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Financial Planning Specialist

2 weeks ago

Bloemfontein, Orange Free State, South Africa Old Mutual South Africa Full time

**About Us**

Old Mutual South Africa is a leading financial services provider in the region. Our mission is to help individuals achieve their long-term financial goals while contributing to the betterment of their communities.

We are committed to delivering exceptional service and innovative solutions to our customers, ensuring that they receive tailored advice and support at every stage of their financial journey.

This role offers a unique opportunity for a motivated and skilled Financial Advisor to join our team and make a meaningful impact in the lives of our customers.

**Key Responsibilities**

  • Develop and implement comprehensive financial plans that cater to the diverse needs of our clients.
  • Analyze financial data and provide expert advice on investment strategies, retirement planning, and wealth management.
  • BUILD strong relationships with clients and ensure that they receive timely and personalized support throughout their financial journey.

**Requirements**

  • Demonstrated expertise in financial planning, retirement planning, and investments.
  • Strong analytical and problem-solving skills, with the ability to communicate complex concepts to clients in a clear and concise manner.
  • Relevant certifications such as CFP or CFA, with a strong understanding of industry trends and best practices.
  • Excellent interpersonal and communication skills, with the ability to work effectively in a team environment.