Financial Advisor

3 days ago

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

Company Description

Old Mutual Limited is a Pan-African financial services company with a focus on Africa and her people. The company is listed on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. Old Mutual has a proud history of empowering small businesses, improving infrastructure, and educating children in Africa.

Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Available Positions

  1. Experienced Financial Advisor
    Candidates with at least 2 to 3 years' experience as a Financial Advisor, who meets the industry Fit & Proper requirements.
  2. Professional Graduate Financial Advisor
    Our ideal candidates will have a 3-year completed degree in law, accounting, or commerce, along with 3 to 5 years of experience. And No DOFA (date of first appointment).
  3. Aspiring Financial Advisor
    Candidates with at least 2-3 years of sales experience, who are no younger than 25 years of age and have a minimum Matric qualification.

Requirements:

  • Valid Driver's License - Required
  • Access to a Vehicle - Required
  • Residence in the Gqeberha (Port Elizabeth) - Required (or relative surrounding areas)

Education:

  • High School (Grade 12) – Required
  • Bachelor's Degree (B) – Advantageous
  • NQF 5-8 Financial Planning – Advantageous

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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