Senior Financial Planning Specialist

3 weeks ago


Pretoria, Gauteng, South Africa Old Mutual Full time

Job Summary

This role involves providing expert advice on a range of financial products to allocated markets and achieving results through individual efforts.

The position falls within the FAIS ambit related to Category B and requires compliance with FAIS requirements, including Honesty and Integrity, competence, and relevant qualifications.

Key Responsibilities

  • Provides advice in line with customer value proposition and compliance framework.
  • Develops, tracks, and reviews business plans to meet individual performance targets.
  • Works in specific allocated markets and with a range of financial products.
  • Prospecting is limited, and the role receives a base salary and bonuses, with no commission.

Requirements

  • Successful candidates must meet FAIS requirements, including competence and relevant qualifications.
  • They must also comply with the customer value proposition and compliance framework.

Working at Old Mutual

The successful candidate will join a reputable financial services company, working closely with allocated markets and financial products.



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