Established and Aspiring Financial Adviser

13 hours ago

Cape Town, Western Cape, South Africa Old Mutual Full time

Company Description

Old Mutual Limited is pan-African financial services group that provides financial solutions to retail and corporate customers across key markets in 14 countries. With over 180 years of experience, we help customers achieve their financial goals while contributing to the communities we serve. Operating in Africa and Asia, we are committed to creating opportunities for our employees to shape a better future.

Role Description

This is a full-time on-site role for a Financial Adviser at Old Mutual South Africa located in the Witzenberg area. The Financial Adviser will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments for clients on a day-to-day basis.

Qualifications

  • Financial Planning and Finance skills
  • Matric
  • 25 years or older
  • Retirement Planning and Investments knowledge
  • Experience in providing Financial Advisory services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Relevant certifications such as CFP, CFA, or equivalent
  • Drivers' License

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