Established Financial Adviser

Company Description

Old Mutual Limited is a leading pan-African financial services group offering a broad spectrum of financial solutions to retail and corporate customers across 14 countries. With a 170-year history of helping customers achieve their financial goals, Old Mutual invests client funds in ways that create positive futures for individuals, families, and communities. Employing over 30,000 people, Old Mutual operates in Africa and Asia, contributing significantly to the betterment of communities while ensuring business sustainability.

Role Description

As a full-time Personal Financial Advisor at Old Mutual South Africa, you will provide tailored financial advice to clients, helping them achieve their lifetime financial goals. Your tasks will include financial planning, personal finance management, retirement planning, and offering comprehensive financial services. This is a hybrid role based in Pretoria, with the flexibility to work from home as required.

Qualifications

• Skills in Financial Planning, Personal Finance, and Finance
• Experience in Retirement Planning and Financial Services
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Bachelor's degree in Finance, Accounting, Economics, or related field
• Relevant certifications such as CFP (Certified Financial Planner) are advantageous
• Ability to work independently and as part of a team

#J-18808-Ljbffr