Financial Advisor

Old Mutual; Mahikeng; Hybrid; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited is hiring a Financial Advisor based in Mafikeng with hybrid work flexibility. You will deliver financial planning, retirement planning, and tailored investment advisory services to clients to help them reach long-term financial goals.

The role emphasizes developing strategies, assessing client objectives, and providing expert advice in a client-centric manner within a full-time hybrid setup.

Qualifications

• Proficiency in Financial Planning and understanding of Finance principles.
• Strong skills in Retirement Planning and Investments to support clients.
• Expertise in Financial Advisory services, tailoring strategies for clients.
• Exceptional communication, interpersonal and relationship-building skills.
• Proven track record in achieving client satisfaction and meeting targets.

Responsibilities

• Provide sound financial planning including retirement and investment advice tailored to clients’ needs.
• Develop financial strategies, assess client goals and offer guidance to achieve long-term objectives.

Skills

Financial planning

Retirement planning

Investment advisory

Communication skills

Client relationships

Education

CFP accreditation

Job description

Old Mutual Limited is a Pan-African financial services company with primary and secondary listings on several African and international stock exchanges, including the Johannesburg Stock Exchange. The company is committed to addressing the financial needs of Africa's people, empowering communities, and supporting infrastructure development across the continent. Old Mutual has a rich history of partnering with individuals and businesses to build a brighter future for all. The organization continues to grow under the mission of serving Africa and its people.

Company Description

Old Mutual Limited is a Pan-African financial services company with primary and secondary listings on several African and international stock exchanges, including the Johannesburg Stock Exchange. The company is committed to addressing the financial needs of Africa's people, empowering communities, and supporting infrastructure development across the continent. Old Mutual has a rich history of partnering with individuals and businesses to build a brighter future for all. The organization continues to grow under the mission of serving Africa and its people.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Mafikeng with some work-from-home flexibility. The Financial Advisor will be responsible for providing sound financial planning, including retirement planning and investment advisory services tailored to clients' unique needs. Daily tasks will involve developing financial strategies, assessing client financial goals, and offering expert advice to help clients achieve their long-term financial objectives.

Qualifications

• Proficiency in Financial Planning and thorough understanding of Finance principles and practices.
• Strong skills in Retirement Planning and Investments to support clients in building robust financial portfolios.
• Expertise in Financial Advisory services, including creating tailored financial strategies for diverse client requirements.
• Exceptional communication, interpersonal, and relationship-building skills.
• Relevant financial certifications or qualifications such as CFP (Certified Financial Planner) accreditation preferred.
• Proven track record in achieving client satisfaction and meeting financial performance targets.