Unlock Your Potential as a Financial Advisor

4 days ago


Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time
Financial Services Job Description

The role of a Financial Advisor at our organization is to champion our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Responsibilities:

  • Providing expert financial advice
  • Assessing customer financial needs
  • Designing and implementing financial plans
  • Monitoring and reviewing customer progress
  • Providing ongoing support and guidance

Requirements:

  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Highly motivated and driven individual
  • Passion for delivering exceptional customer service

Educational Background:

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

We strive to create a workplace culture that values integrity, respect, and inclusivity.

Old Mutual Limited is committed to promoting employee health and wellness.



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