Senior Financial Services Specialist

2 days ago


Randburg, Gauteng, South Africa Dante Personnel Full time

We are seeking a highly skilled Senior Financial Services Specialist to join our team at Dante Personnel in Pretoria. As a key member of our financial planning department, you will play a crucial role in providing expert advice and guidance to clients.

About the Role

The successful candidate will be responsible for conducting thorough financial assessments, identifying areas for improvement, and developing personalized plans to achieve clients' financial goals. With a strong focus on delivering exceptional service, you will build and maintain long-term relationships with clients, ensuring their trust and loyalty to our company.

In this dynamic role, you will have the opportunity to work closely with clients from diverse backgrounds, understanding their unique financial challenges and objectives. Your expertise and professionalism will make a significant impact on their lives, helping them achieve financial stability and success.

Requirements
  • A degree in finance, accounting, economics or a related field is required.
  • Excellent knowledge of Excel, Word, and Outlook is essential for effective communication and data analysis.
  • Proficiency in Afrikaans and English is beneficial for serving a multilingual client base.
  • A minimum of 3 years' experience in financial planning is advantageous, but not mandatory.
What We Offer

As a valued member of our team, you can expect a competitive salary of approximately R500,000 per annum, based on your qualifications and experience. Our comprehensive benefits package includes opportunities for professional growth, a supportive work environment, and a chance to make a meaningful difference in people's lives.

At Dante Personnel, we are committed to fostering a culture of excellence, integrity, and respect. If you are a motivated and dedicated individual who shares our values, we encourage you to apply for this exciting opportunity.



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