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Financial Advisor

7 days ago

Benoni, Gauteng, South Africa Old Mutual Full time

This role requires an individual with exceptional interpersonal skills to provide tailored financial advice to customers. The successful candidate will have a strong understanding of personal finance and be able to communicate complex information in a clear and concise manner.

Job Description

The primary responsibility of this role is to provide professional financial advice to customers, taking into account their individual circumstances and goals. This includes:

  • Providing personalized financial plans and recommendations
  • Conducting regular reviews to ensure customer needs are being met
  • Maintaining accurate records of customer interactions and transactions
Requirements

To be successful in this role, the ideal candidate will possess:

  • A Grade 12 certificate
  • FAIS compliance
  • Relevant work experience in sales or a related field
  • Excellent communication and interpersonal skills
  • Proven computer literacy

In addition to these requirements, the company values diversity and inclusion, and seeks to attract talented individuals who can contribute to a positive and dynamic work environment.