Wealth Planning Consultant

5 days ago


Klerksdorp, North-West, South Africa Old Mutual Full time

Why Join Us?


Old Mutual is a dynamic and innovative organization that offers exciting career opportunities in the financial services industry.



Role Summary

This role involves providing expert advice on a range of financial products to allocated markets, focusing on delivering high-quality service and building strong relationships with customers.



Key Accountabilities

You will be responsible for:



  • Providing exceptional customer service and identifying opportunities to secure new business or support retention.
  • Analyzing complex problems and finding effective solutions.
  • Developing and maintaining strong relationships with customers and stakeholders.
  • Staying up-to-date with industry trends and regulatory requirements.
  • Contributing to the growth and development of the business through innovative thinking and problem-solving.
  • Collaborating with colleagues to achieve common goals and deliver excellent results.
  • Ensuring compliance with organizational policies and procedures, as well as relevant regulatory codes and codes of conduct.
  • Communicating effectively with diverse groups, including customers, stakeholders, and colleagues.
  • Presenting complex information in a clear and concise manner, using presentation skills to engage and persuade audiences.
  • Building trust and credibility with customers and stakeholders through transparent and honest communication.


Skills and Qualifications

To succeed in this role, you will need:



  • A Grade 12 (Matric) qualification.
  • A valid driver's license and access to a car.
  • FAIS Compliance.
  • A clear criminal and credit check record.
  • A minimum of three years' working experience, preferably in sales.
  • Computer literacy in MS Word, PowerPoint, and Outlook.
  • Excellent communication skills, both written and verbal.
  • Presentation skills, which are an added advantage.
  • NQF Level 5 - Higher, Advance, or Occupational Certificate or equivalent.


Closing Date

Applicants must submit their applications by [Closing Date]. We look forward to receiving your application.


We encourage our workforce to be fully vaccinated against Covid-19 and require all prospective employees to disclose their vaccination status as part of the recruitment process.


For further detail, please refer to the Old Mutual Covid-19 vaccination policy.


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