Overview
Financial Advisor Jobs in Mafikeng, North-West, South Africa at Old Mutual
Title: Financial Advisor
Company: Old Mutual
Location: Mafikeng, North-West, South Africa
Company Description
Old Mutual Limited is a Pan-African financial services company with primary and secondary listings on several African and international stock exchanges, including the Johannesburg Stock Exchange. The company is committed to addressing the financial needs of Africa’s people, empowering communities, and supporting infrastructure development across the continent. Old Mutual has a rich history of partnering with individuals and businesses to build a brighter future for all. The organization continues to grow under the mission of serving Africa and its people.
Role Description
This is a full-time hybrid role for a Financial Advisor, based in Mafikeng with some work-from-home flexibility. The Financial Advisor will be responsible for providing sound financial planning, including retirement planning and investment advisory services tailored to clients’ unique needs. Daily tasks will involve developing financial strategies, assessing client financial goals, and offering expert advice to help clients achieve their long-term financial objectives.
Qualifications
- Proficiency in Financial Planning and thorough understanding of Finance principles and practices.
- Strong skills in Retirement Planning and Investments to support clients in building robust financial portfolios.
- Expertise in Financial Advisory services, including creating tailored financial strategies for diverse client requirements.
- Exceptional communication, interpersonal, and relationship-building skills.
- Relevant financial certifications or qualifications such as CFP (Certified Financial Planner) accreditation preferred.
- Proven track record in achieving client satisfaction and meeting financial performance targets.