Omf Financial Consultant (Pinetown)

Old Mutual Finance; Durban; Presencial; ZAR 300.000 - 540.000; Jornada completa

Descripción de la vacante

Old Mutual Finance in Durban seeks an experienced Financial Advisor to guide individuals and families in wealth management. You will analyze client needs, develop tailored investment plans, and monitor portfolios for performance and risk.

The role covers retirement planning, offshore options, tax-efficient strategies, and estate considerations, with a strong emphasis on building lasting client relationships through transparent, trusted advice.

Formación

• Proven track record as a Financial Advisor or similar client-facing role.
• Strong knowledge of investment vehicles, retirement planning, and wealth management.

Responsabilidades

• Conduct comprehensive financial needs analyses with clients to understand goals and risk tolerance.
• Develop and present customized financial plans covering investments, retirement, insurance, and estate planning.
• Provide expert advice on investments, annuities, and life insurance.
• Monitor portfolios and market performance, making adjustments as needed.
• Build and maintain a strong client base through networking and relationship management.
• Ensure compliance with financial regulations and ethical standards.

Conocimientos

Financial Planning

Investment Advice

Portfolio Management

Client Relationships

Herramientas

AtWork CRM

Descripción del empleo

Key Responsibilities

As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:
Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients' life goals.
Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.
Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.
Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.
Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.
Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.

Our client seeks a proactive and client-focused Financial Advisor to join their thriving Wealth Management division in Durban. You will play a key role in developing personalized financial plans and investment strategies for individuals and families. This position requires a deep understanding of financial markets, investment products, and retirement planning to help clients achieve their long‑term financial goals. You will build lasting relationships based on trust and expert advice, contributing significantly to client success and company growth.

Key Responsibilities

• Conduct comprehensive financial needs analyses with clients to understand their goals, risk tolerance, and financial situation.
• Develop and present customized financial plans covering investments, retirement, insurance, and estate planning.
• Provide expert advice on a range of financial products, including investments, annuities, and life insurance.
• Monitor clients' portfolios and market performance, making recommendations for adjustments as needed.
• Build and maintain a strong client base through effective networking and relationship management.
• Ensure compliance with all relevant financial regulations and ethical standards.

Requirements

• Proven track record as a Financial Advisor or in a similar client‑facing financial services role.
• Strong knowledge of investment vehicles, retirement planning, and wealth management