Old Mutual Limited

Financial Advisor

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Cape Town • 🇿🇦 South Africa

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Job Level

Junior

About the role

  • Provide personal financial advice to clients
  • Assess client needs and identify financial solutions
  • Build and maintain client relationships

Requirements

  • A minimum of Matric or equivalent
  • A minimum 12 months’ financial services experience as a Financial Adviser
  • A minimum of Long-term Insurance Class of Business completion
  • A valid driver’s licence and own car
  • A clear criminal and credit check
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
personal financial adviceclient needs assessmentfinancial solutions identificationclient relationship management
Certifications
Long-term Insurance Class of Business