Financial Advisor Hermanus

Old Mutual Personal Financial Advice; Hermanus; Sur place; ZAR 300 000 - 600 000; Plein temps

Avantages offerts par ce poste

Adviser Academy

Living Allowance

Medical Aid

Group Life

Funeral Cover

Disability Cover

Mentor/Coaching

Modern Technology

Positive Culture

Résumé du poste

Old Mutual Personal Financial Advice is seeking a professional Financial Advisor who upholds integrity and customer-centricity. You will identify client needs, advise on suitable financial plans, and help families secure their financial futures with fit-for-purpose solutions.

Requirements include a clean criminal and credit record, a valid driver's license with access to a vehicle, and 2–5 years of relevant experience. The role offers comprehensive benefits and ongoing development opportunities.

Qualifications

• Criminal record must be clear.
• Credit record must be clear.
• Valid driver’s license.
• Access to a vehicle for work purposes.
• Minimum 2–5 years of relevant work experience.

Responsabilités

• Provide appropriate financial advice aligned with customer resources and goals to enable positive financial futures and asset protection.
• Provide proactive, on-demand financial service and advice to customers within your allocated markets.
• Understand each customer’s circumstances and goals to offer relevant and appropriate financial advice.

Description du poste

Financial Advisor Job Description

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, 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 to provide relevant and appropriate financial advice. Interpersonal and communication skills are fundamentally important to build solid relationships.

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

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