Digital Financial Planner & Client Advisory Specialist
Boardroom Appointments
Full-time
IT Management & IT Project Management
Location
centurion, gauteng, South-Africa
Posted
June 30, 2026
Job Description
A financial services company in Centurion is seeking an experienced Financial Advisor to engage with clients on their financial wellness. The ideal candidate will have a degree in Financial Planning, Business, Finance, or Economics and 13 years of sales experience in the insurance industry. Responsibilities include conducting financial needs analysis, providing tailored financial advice, and maintaining client relationships while adhering to compliance standards. This role is essential in enhancing clients' financial well-being and meeting set performance targets.
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