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Personal Financial Planning Advisor

1 week 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