Aspiring Financial Advisor

Old Mutual; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance company in Greater London is seeking self-motivated individuals to champion customers in achieving financial goals. The role involves providing financial advice and implementing tailored solutions. A Bachelor's degree or High School education is required. Join a dynamic environment focused on customer success and financial planning.

Qualifications

• Education: Bachelor's Degree or High School (Grade 12) required.

Responsibilities

• Champion our valued customers to achieve their lifetime financial goals.
• Identify customers’ financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Education

Bachelor's Degree

Job description

Overview

Your time is now to be your exceptional best at Old Mutual! We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.

Responsibilities

• Champion our valued customers to achieve their lifetime financial goals.
• Identify customers’ financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Qualifications

• Education: Bachelors Degree (required) or High School (Grade 12) (required).

Notes

Closing date and further role specifics were not provided in the source text. This description preserves the original job intent and requirements.