Career Development in Financial Planning

4 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

Our Team

At Old Mutual, we're passionate about empowering individuals and businesses to achieve financial freedom. Our team is dedicated to providing innovative solutions and exceptional customer service.

Job Description

This role requires a highly skilled and motivated individual to champion our customers' financial needs. As a Financial Advisor, you'll identify clients' financial goals, provide tailored advice, and implement effective financial plans.

Requirements

  1. University degree in a relevant field with 3-5 years of experience
  2. Exceptional communication and interpersonal skills
  3. Tech-savviness and entrepreneurial mindset
  4. A valid driver's license and clean police record

What We Offer

  1. A comprehensive training program to enhance your skills
  2. A competitive salary and bonus structure
  3. A dynamic work environment with opportunities for growth
  4. Access to cutting-edge technology and tools
  5. A collaborative team culture with open communication

Skills and Qualifications

Bachelor's degree in a relevant field, excellent communication and interpersonal skills, and tech-savviness are essential for this role.



  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Build a Rewarding Career with Old Mutual South AfricaWe are searching for motivated professionals who can thrive in a fast-paced environment and deliver exceptional customer service.The ideal candidate will be able to analyze customer needs, design customized plans, and provide expert guidance.Key Responsibilities: Strengthening Customer Relationships, Sales...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Pronel Personnel Full time

    Pronel Personnel is seeking a skilled Financial Planning Specialist to provide administrative support to our Wealth Advisor team. This role would involve providing high-level assistance in the private client market, with a focus on investment houses and platforms.Key Responsibilities:Provide administrative services to support new business initiatives, client...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    The role of a Financial Advisor at Old Mutual involves providing personalized financial solutions to help clients achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial plans tailored to individual client needsCollaborate with investment professionals to build strong relationships with clients and enhance...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    Company OverviewWe are a leading wealth management company, Lonfin Wealth, an accredited Sanlam Franchise. We specialize in providing expert financial advice to individuals and families.Job DescriptionAs a Financial Adviser at Lonfin Wealth, you will be responsible for providing personalized financial planning services to our clients. This includes analyzing...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Group Ltd Full time

    Are you looking for a challenging and rewarding career in the financial services industry? As a Financial Adviser with Liberty Group Ltd, you will have the chance to develop your skills and knowledge in a dynamic and supportive environment.The role involves assisting clients with their financial needs by conducting thorough financial analyses. You will also...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full time

    Are you passionate about helping others achieve their financial goals? Do you have what it takes to succeed in a fast-paced sales environment?We're seeking an Aspiring Financial Advisor to join our team at Old Mutual Group. In this role, you'll play a key part in championing our valued customers' lifetime goals by identifying their financial needs, providing...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full time

    Old Mutual Group Job DescriptionJob Title: Aspiring Financial AdvisorWe are seeking a dynamic individual to join our team as an Aspiring Financial Advisor.The successful candidate will be responsible for identifying customers' financial needs, providing sound advice, and recommending suitable plans and solutions.Key ResponsibilitiesIDentify customers'...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Telebest Full time

    Our client has an opportunity available for a Secretary to the Treasury, Financial Planning and Financial Management based in Pietermaritzburg.Requirements :Matric certificate with a diploma in Office Management or a NQF level 6 Secretarial Diploma.2+ years secretarial or administration experience.Computer experience in word processing, spreadsheets and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full time

    Career advancement opportunities abound at Old Mutual Group! We're currently seeking an Aspiring Financial Advisor to join our team and take their skills to the next level.In this role, you'll play a key part in championing our valued customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Grow with Old Mutual South AfricaWe are looking for dynamic individuals who can build strong customer relationships and provide exceptional financial guidance.The successful candidate will identify customer financial needs, develop tailored plans, and implement effective solutions.Necessary Competencies: Action Oriented, Balances Stakeholders, Builds...

  • Financial Adviser

    3 weeks ago


    Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    JOIN an opportunity aimed at enhancing your Career. Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success. The Financial Adviser in training will learn to build their practice...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    We are currently seeking experienced Financial Advisers to join our team at Lonfin Wealth.**About the Role:">This is an excellent opportunity for individuals who are passionate about providing expert financial advice and building long-term relationships with clients.**Key Responsibilities:**">">Provide financial advice to clients">Develop and implement...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    OverviewOld Mutual is a pioneering insurance company that empowers talented individuals to drive financial success. We're seeking ambitious professionals who can help our customers achieve their lifetime goals.Job DescriptionThis role involves providing expert financial advice, recommending personalized plans, and delivering exceptional customer service. As...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full time

    We're on a mission to help our customers achieve their lifetime goals, and we need talented individuals like you to join our team!As an Aspiring Financial Advisor at Old Mutual Group, you'll have the opportunity to make a real difference in people's lives by providing expert financial advice and guidance. You'll work closely with our clients to understand...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Group Ltd Full time

    A fantastic opportunity exists for individuals who aspire to be leaders in the financial services industry. As a Financial Adviser with Liberty Group Ltd, you will have the chance to grow a long-term career and develop your skills and knowledge in a dynamic and supportive environment.The role involves assisting clients' needs by conducting an in-depth...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    Job DescriptionAs a Financial Advisor at Old Mutual, you will play a critical role in helping our customers achieve their long-term financial goals.Your primary responsibility will be to provide expert advice on various financial products and services, including life insurance, investments, and retirement planning.Skills and QualificationsAction Oriented:...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    About UsOld Mutual is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this, and we're looking for self-motivated individuals to join our team.Our RoleWe're seeking dynamic professionals who have a passionate entrepreneurial spirit to champion our valued customers' financial needs. This role involves...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Group Full time

    Job Description:We are seeking a Strategic Financial Professional to champion our valued customers in achieving their lifetime goals by identifying their financial needs and providing sound financial advice.Main Responsibilities:Procure new business opportunitiesExpand sales of products and services with existing customersWork independently on own...

  • Financial Adviser

    4 weeks ago


    Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    If you are searching for a meaningful career that offers the opportunity to make a difference in the lives of customers and you want to work for a company that is a leader in its field, you will find it at Liberty. Duties: New business development Financial needs analysis Relationship building Build a professional practice under the Liberty brand Lead the...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Group Ltd Full time

    Are you looking for a career that offers growth and opportunities to lead in the financial services industry? As a Financial Adviser with Liberty Group Ltd, you will have the chance to develop your skills and knowledge in a dynamic and supportive environment.The role involves assisting clients with their financial needs by conducting thorough financial...