Old Mutual Looking For Financial Planner/Adviser wanted
OLD MUTUAL are looking for candidates who meet the necessary criteria for Financial Planner for April 2019.
Candidate Requirements:
We are passionate about helping
our clients reach their financial goals.
our clients reach their financial goals.
Our Advisers are professionals
with a solid understanding of investments & financial planning, who
participate in regular training to keep up to date with legislation, industry
changes, product changes or enhancements.
with a solid understanding of investments & financial planning, who
participate in regular training to keep up to date with legislation, industry
changes, product changes or enhancements.
Job description :
Support your clients to help
identify and meet their financial goals.
identify and meet their financial goals.
· Understand your client’s
immediate needs, long term objectives and level of comfort with risk.
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.
is tailored to ensure it is always in the best interests of the client.
· Build effective and long term
relationships with clients.
relationships with clients.
You will need :
· To be in possession of a
matriculation certificate with Maths
matriculation certificate with Maths
· Have your own car and valid
driver’s licence – this is essential
driver’s licence – this is essential
· Be well connected within the
Port Elizabeth and surrounding areas
Port Elizabeth and surrounding areas
· Be 25 years or older
We offer :
· Commission Based Sales Targets
+ Commission
+ Commission
· Medical aid
· Pension
· Laptop
Interested persons, please send your CV to : lwhitney@oldmutual.com
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