Posted on: 18 May 2017
ID 540729

Financial Planner

Old Mutual is a stable, well established company who are currently looking for suitable candidates to fill the role of Financial Adviser.

Our Advisers are professionals with a solid understanding of investments, policies and financial planning.

All our Advisers participate in regular training to keep up-to-date with legislation, industry changes, new investment strategies and product changes or enhancements.

Candidates need not necessarily have previous industry experience as they will be given training.

Job description :

  • Support your clients to help identify and meet their financial goals.
  • Understand your client's immediate needs, long term objectives and level of comfort with risk.
  • Provide specific advice that is tailored to ensure it is always in the best interests of the client.
  • Build effective and long term relationships with clients.

You will need :

  • To be in possession of a matriculation certificate
  • Have your own car and valid driver's licence
  • Be well connected within the Port Elizabeth and surrounding areas
  • Be 25 years or older

We offer :

  • Performance allowance + com
  • Medical aid
  • Pension
  • Laptop

Interested persons please send your CV to : lwhitney@oldmutual.com

Occupation:
Financial Planner
Finance jobs
More details
Contract type:
Full-time


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