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Financial Adviser
Old Mutual LimitedFinancial Adviser at Old Mutual providing financial services and planning for clients. Requires financial experience and certifications to support client needs.
About the role
Key responsibilities & impact- Advise clients on financial services
- Construct financial plans for clients
- Maintain client relationship and engagement
Requirements
What you’ll need- 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
Benefits
Comp & perks- Completion of additional FAIS requirements such as Investments Class of Business
- Regulatory Examination 5 (RE5)
- A valid driver’s licence and own car
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 managementclient engagementadvisory skills
Certifications
Long-term Insurance Class of Business