Investment Advisory Expert

5 days ago


Cape Town, Western Cape, South Africa Old Mutual South Africa Full time

About Our Company

Old Mutual Limited is a leading provider of financial solutions to retail and corporate customers across Africa.

We are committed to helping our customers achieve their long-term financial goals through expert advice and tailored financial solutions.

The Opportunity

This is a great opportunity for a Financial Advisor to join our team and make a real impact in the lives of our customers.

The successful candidate will be responsible for:

  1. Providing expert financial planning and retirement planning services
  2. Offering investment advice and financial solutions to clients
  3. Building strong relationships with clients to understand their financial needs and goals

Requirements

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Relevant certifications such as CFP or a degree in Finance
  • Experience in finance and investments


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