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Financial Planning Specialist

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

The role of a Financial Planning Specialist involves working closely with customers to understand their financial objectives and develop personalized plans to achieve them. Successful applicants should possess exceptional customer focus, strong analytical skills, and a consultative approach to sales.

Job Requirements
  • Analyze customer financial data to identify trends and opportunities
  • Develop and implement customized financial plans to meet client needs
  • Maintain strong relationships with customers through proactive communication
Essential Skills

Hold a relevant qualification such as a Higher Certificate or equivalent. Ability to drive results, balance stakeholders' expectations, and communicate effectively are must-haves.

We strive to create a diverse and inclusive work environment where everyone feels valued and respected. All appointments are made in accordance with our Employment Equity Plan and designated groups.

Our organization prioritizes employee health and safety, advocating for full vaccination against Covid-19. Refer to our vaccination policy guidelines for further information.