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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.
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 & Qualifications
Long-term Insurance Class of Business
Industry Keywords
financial servicesfinancial planningfinancial adviser
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