Personal Financial Planning Advisor

4 days ago


Johannesburg, Gauteng, South Africa Old Mutual Full time
Opportunities
At Old Mutual, we offer a range of opportunities for career growth and development. As an Associate Financial Advisor, you will have the chance to develop your skills and expertise, take on new challenges, and contribute to our mission of creating a better future for our customers and communities. We offer a competitive salary and benefits package, flexible working arrangements, and opportunities for training and professional development.

About the Role
We are seeking a highly motivated and results-driven individual to join our team as an Associate Financial Advisor. In this role, you will play a critical part in helping our customers achieve their financial goals by providing expert advice, identifying solutions, and implementing effective plans. Your ability to build relationships, communicate effectively, and work collaboratively with colleagues will be essential to your success.

Key Responsibilities
- Identify customers' financial needs and provide personalized advice
- Develop and implement financial plans and solutions that meet customers' needs
- Build and maintain relationships with customers, colleagues, and other stakeholders
- Communicate effectively with customers and colleagues to ensure seamless service delivery
- Collaborate with colleagues to achieve business objectives

Requirements
- Bachelor's degree or high school diploma (Grade 12)
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
- Customer-focused approach
- Action-oriented and proactive mindset
  • Financial Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa African Ambition Full time

    Financial AdvisorBasic +Commission+ BenefitsLocation: Gauteng RoleOne of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors.Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering strategic advice on products and...

  • Financial Advisor

    1 day ago


    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...

  • Financial Advisor

    3 weeks ago


    Johannesburg, Gauteng, South Africa HR Studio Ltd Full time

    Were looking for A highly driven, money hungry, and motivated individual to become a Financial Advisor. You must be outgoing, a people person, and be able to successfully handle a high-pressure environment. Whats the role? You will be responsible for : The role at a glance is about championing our clients valued customers to achieve their lifetime goals by...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor Support Administrative RoleWe are seeking a dedicated and dynamic individual to join a growing advisory firm as a Financial Advisor Support. This role is primarily administrative, offering a great opportunity for someone with a passion for organization and accuracy to assist financial advisors in managing client portfolios and...


  • Johannesburg, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full time

    Job title : Professional Financial Advisor (Johannesburg)Job Location : Gauteng, JohannesburgDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries Role DescriptionThis is a full-time hybrid role as a Financial Advisor at IWCP. As a Financial Advisor, your day-to-day tasks will include providing financial planning advice,...

  • Financial Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa Hedz recruitment solutions Full time

    Calling All Qualified Financial AdvisorsAre you ready to level up your career with the #1 Risk Insurance FSP in the Country? Were looking for a rockstar Financial Advisor to join our clients winning teamWhy Them?Full Admin Support Focus on your clients while we handle the rest.Flexi Hours Work smarter, live better.Ongoing Training Stay ahead in the...

  • Financial Advisor

    3 days ago


    Johannesburg, Gauteng, South Africa Hedz recruitment solutions Full time

    Calling All Qualified Financial AdvisorsAre you ready to level up your career with the #1 Risk Insurance FSP in the Country? Were looking for a rockstar Financial Advisor to join our clients winning teamWhy Them?Full Admin Support Focus on your clients while we handle the rest.Flexi Hours Work smarter, live better.Ongoing Training Stay ahead in the...

  • Financial Planning

    6 days ago


    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Our client's mission is to push the boundaries of technology to solve complex problems and help businesses thrive in a digital-first world. They are seeking a Finance Business Partner to collaborate with business units and leadership teams, providing critical financial support and insights that drive strategic decision-making and business performance. In...


  • Johannesburg, Gauteng, South Africa One Spark Full time

    Are you a Financial Advisor ready to take your career to new heights? Join OneSpark, South Africas most innovative insurance brand, in partnership with Dis-Chem, one of the nations leading healthcare retailers. At OneSpark, were not just about selling insurance were about transforming lives and daring to make the impossible, possible.As a Financial Advisor...


  • Johannesburg, Gauteng, South Africa Old Mutual Full time

    We are seeking a highly skilled and motivated individual to join our finance team as a Senior Financial Advisor.This role is responsible for managing the maintenance of the organisation's general ledger and accounting records, developing and delivering plans for financial management and control, and supporting the implementation of financial systems process...

  • Financial Advisor

    1 week ago


    Johannesburg, Gauteng, South Africa One Spark Full time

    Are you a Financial Advisor ready to take your career to new heights? Join Dis-Chem Life South Africas most innovative insurance brand, and one of the nations leading healthcare retailers. As a Financial Advisor with Dis-Chem Life, you will be at the forefront of delivering cutting-edge insurance solutions that push boundaries. This isnt just another...

  • Financial Advisor

    24 hours ago


    Johannesburg, Gauteng, South Africa One Spark Full time

    Are you a Financial Advisor ready to take your career to new heights? Join Dis-Chem Life South Africas most innovative insurance brand, and one of the nations leading healthcare retailers. As a Financial Advisor with Dis-Chem Life, you will be at the forefront of delivering cutting-edge insurance solutions that push boundaries. This isnt just another...


  • Johannesburg, Gauteng, South Africa Old Mutual Full time

    Job title : Aspiring Financial Advisor (Johannesburg)Job Location : Gauteng, JohannesburgDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...


  • Johannesburg, Gauteng, South Africa Old Mutual Full time

    Job title : Associate Financial Advisor (New Entrant) (EPT)Job Location : Gauteng, JohannesburgDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

  • Wealth Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

  • Financial Advisor

    6 days ago


    Johannesburg, Gauteng, South Africa Telesure Investment Holdings Pty Full time

    Company OverviewTIH Advisory is a leading provider of financial services, committed to delivering comprehensive solutions to individuals and businesses. Our team of experts is dedicated to helping clients achieve their financial goals through tailored advice and exceptional service.Job DescriptionWe are seeking a motivated Financial Advisor to join our team....

  • Financial Advisors

    2 weeks ago


    Johannesburg, Gauteng, South Africa Pro Tem Recruitment Full time

    My client a leader in the Insurance industry is looking for dynamic and vibrant Financial advisors to join their team.  Initially you will be selling funeral cover.  This role is commission only and training on all products will be given.

  • Financial Advisors

    2 weeks ago


    Johannesburg, Gauteng, South Africa Pro Tem Recruitment Full time

    My client a leader in the Insurance industry is looking for dynamic and vibrant Financial advisors to join their team.  Initially you will be selling funeral cover.  This role is commission only and training on all products will be given.


  • Johannesburg, Gauteng, South Africa Old Mutual Full time

    Our MissionOld Mutual is a leading insurance company that believes in the African opportunity and values diverse talent.About the RoleWe are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join our team as Financial Advisors.The role involves championing valued customers to achieve their lifetime goals by...


  • Johannesburg, Gauteng, South Africa Robert Walters Full time

    This Strategic Financial Advisor role is an exciting opportunity for a skilled finance professional to join our client in Johannesburg.About the Position:Drive business growth by delivering high-quality financial analysis and insights.Collaborate with cross-functional teams to ensure alignment with financial goals and objectives.Design and implement...