Financial Planning and Analysis

• Champion valued customers to achieve their lifetime goals by identifying their financial needs
• Provide sound financial advice and recommend and implement "fit for purpose" financial plans and solutions
• Consultative selling, direct selling and identifying sales opportunities
• Build and strengthen customer relationships and manage customer feedback
• Use sales software and manage sales data to grow advisory practice
• Define and grow a unique advisory career and practice within Old Mutual's PFA distribution channel

Financial Adviser

Branch Consultant, Financial Advisor

Associate Financial Advisor, PFA