Financial Advisor
SanlamBloemfontein, Free State, South Africa30+ days ago
Job descriptionBachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills Mid-Senior level Full-time Finance and Sales
2 days ago Be among the first 25 applicants
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
Seniority level
Employment type
Job function
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Financial Advisor • Bloemfontein, Free State, South Africa
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