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Personal Finance Advisor

1 week ago

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

About the Opportunity

We are seeking a highly motivated Personal Finance Advisor to join our team, someone who is passionate about helping customers achieve their financial goals.

The successful candidate will have a strong understanding of personal finance principles, including budgeting, saving, and investing.

The role at a glance is about providing expert advice and guidance to our valued customers, helping them make informed decisions about their finances.

Responsibilities
  • Provide personalized financial advice and guidance to clients
  • Help clients create and implement budgets and savings plans
  • Recommend investment options and manage client portfolios
Key Competencies

Communication skills, problem solving, time management, adaptability, teamwork, results orientation

Education and Qualifications

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent qualification

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