Personal Financial Advisor

Old Mutual South Africa; Springbok; Hybrid; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player seeks a dedicated Financial Advisor to empower clients through expert financial planning and investment advice. This full-time role, based in Springbok, allows for some remote flexibility. You will engage with clients to develop tailored financial strategies, ensuring they achieve their financial goals. The ideal candidate will possess strong analytical skills, a solid understanding of financial products, and the ability to build lasting relationships. Join a vibrant team committed to making a positive impact in the community through financial services.

Qualifications

• Experience in providing financial services and client relationship management.
• Relevant certifications such as CFP or CFA are preferred.

Responsibilities

• Provide financial planning and advisory services to clients.
• Assist clients with retirement planning and investment recommendations.

Skills

Financial Planning

Retirement Planning

Investment Knowledge

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Client Relationship Management

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

Old Mutual Limited is a Pan-African financial services company listed on the Johannesburg Stock Exchange and with secondary listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges.We are dedicated to servicing Africa and its people , and our mission is to empower individuals and communities through financial services.

Role description:

This is a full-time role for a Financial Advisor at Old Mutual Limited. The Financial advisor will be responsible for providing financial planning and advisory services to clients, including retirement planning and investment recommendations. The role is based in Springbok, but offers flexibility for some remote work.

Qualifications:

Financial Planning and Finance skills

Retirement Planning and investment knowledge

Experience in providing Financial services

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills

Ability to build and maintain client relationships

Relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar

Knowledge of local regulations and financial products

Bachelor's degree in finance, economics, or related field.