MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual; Oos-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

An established industry player is seeking a dedicated advisor to provide tailored advice on a specific range of products. This role emphasizes individual accountability for achieving results through personal efforts, while adhering to compliance frameworks. The successful candidate will engage with allocated markets, develop business plans, and ensure that all FAIS requirements are met, including maintaining integrity and competence. This position offers a base salary and bonuses, creating a stable foundation for career growth. Join a team that values your expertise and commitment to excellence in service delivery.

Qualifications

• Candidates must comply with FAIS requirements, including honesty and integrity.
• Relevant qualifications and competence are essential for this role.

Responsibilities

• Provides advice aligned with customer value proposition and compliance.
• Develops and reviews business plans to meet performance targets.

Skills

Advisory Skills

Business Planning

Compliance Knowledge

Market Understanding

Education

Relevant Qualifications

Job description

This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and / or any professional misconduct) as well as competence and relevant qualifications.

Responsibilities:

1. Provides advice in line with the customer value proposition & compliance framework.
2. Develops, tracks & reviews business plan to meet individual performance targets.
3. Works in specific allocated markets.
4. Works with a specific range of products.
5. Prospecting is limited.

Receives a base salary & bonuses - no commission.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Please note : There is no closing date for this advert. Open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.