Mfc Salaried Financial Advisor

Mutual Fund

Standerton, , South Africa
Financial advice in allocated markets
Compliance with fais category b
Client relationship building
This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts

Job Summary

  • This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
  • The successful candidates must comply with all FAIS requirements, including Fit and Proper requirements of honesty, integrity, competence, and relevant qualifications.
  • 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.

Matching Summary

This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

Skills & Requirements

Must-have

  • Financial advice in allocated markets
  • Compliance with FAIS Category B
  • Client relationship building
  • Sales and business plan development
  • Computer literacy with MS Office

Nice-to-have

  • Presentation skills
  • Collaborative teamwork
  • Strong communication skills
  • Decision making and planning
  • Customer focus and tenacity

Key Requirements

  • Grade 12 (Matric)
  • Valid driver’s licence and own car
  • FAIS compliance
  • Clear criminal and credit check
  • Minimum 3 years sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter