One of our clients, a leader in the Financial Services industry, is seeking a Financial Planning Product Development Specialist to join their company located in Centurion. The successful incumbent will be responsible for the financial planning function of the company’s Sales Advice and Financial Planning product. This includes the development of philosophy, process and strategy. It will also include the customisation of the advice and financial planning product for the sales channels within the company.
Requirements:
• Must hold a Postgraduate degree in either; Finance, investments, legal or CFP
• Minimum of 7 years related experience
• Must hold experience in rendering financial planning services to natural persons which include the marketing of risk and investment products
• Must be computer literate