Financial Advisor Position

7 days ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

Company Overview:

At Old Mutual, we are committed to helping our clients achieve their financial goals. As a Salaried Financial Advisor, you will play a crucial role in providing advice on a specific range of products to allocated markets.

Job Description:

This role involves developing and tracking business plans to meet individual performance targets. You will work with a specific range of products and in specific allocated markets. Responsibilities include:

  1. Providing advice in line with the customer value proposition & compliance framework.
  2. Developing, tracking & reviewing business plans to meet individual performance targets.
  3. Working in specific allocated markets.
  4. Working with a specific range of products.
  5. Prospecting is limited.
  6. Receiving a base salary & bonuses - no commission.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidate must comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity.


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