Pension Fund Advisor
2 days ago
Financial Planning and Advisory Services
The Panel Group provides comprehensive financial planning and advisory services to individuals and businesses. Our team of experienced Financial Advisors works closely with clients to understand their financial goals and objectives.
The Role:
- Meet with new clients and guide them through the financial planning process, identifying their needs and opportunities for new business.
- Conduct annual client reviews to ensure optimal investment strategies are in place.
- Liaise with sector specialists and other advisors within the firm to provide comprehensive services to clients.
- Manage referrals from existing clients to grow the business.
Requirements
- Hold a QFA qualification and have at least 3 years of direct experience in financial planning.
- Possess strong Life and Pensions knowledge and excellent communication skills, both written and verbal.
- Be able to work independently as well as collaborate effectively with the team.
- Have proficiency in Microsoft Office Suite.
Benefits:
- Group Life Assurance
- Medical Aid/Health Care
- Laptop
- Pension Fund
- Performance Bonus
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