Financial Planning Professional

1 week ago


Johannesburg, Gauteng, South Africa Old Mutual South Africa Full time

We are seeking a skilled and motivated individual to join our team as a Financial Planning Professional.

About the Role

This role is about championing 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.

Key Responsibilities

  • Identifying customer financial needs
  • Providing financial advice and guidance
  • Developing and implementing financial plans
  • Maintaining strong relationships with customers

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.



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