Financial Advisor George

Old Mutual Personal Financial Advice; George; On-site; ZAR 260,000 - 420,000; Full time

Benefits offered by this job

Adviser Academy

Living Allowance

Remuneration & benefits

Support & coaching

Technology

Culture

Job summary

Old Mutual Personal Financial Advice is seeking a professional financial advisor who prioritizes integrity and customer-centric service to guide clients toward their long-term financial goals in George, Western Cape. The role emphasizes identifying client needs, offering sound advice, and implementing suitable financial plans and solutions.

Key responsibilities include delivering tailored advice aligned with clients' resources, offering proactive service, and building lasting client

Qualifications

• A clear criminal record.
• A clear credit record.
• Valid Driver's License.
• Access to a vehicle for work purposes.
• Minimum of 2 - 5 years of relevant work experience.

Responsibilities

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
• Understand the customer’s personal and financial circumstances – and their goals or dreams for the future, building solid relationships through strong interpersonal and communication skills.

Job description

Job Overview

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them.

At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Duties & Responsibilities

1. Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
2. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
3. Understand the customer’s personal and financial circumstances – and their goals or dreams for the future, building solid relationships through strong interpersonal and communication skills.

Benefits

• Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.
• Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser.
• Upon successful completion of the Adviser Academy Learning Programme and accreditation to operate as a Financial Adviser, you will receive market competitive remuneration in the form of commission & advice fees, medical aid, group life, funeral, and disability cover.
• Exceptional support, development coach/mentor, and ongoing learning and training.
• First-class technology.
• A great culture with people who do great things every day.

Desired Experience & Qualifications

• A clear criminal record.
• A clear credit record.
• Valid Driver's License.
• Access to a vehicle for work purposes.
• Minimum of 2 - 5 years of relevant work experience.