Hybrid Financial Advisor - Personal Wealth & Planning

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

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.