On-Site Financial Planner & Client Advisor

Old Mutual South Africa; Wes-Kaap; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A leading financial services group in South Africa is seeking a Financial Adviser to provide comprehensive financial planning and advisory services. In this full-time role, you will work closely with clients to assess their financial needs and develop personalized strategies. Candidates should have at least a Matric or equivalent, along with one year of experience in financial services. A valid driver’s licence and a clear criminal and credit check are required for this position.

Qualifications

• A minimum of Matric or equivalent is required.
• 12 months' experience in financial services as a Financial Adviser.
• Completion of Long-term Insurance Class of Business is preferred.

Responsibilities

• Assess clients' financial needs closely.
• Develop personalized financial strategies for clients.
• Recommend suitable investment options.

Skills

Financial planning

Client relationship management

Investment recommendations

Education

Matric or equivalent

Regulatory Examination 5 (RE5)

Job description

A leading financial services group in South Africa is seeking a Financial Adviser to provide comprehensive financial planning and advisory services. In this full-time role, you will work closely with clients to assess their financial needs and develop personalized strategies. Candidates should have at least a Matric or equivalent, along with one year of experience in financial services. A valid driver’s licence and a clear criminal and credit check are required for this position.