Aspiring Financial Advisor

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

Job summary

A leading financial services group in Lichtenburg is seeking an Aspiring Financial Advisor to provide expert financial planning and advisory services to clients. The ideal candidate will have a Bachelor's degree in Finance or related field and relevant certifications. This role is essential for helping clients achieve their financial goals and requires strong analytical and communication skills.

Qualifications

• Financial Planning, Retirement Planning, and Investments skills required.
• Experience in Finance and Financial Advisory is essential.
• Strong analytical and problem-solving skills are necessary.
• Effective communication and interpersonal abilities are needed.

Responsibilities

• Provide financial planning and advisory services to clients.
• Assist clients with retirement planning and investment decisions.

Skills

Financial Planning

Retirement Planning

Investment skills

Analytical skills

Problem-solving skills

Communication

Interpersonal abilities

Teamwork

Independence

Education

Bachelor's degree in Finance, Economics, Business

Relevant certifications such as CFP, CFA

Job description

Company Description

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. With over 170 years of experience, we have been helping our customers achieve their lifetime financial goals, contributing to improving lives and ensuring a sustainable future. We operate in 14 countries across Africa and Asia, striving to build a better future together.

Role Description

This is a full-time on-site role for an Aspiring Financial Advisor at Old Mutual South Africa, located in Lichtenburg. The Aspiring Financial Advisor will be responsible for financial planning, retirement planning, making investments, and providing financial advisory services to clients on a day-to-day basis.

Qualifications

• Financial Planning, Retirement Planning, and Investments skills
• Finance and Financial Advisory experience
• Strong analytical and problem-solving skills
• Effective communication and interpersonal abilities
• Ability to work well in a team and independently
• Bachelor\'s degree in Finance, Economics, Business, or related field
• Relevant certifications such as CFP, CFA, or related qualifications