Hybrid Financial Planner — Client‑Centric Wealth Advisor

Old Mutual South Africa; South Africa; Hybrid; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Hybrid work model

Medical benefits

Retirement benefits

Professional development training

Job summary

Old Mutual South Africa in Richards Bay seeks a client-focused Financial Advisor to deliver personalised financial planning, investment advice and wealth management to individuals and families. You will build lasting relationships through trust and expertise, guiding clients toward their financial goals in a hybrid work setting.

The role requires CFP certification, at least 3 years in a client-facing financial role, and a proven ability to grow a client portfolio.

Qualifications

• CFP certification or equivalent financial planning credentials.
• Minimum 3 years in a client-facing financial role.
• Proven ability to grow and manage a client portfolio.

Responsibilities

• Develop and implement financial plans tailored to client needs.
• Provide advice on investments, retirement, insurance, and estate planning.
• Conduct regular client reviews and adjust strategies.
• Prospect for new clients via networking and referrals.
• Stay current with market trends and regulatory changes.
• Maintain accurate records and ensure regulatory compliance.

Skills

Interpersonal skills

Sales skills

Communication skills

Education

CFP certification

Job description

Old Mutual South Africa in Richards Bay seeks a client-focused Financial Advisor to deliver personalised financial planning, investment advice and wealth management to individuals and families. You will build lasting relationships through trust and expertise, guiding clients toward their financial goals in a hybrid work setting.

The role requires CFP certification, at least 3 years in a client-facing financial role, and a proven ability to grow a client portfolio.