Financial Advisor

Old Mutual South Africa; Alberton; Vor Ort; ZAR 350.000 - 600.000; Vollzeit

Zusammenfassung

Old Mutual South Africa in Alberton seeks a full-time Financial Adviser to engage clients, assess financial needs and risk profiles, and provide tailored planning across investments, insurance and retirement solutions.

You will prospect, build a client base, maintain relationships, review portfolios regularly, and ensure compliance with regulatory and company standards while working closely with internal teams.

Qualifikationen

• Matric and a relevant tertiary finance qualification.
• RE5 and FAIS-compliant qualification, or willingness to obtain within the required timeframe.
• Strong knowledge of financial planning, investments, insurance, and retirement solutions.
• Proven sales, networking or business development skills.
• Excellent communication, relationship-building, and client service skills.
• High levels of integrity, professionalism, and regulatory compliance.
• Proficient in Microsoft Office and digital financial planning tools.
• CFP designation or progress toward it will be advantageous.
• Valid driver’s licence and own vehicle will be advantageous.

Aufgaben

• Engage clients to understand their needs and risk profiles and tailor financial plans.
• Prepare and present financial plans and review portfolios.
• Prospect and build a client base; maintain relationships.
• Monitor market developments and ensure regulatory compliance.
• Collaborate with internal teams to deliver integrated solutions.
• Maintain accurate records and respond to client queries.
• Meet business targets within a compliant framework.
• Participate in ongoing training and development.

Kenntnisse

Financial planning

Financial advisory

Client relationship management

Sales and business development

Regulatory compliance

Ausbildung

Finance/Commerce degree

RE5 and FAIS-compliant

Tools

Microsoft Office

Jobbeschreibung

Role Description

This is a full-time, on-site Financial Adviser role based in Alberton Gauteng, South Africa. The Financial Adviser will engage with clients to understand their financial needs, goals, and risk profiles, and provide tailored advice on financial planning, investments, insurance, and retirement solutions. Responsibilities include preparing and presenting financial plans, reviewing portfolios regularly, monitoring market developments, and ensuring compliance with regulatory and company standards. The role involves prospecting and building a client base, maintaining strong client relationships, and collaborating with internal teams to deliver integrated financial solutions. The Financial Adviser will also keep accurate records, follow up on client queries, and participate in ongoing training and development.

Responsibilities

• Strong Financial Planning and Financial Advisory skills, with the ability to assess client needs and develop appropriate financial solutions.
• Sound knowledge of Finance, Investments, Risk Management, Insurance, and Wealth Creation principles.
• Retirement Planning expertise to assist clients in achieving long-term financial security and wealth preservation.
• Experience in financial services, insurance, banking, investments, wealth management, or sales will be advantageous.
• Strong communication, presentation, interpersonal, and relationship‑building skills with the ability to explain complex financial concepts clearly and professionally.
• Demonstrated client service orientation, networking ability, and business development skills with a proven ability to grow and maintain a client base.
• High levels of integrity, professionalism, and ethical conduct in line with regulatory and company standards.
• Strong analytical, numerical, and problem‑solving skills.
• Proficiency in Microsoft Office and digital financial planning tools.
• Ability to work independently, manage a portfolio of clients, and achieve business targets within a compliant framework.

Qualifications

• Grade 12 (Matric) essential.
• Relevant tertiary qualification in Finance, Financial Planning, Commerce, Economics, or a related field.
• RE5 and FAIS‑compliant qualification, or willingness to obtain within the required timeframe.
• Strong knowledge of financial planning, investments, insurance, and retirement solutions.
• Proven sales, networking, or business development skills.
• Excellent communication, relationship‑building, and client service skills.
• High levels of integrity, professionalism, and regulatory compliance.
• Proficient in Microsoft Office and digital financial planning tools.
• CFP® designation or progress towards obtaining it will be advantageous.
• Valid driver's licence and own vehicle will be advantageous.