Lead the Way in Financial Planning

4 days ago


Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time
Job Opportunity in Financial Planning

A career opportunity exists for a self-motivated and dynamic individual to join our team as a Financial Advisor.

The successful candidate will be responsible for 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:

  • Building strong relationships with customers
  • Providing expert financial advice
  • Assessing customer financial needs
  • Designing and implementing financial plans
  • Monitoring and reviewing customer progress

Requirements:

  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Highly motivated and driven individual
  • Passion for delivering exceptional customer service

Educational Background:

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

We value employee development and growth.

Old Mutual Limited promotes a culture of respect and inclusivity in the workplace.



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