Financial Planning and Advisory Expert

23 hours ago


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

Lead the Way in Financial Advisory Services

We are seeking experienced professionals to join our team as a Financial Planning and Advisory Expert. This role involves working closely with clients to understand their financial goals and develop personalized plans to achieve them.

Key Responsibilities:

  • Conduct thorough financial assessments to identify areas for improvement
  • Develop and implement customized financial plans
  • Provide ongoing support and guidance to clients

Requirements:

  • Proven experience in financial planning and advisory services
  • Strong analytical and problem-solving skills
  • Ability to work independently and collaboratively

Salary Range: $90,000 - $140,000 per annum, depending on qualifications and experience

Benefits:

  • Opportunities for career advancement and professional growth
  • Ongoing training and development programs
  • A competitive compensation package


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