Aspiring Financial Advisor - Hermanus

Old Mutual Personal Financial Advice • Other • Hermanus, Western Cape, South Africa • $300 - $400 / year • 8h ago

Role Overview

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them.

At a glance, it is about 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.

Duties & Responsibilities

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
Understand the customer’s personal and financial circumstances – and their goals or dreams for the future, requiring strong interpersonal and communication skills to build solid relationships.

Benefits

Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.
Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser.
Upon successful completion of the Adviser Academy Learning Programme and accreditation to operate as a Financial Adviser, you will receive market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover.
Exceptional support, development coach/mentor, and ongoing learning and training.
First-class technology.
A great culture with people who do great things every day.