Financial Planning Specialist
2 semanas atrás
Job Title: Financial Planning Specialist
Job Summary:
NMG Benefits is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing holistic financial advice to our clients, helping them achieve their financial goals and aspirations.
Key Responsibilities:
- Provide financial planning advice to clients across various dimensions, including savings and retirement, investments, life and ancillary risk planning, and estate and legacy planning.
- Maintain and grow a book of clients, maximizing cross-selling opportunities and performing regular reviews.
- Provide superior client service, ensuring timely, considered, and fair advice that meets and exceeds client expectations.
Requirements:
- A bachelor's degree in a financial discipline, such as financial planning, accounting, banking, economics, or investments.
- NQF5 wealth management or higher appropriate qualification.
- RE5 Regulatory Examination Certificate.
- Class of Business Training Certificates.
- FAIS fit, proper, and accredited.
- Three or more years of financial planning experience.
About NMG Benefits:
NMG Benefits is a leading provider of consulting, actuarial, and administration expertise in the healthcare and retirement fund environments. We offer end-to-end solutions across the healthcare, retirement fund, and financial planning needs of employers and their employees.
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