Financial Planning Analyst supporting financial planning and performance management at Paraná Banco. Collaborating across departments to optimize financial processes and achieve strategic goals.
About the role
- Aspiring Financial Adviser at Old Mutual guiding customers to meet financial needs. Engaging in sound financial planning and providing tailored financial solutions.
Responsibilities
- Championing our valued customers to achieve their lifetime goals by identifying their financial needs
- Providing sound financial advice
- Recommending and implementing "fit for purpose" financial plans and solutions
Requirements
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Benefits
- health insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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