Aspiring Financial Advisor

Old Mutual South Africa; Klerksdorp; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Klerksdorp is seeking an Aspiring Financial Advisor to help clients with financial and retirement planning. This full-time role involves providing tailored financial advice, managing client portfolios, and developing financial plans. The ideal candidate will hold a degree in Finance or Economics and possess relevant financial advisory certifications. Join a committed team focused on delivering exceptional financial services.

Qualifications

• Strong skills in financial planning and advisory.
• Expert in retirement and investment strategies.
• Good finance analysis capabilities.
• Excellent communication and interpersonal skills.
• Ability to work effectively on-site.
• Bachelor's degree in a relevant discipline is required.
• Relevant certifications like CFP are preferred.

Responsibilities

• Assist clients in financial and retirement planning.
• Provide tailored financial advice.
• Manage client portfolios.
• Develop financial plans to meet client's needs.
• Conduct regular client meetings.
• Perform financial analysis and market trend observations.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Investments

Communication

Interpersonal Skills

Finance Skills

Education

Bachelor's degree in Finance, Economics, or related field

CFP (Certified Financial Planner)

Job description

I am a Business Manager and I help business owners and busy professionals simplify their financial future so that they can focus on their families…

Company Description

Old Mutual Limited is a premium pan-African financial services group providing a wide range of financial solutions to both retail and corporate customers in 14 countries. With over 170 years of experience, we are dedicated to helping customers achieve their lifetime financial goals and improving their communities. We employ over 30,000 individuals across Africa and Asia and are committed to creating opportunities that foster growth and development in Africa. By joining our team, you will have access to top-tier resources, advice, and tools to excel in your career.

Role Description

This is a full-time on-site role for an Aspiring Financial Advisor, located in Klerksdorp. The Aspiring Financial Advisor will assist clients in financial planning, retirement planning, and investment strategies. Day-to-day tasks include providing tailored financial advice, managing client portfolios, and developing financial plans to meet clients' needs. The role requires regular client meetings, financial analysis, and staying up-to-date with financial market trends.

Qualifications

• Financial Planning and Financial Advisory skills
• Expertise in Retirement Planning and Investments
• Finance skills for analyzing client financial situations
• Excellent communication and interpersonal skills
• Ability to work effectively on-site in Klerksdorp
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as CFP (Certified Financial Planner) preferred

Seniority level

• Internship

Employment type

• Full-time

Job function

• Finance and Sales