Hybrid Financial Advisor: Wealth & Retirement Planning

Old Mutual South Africa; East London; Hybrid; ZAR 350,000 - 600,000; Full time

Job summary

Old Mutual Limited in East London seeks a full-time, hybrid Established Financial Advisor to service retail and corporate clients. You will conduct consultations, assess needs, recommend products, and grow a resilient portfolio through networking and referrals.

You will work across retirement planning, investments, risk cover, and estate planning, collaborating with internal teams, using Old Mutual platforms, adhering to regulatory standards, and maintaining high ethical practices in a dynamic

Qualifications

• Strong financial advisory and planning skills to interpret client needs and propose suitable solutions.
• Experience in sales, business development, and portfolio growth within financial services or related sectors.
• Proficiency with digital tools and platforms to manage client data and processes.

Responsibilities

• Conduct client consultations and assess financial needs.
• Recommend suitable products and manage ongoing client relationships.
• Grow portfolio through prospecting, networking, and referrals while maintaining regulatory standards.
• Collaborate with internal teams and use Old Mutual platforms.

Skills

Financial advisory

Client relationship management

Sales experience

Investments knowledge

Digital tools proficiency

Independent and team work

Language proficiency

Education

Finance/economics/business degree

Tools

CRM systems

Job description

Old Mutual Limited in East London seeks a full-time, hybrid Established Financial Advisor to service retail and corporate clients. You will conduct consultations, assess needs, recommend products, and grow a resilient portfolio through networking and referrals.

You will work across retirement planning, investments, risk cover, and estate planning, collaborating with internal teams, using Old Mutual platforms, adhering to regulatory standards, and maintaining high ethical practices in a dynamic