Financial Advisor

Old Mutual; East London; Hybrid; ZAR 30 000 - 70 000; Full time

Job summary

A forward-thinking company seeks a dedicated Financial Advisor to join their team in East London. This full-time hybrid role offers the flexibility of working from home while providing expert financial planning and advisory services to clients. Your responsibilities will include assessing financial needs, creating tailored retirement plans, and making informed investment recommendations. Join an organization that empowers communities and fosters growth, making a positive impact across Africa. If you are passionate about finance and helping clients achieve their goals, this opportunity is perfect for you.

Qualifications

• Expertise in financial planning and advisory services.
• Strong analytical and decision-making skills are essential.

Responsibilities

• Assess clients' financial needs and develop strategies.
• Provide retirement planning and investment recommendations.

Skills

Financial Planning

Financial Advisory

Investment Recommendations

Retirement Planning

Analytical Skills

Communication Skills

Interpersonal Skills

Independent Work

Education

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Job description

Company Description

Old Mutual Limited is a Pan-African financial services company listed on the Johannesburg Stock Exchange, with secondary listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. Focused on Africa and its people, Old Mutual has played a crucial role in empowering small businesses, improving infrastructure, and providing financial education. Together with customers, Old Mutual continues to positively impact African communities.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in East London with some work-from-home flexibility. The Financial Advisor will be responsible for offering expert financial planning and advisory services to clients. Daily tasks will include assessing clients' financial needs, retirement planning, investment recommendations, and developing comprehensive financial strategies.

Qualifications

• Expertise in Financial Planning and Financial Advisory
• Proficiency in Finance and Investments
• Experience in Retirement Planning
• Strong analytical and decision-making skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid environment
• Relevant certifications and a bachelor's degree in Finance, Economics, or related field