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Financial Planning and Advice Specialist

1 week ago

Rustenburg, North-West, South Africa Old Mutual Full time
Job Summary

We are seeking a highly motivated Financial Planning and Advice Specialist to join our team at Old Mutual.

Key Responsibilities
  • Develop and implement financial plans for clients based on their individual needs and goals
  • Conduct thorough analyses of clients' financial situations and provide tailored advice
  • Maintain accurate records of client interactions and progress
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in a related field (e.g. finance, accounting)
  • Proven experience in financial planning and advice
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer

We offer a range of benefits, including:

  • A competitive salary and bonus structure
  • Opportunities for career advancement and professional development
  • A dynamic and supportive work environment
  • Access to industry-leading technology and tools