Financial Adviser / Planner - Port Elizabeth

2019/10/08 9:19:09 AM
Old Mutual is a stable, well established company who are currently looking for suitable candidates to fill the role of Financial Adviser for .
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 with Mathematics, Maths Lit or Accountancy
• Have your own car and valid driver's licence – THIS IS ESSENTIAL
• Be well connected within the Port Elizabeth and surrounding areas
• Be 25 years or older

We offer :

Performance related basic + commission
• Medical aid
• Pension
• Laptop

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