About the role

  • Aspiring Financial Adviser supporting clients in achieving lifetime financial goals. Identifying needs, providing advice, and implementing financial plans with Old Mutual.

Responsibilities

  • Championing our valued customers to achieve their lifetime goals
  • Identifying their financial needs
  • Providing sound financial advice
  • Recommending and implementing 'fit for purpose' financial plans and solutions

Requirements

  • NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Professional development

Job title

Financial Adviser

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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