MFC Salaried Financial Advisor (Mabopane) at Old Mutual MFC

Old Mutual; Wes-Kaap; On-site; ZAR 250 000 - 450 000; Full time

Job summary

An established industry player is seeking a dedicated financial advisor to provide tailored financial advice and foster strong customer relationships. This role emphasizes professionalism and integrity, requiring a deep understanding of clients' financial circumstances and aspirations. With a commitment to continuous development, you will receive comprehensive training to enhance your skills and support your career growth. Join a company that values diversity and inclusion, and be part of a team that champions both customers and employees, ensuring a positive impact on financial futures.

Benefits

Career Development Opportunities

Quality Training and Support

Diversity and Inclusion Initiatives

Qualifications

• Minimum 3 years experience in sales or financial services.
• FAIS compliance and RE5 certification preferred.

Responsibilities

• Provide financial advice aligned with customer goals.
• Build solid relationships through excellent communication.

Skills

Interpersonal Skills

Communication Skills

Sales Experience

Customer Service

Financial Advice

Education

Grade 12 (Matric) certificate

FAIS compliance

RE5 certification

Tools

MS Office Suite

Job description

What is a financial advisor?

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.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

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.

Providing relevant and appropriate financial advice hinges on a complete understanding of the customer's personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communication skills in order to build solid relationships are fundamentally important.

Desired Experience & Qualification

1. Grade 12 (Matric) certificate
2. FAIS compliance
3. RE5 an advantage
4. A valid Driver's licence and your own car
5. A clear criminal and credit check
6. A minimum of 3 years working experience (preferably in sales)
7. Proven computer literacy (MS Office suite)
8. Excellent communication skills (written and verbal)

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.