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MFC Financial Planning Specialist

1 week ago

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

We are looking for a highly motivated MFC Financial Planning Specialist to join our team.

This role involves providing financial planning services to customers, helping them achieve their financial goals and secure their futures.

The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients.

We require a minimum of 3 years working experience in sales or a related field, with proven computer literacy and excellent communication skills.

The ideal candidate will be a self-motivated individual with a passion for delivering exceptional customer service.

The role also requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and continuous professional development.

Key Responsibilities:

  • Provide financial planning services to customers, ensuring they receive tailored solutions that meet their needs.
  • Maintain superior service delivery through effective personal time and task management.
  • Engage in continuous personal development through attendance and completion of accredited courses and programmes.
  • Build solid relationships through strong interpersonal and communication skills.

Requirements:

  • A Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A valid Driver's licence and your own car
  • A clear criminal and credit check
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)