Aspiring Financial Advisor

I am a Business Manager and I help business owners and busy professionals simplify their financial future so that they can focus on their families…

Company Description

Old Mutual Limited is a premium pan-African financial services group providing a wide range of financial solutions to both retail and corporate customers in 14 countries. With over 170 years of experience, we are dedicated to helping customers achieve their lifetime financial goals and improving their communities. We employ over 30,000 individuals across Africa and Asia and are committed to creating opportunities that foster growth and development in Africa. By joining our team, you will have access to top-tier resources, advice, and tools to excel in your career.

Role Description

This is a full-time on-site role for an Aspiring Financial Advisor, located in Klerksdorp. The Aspiring Financial Advisor will assist clients in financial planning, retirement planning, and investment strategies. Day-to-day tasks include providing tailored financial advice, managing client portfolios, and developing financial plans to meet clients' needs. The role requires regular client meetings, financial analysis, and staying up-to-date with financial market trends.

Qualifications

• Financial Planning and Financial Advisory skills
• Expertise in Retirement Planning and Investments
• Finance skills for analyzing client financial situations
• Excellent communication and interpersonal skills
• Ability to work effectively on-site in Klerksdorp
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as CFP (Certified Financial Planner) preferred

Seniority level

Employment type

Job function

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