Senior Financial Services Consultant

1 week ago


East London, Eastern Cape, South Africa Old Mutual Full time
Job Title: Senior Financial Services Consultant

We are seeking a motivated and skilled professional to join our team as a Senior Financial Services Consultant.

About the Role:
  • This role involves providing expert financial advice to clients, identifying their needs, and recommending tailored solutions.
  • You will work closely with our valued customers to understand their goals and aspirations, and develop personalized financial plans to help them achieve success.
Key Responsibilities:
  1. To champion our clients' financial well-being by analyzing their current situation and creating comprehensive financial strategies.
  2. To identify potential risks and opportunities, and provide recommendations for mitigating risks and capitalizing on growth opportunities.
  3. To collaborate with internal stakeholders to develop and implement effective financial solutions that meet our clients' unique needs.
Requirements:
  • A Bachelor's degree in a related field, such as finance or accounting.
  • Minimum 5 years of experience in a financial services role, preferably in a similar industry.
  • Strong knowledge of financial products and services, including investment, insurance, and retirement planning.
What We Offer:
  • An estimated salary of R400,000 per annum, based on market rates and location.
  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive benefits package, including medical aid, pension fund, and annual leave.


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