Certified Financial Consultant

1 month ago

Pretoria, Gauteng, South Africa Old Mutual Full time

Join Us in Shaping Africa's Financial Future

At Old Mutual, we are committed to harnessing the potential of Africa, and our diverse workforce is a testament to this belief.

What does a financial consultant do?

Are you ready to be part of a leading financial services organization? Whether you are a recent graduate or an experienced professional seeking to advance your career, Old Mutual offers a pathway for you.

What are your responsibilities?

An accredited financial consultant delivers proactive, on-demand financial services and guidance to clients within a designated market segment.

You will be responsible for ensuring exceptional service delivery to your clients by fostering strong relationships and providing sound advice that aligns with their financial objectives, the customer value proposition, and regulatory compliance.

This position requires formal training, successful completion of mandated regulatory examinations, and accreditation with the relevant financial services authority, along with ongoing professional development.

What qualifications do we seek?

Matriculation certificate (Grade 12) Compliance with FAIS regulations RE5 certification is advantageous A valid driver's license and personal vehicle Clear criminal and credit history Minimum of 3 years of work experience (preferably in sales) Proficient in computer skills (MS Office suite) Strong communication abilities (both written and verbal)

Personal Attributes

Engaging with individuals Adapting to change Conveying information effectively Meeting deadlines Analyzing information Formulating strategies and producing results Pursuing objectives Ability to persuade and influence Seizing opportunities

What can we offer you?

We are dedicated to helping you achieve your career aspirations by providing quality training and support to unlock your potential. Our core values drive our commitment to excellence. We prioritize our customers and employees, and we are passionate about fostering diversity and inclusion for mutually beneficial outcomes across our business sectors – Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. The Group offers numerous opportunities for growth and advancement.

Preference will be given to suitably qualified candidates in accordance with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

What’s next?

If you believe you possess the necessary qualifications and are eager to join a respected financial services organization, we encourage you to consider this opportunity.

What does a financial consultant do?

Skills

Education

High School (Grade 12)

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