Omf Financial Consultant (Upington)
Old Mutual LimitedWorkFromHome, Mpumalanga, South Africa1 day ago
Job descriptionMatric / NQF 4. Valid Driver’s License. Skills in Financial Planning, Finance, and Financial Advisory. Experience in Retirement Planning and Investments. Excellent analytical and problem‑solving skills. Strong communication and interpersonal skills. Ability to work independently and remotely. Bachelor’s degree in Finance, Economics, or related field (preferred). Certifications such as CFP (Certified Financial Planner) (preferred). Consultative Selling, Customer Feedback Management, Customer-Focused. Probing Questions, Qualifying Prospects, Strategic Selling. Communication, Interpersonal Savvy, Managing Complexity. Customer Focus, Builds Networks, Balances Stakeholders.
Job Title : OM Financial Consultant
Upington, Northern Cape. Senior Financial Advisor role – fully remote, full-time.
Job Description
The role is to deliver expert financial advice, craft and manage financial plans, support clients with retirement and investment strategies, and provide comprehensive advisory services while maintaining regular client communication.
Responsibilities
- Provide expert financial advice and create tailored financial plans.
- Assist clients with retirement planning and investment strategies.
- Maintain regular communication with clients to understand their needs and goals.
- Develop and implement strategies to meet clients’ objectives.
Requirements, Qualifications & Skills
Skills & Competencies
Education
Minimum : NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent.
EEO Statement
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Application Deadline
29 November 2025, 23 : 59.
Location
Upington, Northern Cape, South Africa.
About the Company
At Sanlam / Old Mutual, we believe in unlocking financial confidence through meticulous planning and strategic thinking. The F Factor represents financial confidence, and we invite you to experience it with us. Our team provides support online from 8 : 30 – 16 : 00 weekdays, ensuring that our clients receive the best service whenever they need it.
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Financial Consultant • WorkFromHome, Mpumalanga, South Africa
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