Salaried Financial Advisor

Old Mutual South Africa; Wes-Kaap; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading pan-African financial services firm is seeking a full-time Salaried Financial Advisor in Cape Town. You will be responsible for delivering personalized financial planning and advisory services to clients, ensuring they achieve their financial goals. Ideal candidates possess strong analytical skills, relevant certifications, and are driven to create positive impacts on their customers' futures.

Qualifications

• Relevant financial certifications including RE05 and a Certificate in Financial Product are essential.
• Strong problem-solving and analytical skills required.
• Excellent communication and interpersonal skills are mandatory.

Responsibilities

• Provide financial planning and retirement advisory services to clients.
• Make investment recommendations for retail and corporate clients.
• Develop tailored financial strategies to meet client needs.

Skills

Financial Planning

Retirement Planning

Investment Expertise

Analytical Skills

Interpersonal Abilities

Education

RE05 Certification

Certificate in Financial Product

Matric

Job description

Company Description

Old Mutual Limited is a premium pan-African financial services group with a presence in 14 countries across Africa and Asia. We help our customers achieve their lifetime financial goals by investing in ways that create positive futures for them and their communities. With a commitment to creating opportunities and shaping a better future, we provide the tools and frameworks to empower our team members to be exceptional. #MomentsThatMatter

Role Description

This is a full-time on-site role as a Salaried Financial Advisor located in City of Cape Town. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations to retail and corporate customers.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning skills
• Expertise in Investments and Financial Advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Relevant certifications such as RE05,
• Certificate in financial product.
• MATRIC
• REQUIREMENTS :
• LICENSE
• OWN CAR