Financial Advisor

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

Job summary

A leading financial services company in Bloemfontein seeks a qualified candidate to deliver personalized investment solutions. The role involves providing financial planning support, collaborating with investment professionals, and ensuring the accuracy of financial plans. Candidates must possess a Bachelor's degree in Finance, strong interpersonal skills, and an understanding of the investment business.

Qualifications

• Matric is the minimum educational qualification.
• RE5 qualification is preferred.
• Strong understanding of the investment industry is crucial.

Responsibilities

• Provide financial planning support to clients.
• Assist investment professionals in building client relationships.
• Prepare and check for accuracy of financial plans.

Skills

Interpersonal skills

Understanding of investment business

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Matric (Bachelor's degree in Finance or related field) most preferred\.
• Strong understanding of the investment business
• Excellent interpersonal skills
• RE5 (preferred)