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Certified Financial Planning Specialist

1 week ago

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

**Job Description**

The Financial Advisor role at Old Mutual South Africa involves providing expert financial advice to clients, helping them achieve their financial goals and secure their financial futures. The successful candidate will have a strong understanding of financial markets and products, excellent communication and interpersonal skills, and a proven track record of success in sales and customer service.

**Key Responsibilities**

  • Provide personalized financial advice to clients based on their unique needs and circumstances.
  • Analyze client data and develop tailored financial plans to help them achieve their goals.
  • Built strong relationships with clients through effective communication and relationship-building skills.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.

**Requirements**

  • A Grade 12 (Matric) certificate or equivalent.
  • FAIS compliance and registration as a financial advisor.
  • Proven sales experience, preferably in a related field.
  • Excellent communication and interpersonal skills.
  • A valid driver's license and access to a reliable vehicle.
  • A clear criminal and credit check.

**What We Offer**

As a Financial Advisor at Old Mutual South Africa, you can expect a competitive salary package, comprehensive training and development opportunities, and a chance to work with a dynamic and supportive team. We are committed to helping our employees grow and develop their careers, and we offer a range of benefits to support your personal and professional growth.