FP&A Manager driving financial planning and reporting processes at med - tech company Hilo by Aktiia. Focused on budgeting, forecasting, performance analysis, and business partnering for better decision - making.
About the role
- Financial Adviser offering expert advice to clients in South Africa. Assisting in achieving financial goals while building strong relationships and staying informed on market trends.
Responsibilities
- Provide financial advice to clients
- Assist clients in achieving their financial goals
- Conduct client meetings and presentations
- Build and maintain strong client relationships
- Remain informed about financial products and market trends
Requirements
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous
- A valid driver’s licence and own car
- A clear criminal and credit check
- Skills: Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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