In-House Financial Advisor (Somerset West Mall)

In-house Financial Advisor (Somerset West Mall) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
An accredited financial adviser provides pro-active, on-demand financial service and advice to customers within an allocated customer market.
You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that delivers financial solutions in line with the customer's financial goals, the customer value proposition, and compliance frameworks.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority, and requires continuous professional development.
Requirements: Grade 12 (Matric) certificate FAIS compliance RE5 an advantage A valid Driver's licence and your own car A clear criminal and credit check A minimum of 3 years working experience (preferably in sales) Proven computer literacy (MS Office suite) Excellent communication skills (written and verbal) Closing Date: 09 September 2024
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to Old Mutual's Covid-19 vaccination policy for further details. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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