MFC Salaried Financial Advisor (Recruitment Pool - Eastern Cape)

Old Mutual; City Of London, Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company is looking for a dedicated financial advisor. In this role, you will provide specialized advice on various products while ensuring compliance with relevant regulations. Your performance will be measured against individual targets, and you will have opportunities to participate in business growth strategies. This position offers a base salary with bonuses, but no commission structure.

Responsibilities

• Provide advice on specific financial products to allocated markets.
• Comply with FAIS requirements including honesty, integrity, and competence.
• Develop business plans to meet performance targets.

Job description

This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g., be clear of any offence relating to fraud, dishonesty, and/or any professional misconduct) as well as competence and relevant qualifications.

Provides advice in line with the customer value proposition & compliance framework.

Develops, tracks & reviews business plans to meet individual performance targets.

Works in specific allocated markets.

Works with a specific range of products.

Prospecting is limited.

Receives a base salary & bonuses - no commission.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.

Skills

Education

Closing Date: 31 January 2025