Life & Investment Broker - CFP-Ready (Pretoria)

Hfm Human Financial Management; Pretoria; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A financial consulting firm in Pretoria is seeking a qualified Life and Investment Broker to join their team. The ideal candidate will have a CFP qualification, experience in life insurance and investment solutions, and strong analytical and communication skills. This full-time role offers the opportunity to work in a dynamic environment dedicated to helping clients secure their financial futures.

Qualifications

• Experience in life insurance and investment solutions.
• Ability to work on-site in Pretoria.

Responsibilities

• Help clients secure their financial futures with confidence.
• Work alongside a team of financial professionals.

Skills

Financial Needs Analysis & Planning

Investments

Finance

Analytical skills

Problem-solving abilities

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, or related field

CFP, CFA (NQF8)

Job description

A financial consulting firm in Pretoria is seeking a qualified Life and Investment Broker to join their team. The ideal candidate will have a CFP qualification, experience in life insurance and investment solutions, and strong analytical and communication skills. This full-time role offers the opportunity to work in a dynamic environment dedicated to helping clients secure their financial futures.