Financial Services Consultant

4 days ago


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

This Financial Services Consultant role involves providing specialist knowledge and executing account development strategies to achieve medium-sized sales targets. The successful candidate will be responsible for making calls to allocated customers to maintain and strengthen existing relationships, as well as providing information on complex processes and related policies.

About the Role

The Financial Services Consultant will work closely with internal stakeholders to develop knowledge and understanding of the organization's policies and procedures, as well as relevant regulatory codes and codes of conduct.

The ideal candidate will possess strong analytical and problem-solving skills, as well as the ability to work independently and as part of a team.

Key Responsibilities

  • Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats.
  • Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies.
  • Document Preparation: Prepare moderately complex documents using a variety of applications for technology devices.
  • Insights and Reporting: Extract and combine data to generate standard reports.
  • Customer Relationship Management / Account Management: Make calls to allocated customers to maintain and strengthen existing relationships.
  • Financial Advice: Conduct comprehensive financial planning and advice services for more complex client situations.


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