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Trusted Financial Advisor - Build Futures for Clients

Old Mutual South Africa

De Aar

On-site

ZAR 250 000 - 350 000

Full time

30+ days ago

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Job summary

A leading financial services group is seeking a Financial Adviser in De Aar, Northern Cape. The ideal candidate will provide tailored financial advice to clients, aiming to enhance their financial futures. The position requires a Grade 12 certificate and strong communication skills, along with a proactive approach to service delivery and results. Opportunities for continuous professional development are provided.

Benefits

Quality training and support
Growth and development opportunities

Qualifications

  • FAIS compliance is required.
  • RE5 qualification is an advantage.
  • Minimum of 3 years working experience, preferably in sales.

Responsibilities

  • Provide appropriate financial advice aligned with customer goals.
  • Maintain superior service delivery through effective time management.
  • Continuously develop through accredited courses.

Skills

Client Service Orientated
Decision Making
Interpersonal Communication
Time Management
Proactive Approach

Education

Grade 12 (Matric) certificate

Tools

MS Office Suite
Job description
A leading financial services group is seeking a Financial Adviser in De Aar, Northern Cape. The ideal candidate will provide tailored financial advice to clients, aiming to enhance their financial futures. The position requires a Grade 12 certificate and strong communication skills, along with a proactive approach to service delivery and results. Opportunities for continuous professional development are provided.
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