowledge.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively.
- Relevant certification or Bachelor's degree in Finance, Economics, or a related field.
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