Financial Services Specialist

4 days ago


Hermanus, Western Cape, South Africa Old Mutual Full time
Job Title: In-House Financial Advisor

Old Mutual is seeking a highly skilled and experienced In-House Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice to our clients, maintaining superior service delivery, and recommending sound financial solutions.

Key Responsibilities:
  • Provide expert financial advice to clients, ensuring that financial solutions are delivered in line with their goals and compliance frameworks.
  • Maintain superior service delivery to clients through building strong relationships and recommending sound financial advice.
  • Complete formal in-house training and obtain accreditation with the Financial Services Regulatory authority.
Requirements:
  • Grade 12 (Matric) certificate.
  • FAIS compliance.
  • RE5 an advantage.
  • A valid Driver's licence and own car.
  • A clear criminal and credit check.
  • A minimum of 3 years working experience (preferably in sales).
  • Proven computer literacy (MS Office suite).
  • Excellent communication skills (written and verbal).
Skills:
  • Financial planning and analysis.
  • Customer relationship building.
  • Communication and presentation.
Education:
  • Formal in-house training.
  • Completion of prescribed Regulatory exams.

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