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
• Build and grow a financial adviser practice within Old Mutual’s Personal Financial Advice (PFA) channel
• Use company tools and support to deliver exceptional advice and quality service to customers
• Identify and convert sales opportunities and strengthen customer relationships

Financial Adviser

Part-Time Financial Adviser