Financial Advisor

Company Description

Old Mutual Limited is a Pan-African financial services company listed on the Johannesburg Stock Exchange, with secondary listings on the London, Malawi, Namibia, and Zimbabwe stock exchanges. Focused on Africa and its people, Old Mutual has played a pivotal role in educating children, empowering small businesses, and improving infrastructure across the continent. Our deeply rooted commitment continues to drive positive change #With Africa For Africa .

This is a full-time hybrid role for a Financial Advisor. The position is located in East London with some work-from-home flexibility. The Financial Advisor will be responsible for sourcing potential clients, creating personalized financial plans IE risk cover planning, retirement planning, investment advice, and overall financial advisory services. The role involves sourcing clients, conducting client meetings, assessing financial needs, and developing comprehensive financial strategies.

• Experience in Investments and Financial Advisory are a plus
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Relevant certifications (e.g., CFP, CFA) are a plus
• Matric & a Driver's license are minimum requirements