Senior Financial Services Advisor

1 week ago


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

**Job Title:** Senior Financial Services Advisor

**About the Role:** We are seeking an experienced and skilled Financial Services Advisor to join our team in Newcastle, KwaZulu-Natal. As a key member of our sales team, you will be responsible for providing expert financial advice to clients, managing their financial portfolios, and developing new business opportunities.

**Key Responsibilities:

  • Provide high-quality financial advice to clients, ensuring their financial goals and objectives are met.
  • Manage client relationships, building strong rapport and trust with existing clients, and identifying new opportunities for growth.
  • Develop and implement comprehensive financial plans, taking into account clients' risk tolerance, investment goals, and overall financial situation.
  • Maintain up-to-date knowledge of financial products and services, staying current with market trends and regulatory changes.

**Requirements:

  • Grade 12 (Matric) or equivalent qualification.
  • Valid driver's license and own car.
  • FAIS compliance certification.
  • Clear criminal and credit check.
  • A minimum of 3 years working experience in sales, preferably in the financial services industry.
  • Computer literacy, including MS Word, PowerPoint, and Outlook.
  • Excellent communication and interpersonal skills.

**Estimated Salary:** R400,000 - R600,000 per annum, depending on experience and qualifications.

**Company Overview:** Old Mutual is a leading financial services company committed to helping individuals and businesses achieve their financial goals. Our dedicated team provides expert guidance, innovative solutions, and exceptional service to clients across South Africa.



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