An accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market
Job Summary
An accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.
The role calls for formal in-house training, completion of prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority, requiring continuous professional development.
Old Mutual assists you in reaching your career goals by helping you grow, develop and build on your future aspirations through quality training and support.
Matching Summary
An accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.
Skills & Requirements
Must-have
Pro-active financial advice delivery
Building strong client relationships
Compliance with regulatory frameworks
Computer literacy with MS Office
Excellent written and verbal communication
Nice-to-have
Interacting with people
Embracing change
Articulating information
Meeting timescales
Developing strategies
Pursuing goals
Ability to convince and influence
Seizing opportunities
Key Requirements
Grade 12 (Matric) certificate
FAIS compliance RE5 an advantage
Clear criminal and credit check
Minimum 3 years working experience
Accreditation with Financial Services Regulatory authority
Work Rights
In line with Employment Equity Plan of Old Mutual South Africa