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Advancing Financial Adviser – Campaign
Old Mutual LimitedFinancial Adviser in South Africa building client relationships and providing personalized financial advice. Requires Matric, financial services experience, and clear criminal check.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementfinancial adviceneeds assessmentsolution provision
Industry Keywords
financial servicesFinancial AdviserMatriccriminal checkcredit check
About the role
Key responsibilities & impact- Provide personal financial advice
- Build and maintain client relationships
- Identify client needs and provide solutions
Requirements
What you’ll need- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A valid driver’s licence and own car
- A clear criminal and credit check
Benefits
Comp & perks- Completion of additional FAIS requirements such as Investments Class of Business
- Regulatory Examination 5 (RE5)
- An FSCA-approved qualification will be advantageous