Old Mutual Limited is a leading pan-African financial services group that offers diverse financial solutions across 14 countries, including South Africa, Namibia, Kenya, Nigeria, and China. With over 170 years of experience, Old Mutual has been empowering individuals and businesses to achieve their financial goals while making a positive impact on communities. With more than 30, 000 employees, the company takes pride in creating opportunities for growth and development, shaping a sustainable and prosperous future for Africa. Joining Old Mutual means accessing expert advice, industry-leading tools, and the opportunity to be part of a purpose-driven organization.
Role Description
This is a full-time, on-site role for a Salaried Financial Adviser based in Cape Town. The Financial Adviser will work closely with clients, providing tailored financial advice and building long-term relationships. Key responsibilities include conducting financial needs analysis, assisting with retirement and investment planning, and creating and implementing strategies to help clients achieve their financial goals. The role also involves staying up-to-date on industry trends and compliance requirements to deliver informed and reliable advice.
Qualifications
- Expertise in Financial Planning and overall Finance principles
- Skills in Retirement Planning and Investments to support client objectives
- Proficient in Financial Advisory, providing tailored and goal-oriented solutions
- Strong interpersonal and communication skills for building lasting client relationships
- Relevant qualifications in Financial Planning or a related field, and industry certifications (e.g., CFP) are advantageous
- Proficiency in compliance with regulatory requirements and financial products
- Ability to work independently while supporting a collaborative and client-centered team environment
