Senior Financial Planning Specialist
3 weeks ago
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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