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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.
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
ATS Keywords
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Soft Skills
client relationship managementfinancial adviceneeds assessmentsolution provision