Salaried Financial Advisor

About

Description

You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks.

Responsibilities

• Client Engagement: Build and maintain strong relationships with clients to understand their financial objectives and provide tailored advice
• ​ Financial Planning: Develop comprehensive financial plans that include budgeting, saving, investments, retirement planning, and risk management
• ​ Product Recommendation: Advise clients on Old Mutual's range of financial products and services, ensuring recommendations align with clients' needs and risk profiles

Qualifications

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A minimum of 3 years working experience (preferably in sales)

Application instructions:

• apply now!