Financial Advisor

Overview

Old Mutual Limited is a leading pan-African financial services group operating across 14 countries, offering diverse financial solutions to retail and corporate clients. For over 170 years, we have helped customers achieve their financial goals by investing in ways that positively impact individuals, communities, and society. With a workforce of over 30,000, we are dedicated to creating opportunities for personal growth and fostering a sustainable future. Join us to help shape a better Africa through innovation and collaboration while accessing industry-leading tools and frameworks. #MomentsThatMatter

Role Description

This is a full-time on-site position located in Cape Town for a Financial Adviser role. The Financial Adviser will be responsible for providing expert financial planning and advisory services to clients, assisting them in achieving their financial goals. Day-to-day tasks include conducting financial assessments, developing tailored financial strategies, advising on investments, retirement planning, and maintaining strong client relationships. Collaboration with colleagues and adherence to industry regulations will be integral to the role.

Qualifications

• Strong expertise in Financial Planning and Retirement Planning
• Proficiency in Finance and Investments
• Comprehensive knowledge of Financial Advisory practices
• Effective communication and interpersonal skills to build trusted client relationships
• Ability to analyze financial data and provide practical solutions
• Relevant certifications such as CFP® (Certified Financial Planner) are advantageous
• Experience in the financial services industry is a plus
• Bachelor’s degree in Finance, Economics, Accounting, or a related field

Seniority level

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