Financial Advisor

4 days ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

Company Description

Old Mutual Limited is a pan-African financial services company listed on the Johannesburg Stock Exchange with additional listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. We are dedicated to Africa, focusing on its needs and people. Old Mutual has a longstanding history of educating children, empowering small businesses, and improving infrastructure across the continent.

Role Description

This is a full-time on-site role for a Financial Advisor located in the Port Elizabeth Metropolitan Area. The Financial Advisor will be responsible for providing financial planning and advisory services, assisting clients with retirement planning, and managing investment portfolios. Day-to-day tasks include meeting with clients, assessing their financial needs, offering investment advice, and creating comprehensive financial plans tailored to individual circumstances.

Qualifications

  1. Experience in Financial Planning and Financial Advisory services
  2. Knowledge of Finance and Investments
  3. Proficiency in Retirement Planning
  4. Excellent communication and interpersonal skills
  5. Ability to work independently and in a team
  6. Relevant financial services certifications and a Bachelor's degree in Finance, Economics, or a related field
  7. Previous experience in the financial services industry is a plus
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