Personal Financial Adviser

2 weeks ago


Centurion, Gauteng, South Africa Snaphunt Full time

The Opportunity

  • Join a leading company in the Insurance industry
  • Enjoy flexible work arrangements
  • Be part of a company with a proven history of success

The Responsibilities

In this role, you will:

  • Collaborate with client relationship managers to deliver timely and relevant investment advice
  • Conduct financial evaluations
  • Create customized financial plans and offer strategic investment guidance
  • Cultivate lasting client connections

The Requirements

  • High school diploma or equivalent
  • Valid driver's license and reliable transportation
  • Strong interpersonal abilities
  • Skilled in networking and building relationships
  • Driven by goals and thrive in dynamic settings
  • Effective team player with the ability to interact with various stakeholders

About the Company

Our client is an authorized Controlling Company affiliated with the Recognized Old Mutual Limited Insurance Group


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