Financial Planning Specialist

4 days ago


Newcastle, KwaZulu-Natal, South Africa The Recruitment Council Full time

The Recruitment Council is seeking a highly skilled Financial Planning Specialist to join their team. This individual will contribute to the overall profitability of the business by assisting advisory partners with supporting documentation and compliance requirements for existing and new clients.

Key Responsibilities:
  1. Assist in the preparation of financial plans, proposals, and reports.
  2. Conduct thorough analysis of clients' financial situations and provide recommendations for investment strategies.
  3. Develop and maintain relationships with clients to ensure their financial goals are met.
  4. Stay up-to-date on industry trends and regulatory changes to ensure compliance.
Required Skills and Qualifications:
  • Certified Financial Planner (CFP) designation or equivalent.
  • Postgraduate diploma in finance or related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
Benefits:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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