Financial Adviser

2 weeks ago

Pinelands, Western Cape, South Africa Old Mutual Full time R900 000 - R1 200 000 per year

Company Description

Old Mutual Limited is a Pan-African financial services company with primary listings on the Johannesburg Stock Exchange and secondary listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. We are committed to Africa, her needs, and her people. Our mission is to educate our children, provide homes with warmth and light, empower small businesses, and improve African infrastructure. Our story will continue #WithAfricaForAfrica.

Role Description

This is a full-time hybrid role for a Financial Adviser located in Pinelands, with some work-from-home options. The Financial Adviser will be responsible for providing financial planning and advisory services to clients. Day-to-day tasks include assessing clients' financial situations, developing tailored financial plans, advising on investment opportunities, and ensuring clients meet their financial goals. The role also involves staying updated with financial markets and regulations.

Qualifications

  • Financial planning, advisory services, and client assessment skills
  • Knowledge of investment opportunities and market trends
  • Strong communication and interpersonal skills for advising clients
  • Analytical skills for financial assessment and planning
  • Experience with financial software and tools is beneficial
  • Bachelor's degree in Finance, Economics, Accounting, or related field
  • Certified Financial Planner (CFP) designation is a plus
  • Ability to work independently and manage multiple clients
  • Experience in the financial services industry

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