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Financial Planning Expert

1 week ago

East London, Eastern Cape, South Africa TN United Kingdom Full time

TN United Kingdom is seeking an experienced Financial Planning Expert to join our team.

The successful candidate will have a proven track record of developing and implementing effective financial plans that meet the needs of our valued customers.

We are looking for individuals who possess excellent analytical and problem-solving skills, as well as strong communication and interpersonal skills.

The ideal candidate will have a Bachelor's degree in a relevant field and at least 2 years of experience in financial planning or a related field.

Responsibilities:

  • Analyze customers' financial data and develop personalized financial plans
  • Provide expert advice and guidance on investment options and risk management strategies
  • Collaborate with internal teams to ensure seamless delivery of financial services
  • Stay up-to-date with industry trends and developments

Skills and Qualifications:

  • Bachelor's degree in finance, business, or a related field
  • At least 2 years of experience in financial planning or a related field
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

About Us:

TN United Kingdom is a leading insurance company committed to delivering exceptional financial services to our customers.

We value innovation, collaboration, and customer satisfaction above all else.