Financial Planner

2 weeks ago


Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

Role Overview

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

Key Responsibilities

* Provide personalized financial planning and investment advice to clients
* Analyze clients' financial situations and develop tailored financial plans
* Stay up-to-date with the latest financial trends, laws, and regulations
* Collaborate with clients to understand their financial needs and goals
* Develop and implement effective investment strategies

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
* Ability to build and maintain long-term client relationships
* Proficiency in financial planning software and tools
* Strong ethical standards and commitment to client confidentiality

What We Offer

* Opportunity to work with a reputable and growing organization
* Collaborative and dynamic work environment
* Competitive compensation and benefits package
* Professional development and growth opportunities

If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply.


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