Strategic Wealth Strategist

3 days ago

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

Company Overview

Old Mutual Limited is a leading Pan-African financial services company with a strong focus on empowering small businesses, improving infrastructure, and educating children in Africa.

The company has a rich history of championing its valued customers to achieve their lifetime goals by identifying their financial needs and providing sound advice.

Job Description

We are seeking self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our team as Financial Advisors. The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Key Responsibilities:

  • Identify and understand customers' financial needs and provide tailored solutions.
  • Develop and implement comprehensive financial plans to help customers achieve their goals.
  • Build and maintain strong relationships with customers to ensure their continued satisfaction and loyalty.

Requirements:

  • Valid Driver's License - Required
  • Access to a Vehicle - Required
  • Residence in the Gqeberha (Port Elizabeth) or surrounding areas - Required

Education:

  • High School (Grade 12) – Required
  • Bachelor's Degree (B) – Advantageous
  • NQF 5-8 Financial Planning – Advantageous

Employment Equity

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Health and Safety

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process.

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