Financial Advisor

Old Mutual; East London; Hybrid; ZAR 350 000 - 500 000; Full time

Job summary

A leading financial services company is seeking a Financial Advisor for a full-time hybrid role in East London. The position entails sourcing potential clients, conducting client meetings, and creating tailored financial strategies including risk cover and retirement planning. Ideal candidates should have strong interpersonal skills and be able to work independently. Relevant certifications such as CFP or CFA are advantageous. This role will also offer some work-from-home flexibility.

Qualifications

• Experience in Investments and Financial Advisory is a plus.
• Strong interpersonal and communication skills are needed.
• Ability to work independently and collaboratively is required.

Responsibilities

• Source potential clients for financial services.
• Create personalized financial plans including risk cover and retirement planning.
• Conduct client meetings to assess financial needs.

Skills

Interpersonal skills

Communication skills

Investment knowledge

Financial advisory experience

Education

Relevant certifications (e.g., CFP, CFA)

Matric

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 pivotal role in educating children, empowering small businesses, and improving infrastructure across the continent. Our deeply rooted commitment continues to drive positive change #WithAfricaForAfrica.

Role Description

This is a full-time hybrid role for a Financial Advisor. The position is located in East London with some work-from-home flexibility. The Financial Advisor will be responsible for sourcing potential clients, creating personalized financial plans IE risk cover planning, retirement planning, investment advice, and overall financial advisory services. The role involves sourcing clients, conducting client meetings, assessing financial needs, and developing comprehensive financial strategies.

Qualifications

• Experience in Investments and Financial Advisory are a plus
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Relevant certifications (e.g., CFP, CFA) are a plus
• Matric & a Driver's license are minimum requirements