Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service's needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.
This role focuses on tactical and operational management within the MFC Advice function. The incumbent is individually accountable for achieving results through own efforts, over a period of 3 months to 1 year.
Promotes the single Advice philosophy and principles appropriate for the MFC Market.Focuses on maintenance of and enhancements to the MFC Advice House view in line with the Multi-channel Advice Framework.Responsible for Advice enablement (including appropriate tools and processes).Monitors, influences, and reports on the adherence to the Advice Model by Distribution Management (including Advice related metrics).Manages market conduct for Advice in MFC.Implements management actions derived from advice compliance monitoring and compliant outcomes.Participates in business change initiatives affecting advice.Manages a small team of people.Requirements Previous experience in a similar role within the Financial Services Industry with a proven understanding of Advice models, processes, and tools.Certified Financial Planner (CFP) would be an advantage.Skills ExecutingInnovationLeading with InfluenceRelatingStrategic ApproachCustomer FirstEducation Bachelors Degree (Required)
Closing Date 09 November 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 the Old Mutual's Covid-19 vaccination policy for further detail. 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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