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Professional Financial Planner

2 weeks ago

Cape Town, Western Cape, South Africa Old Mutual South Africa Full time

Old Mutual South Africa is a leading insurance company with a diverse talent pool that reflects the African opportunity.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our team. The role at a glance involves championing valued customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, recommending and implementing suitable financial plans and solutions.

The ideal candidate will be action-oriented, able to balance stakeholders' expectations, build networks, collaborate effectively, communicate clearly, and demonstrate a customer-focused approach. They will also ensure accountability and make informed decisions.

To succeed in this role, you will require a Bachelor's Degree or equivalent qualification. We are committed to equal opportunities and adhere to our Employment Equity Plan.

Key Responsibilities:

  1. Identify and understand customers' financial needs
  2. Provide expert financial advice and guidance
  3. Develop and implement customized financial plans
  4. Maintain strong relationships with clients