- Identify customer financial needs
- Provide sound financial advice
- Recommend and implement financial plans and solutions
- Bachelors Degree (B)
- High School (Grade 12) certificate
-
In-house Financial Advisor
1 week ago
Old Mutual Hermanus Full timeDescription · This role provides strategic guidance on a specific range of financial products to allocated markets, with individual accountability for achieving results through own efforts and initiatives.An accredited financial advisor delivers proactive, on-demand financial ser ...
-
Aspiring Financial Advisor
1 week ago
Old Mutual HermanusWe are seeking a self-motivated and dynamic individual with a passionate entrepreneurial spirit to join our team as an Aspiring Financial Advisor in Hermanus. The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, ...
-
Premier Advisor
2 weeks ago
FirstRand Bank Limited Hermanus Full timeTo proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment t ...
Aspiring Financial Advisor - Hermanus - Old Mutual
Description
Let's Write Africa's Story TogetherAt Old Mutual, we believe in the African opportunity and our diverse talent reflects this.
Financial Advisor Role Summary
We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.
Key Responsibilities:
Salary Range:
R 300,000 - R 500,000 per annum
Requirements:
Work Location:
Africa
-
In-house Financial Advisor
Full time Old Mutual- Hermanus
-
Aspiring Financial Advisor
Old Mutual- Hermanus
-
Premier Advisor
Full time FirstRand Bank Limited- Hermanus