Financial Adviser/planner
OLD MUTUAL are looking for candidates who meet the necessary criteria for Financial Planner for May 2018. Candidate Requirements :
We are passionate about helping 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. 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.
· 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 :
· Basic + com
· Medical aid
· Pension
· Laptop.
Interested persons please send your CV to lwhitney@oldmutual.com