Financial Advisor
Absa Group
Nơi làm việc
Ermelo
Hình thức tuyển dụng
Toàn thời gian
Chi tiết công việc
The ideal candidate will deliver both personalized and business solutions (investment and risk) to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans, and cross checking work to ensure complete accuracy of information, ensuring all levels of compliance have been met.
Responsibilities
• Provide financial planning support to clients
• Support both in-house and external product providers (open architecture), to cultivate relationships.
• Prepare financial needs analysis and check their accuracy
Qualifications
• Diploma/Degree in Finance or related field - NQF5 minimum, 120 credits
• 5+ years' of industry experience
• Strong understanding of holistic financial planning and business assurance
• Excellent interpersonal skills
