Aspiring Financial Advisor - Hermanus

Old Mutual Personal Financial Advice; Hermanus; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Adviser Academy Learning Programme

Living Allowance during Academy

Remuneration with Commission & Fees

Medical Aid

Group Life

Funeral and Disability cover

Mentorship and training

First-class technology

Great culture

Job summary

Old Mutual Personal Financial Advice is seeking a financial advisor who upholds professionalism and integrity to guide clients in achieving lifetime financial goals. You will identify needs, provide sound advice, and implement tailored financial plans to protect assets and future prosperity.

The role emphasizes client relationships, proactive service, and ongoing learning, with a supportive environment and comprehensive benefits to aid personal development and long-term success.

Qualifications

• Strong interpersonal and communication skills to build solid relationships.
• Ability to provide appropriate financial advice aligned with customer goals.
• Identify financial needs and implement fit-for-purpose plans.

Responsibilities

• Provide appropriate financial advice in line with customer resources and goals.
• Provide proactive, on-demand financial service and advice to customers in allocated markets.
• Understand customer circumstances and goals requiring strong communication skills to build relationships.

Skills

Interpersonal skills

Communication skills

Financial advisory

Job description

Role Overview

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them.

At a glance, it 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.

Duties & Responsibilities

1. Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
2. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
3. Understand the customer’s personal and financial circumstances – and their goals or dreams for the future, requiring strong interpersonal and communication skills to build solid relationships.

Benefits

• Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.
• Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser.
• Upon successful completion of the Adviser Academy Learning Programme and accreditation to operate as a Financial Adviser, you will receive market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover.
• Exceptional support, development coach/mentor, and ongoing learning and training.
• First-class technology.
• A great culture with people who do great things every day.

Desired Experience & Qualification

• A clear criminal record.
• A clear credit record.
• Valid Driver's License.
• Access to a vehicle for work purposes.
• Minimum of 2 - 5 years of relevant work experience.