Aspiring Financial Advisor ( Fish Hoek)

Old Mutual; Cape Town; On-site; ZAR 200 000 - 400 000; Full time

Job summary

Join a forward-thinking company and be part of a team that empowers individuals to achieve their financial aspirations. As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys, providing personalized advice and solutions that align with their unique needs. This dynamic position requires a blend of entrepreneurial spirit and a strong customer focus, making it ideal for those who thrive in a fast-paced environment. With a commitment to diversity and inclusion, this established industry player offers a platform for you to grow and make a meaningful impact in the community. If you're ready to take on this rewarding challenge, we want to hear from you!

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are encouraged to apply.
• A Bachelor's degree is required for this role.

Responsibilities

• Champion customers to achieve their financial goals through sound advice.
• Identify financial needs and implement tailored financial plans.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelors Degree

High School (Grade 12)

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have 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, recommending and implementing "fit for purpose" financial plans and solutions.

Skills and Competencies

1. Action Oriented
2. Balances Stakeholders
3. Builds Networks
4. Collaborates
5. Communicates Effectively
6. Customer Focus
7. Decision Quality
8. Ensures Accountability

Education

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

20 February 2025, 23:59

Note: The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.