Please note that our Terms of Use and Privacy Notice are applicable.
Back to search (Gauteng > Pretoria / Tshwane > Jobs > Accounting & Finance Jobs> ad 1066561533)
Salaried Financial Advisor at Old Mutual
1 Photo(s)
2 years ago4273 views
Ad Saved to My List
View and manage your saved ads in your account.
Share
WhatsApp
Facebook
Messenger
Twitter
Copy URL
Email
Report Ad
Report This Ad
Reason for Reporting
Email Address
(Required)
Message
(Optional)
Report Ad
By clicking "Report" you accept the Gumtree Terms and Conditions.
General Details
Description
What is a financial advisor?
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.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
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.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Driver's licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by . All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2ODBfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147902&xid=1554_5680
Id Subtitle 1066561533
View More
WhatJobs
Selling for 2+ years
Total Ads25.56K
Active Ads25.56K
Professional Seller
This seller has registered a Gumtree business account which allows them to qualify as a professional seller.To grow your business with Gumtree read more
Seller stats
25.56KTotal Ads
105.60MTotal Views
Contact WhatJobs
Message
(4006)
Name
(Optional)
Email Address
(Optional)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.
Related Ads
A well-established financial services business is seeking to appoint a Specialist Change Management.
Qualifications and Experience:
Bachelor’s Degree in a Human Resources/ Change Management related qualification.
Project Management related qualification will be an advantage.
Change related qualification will be advantageous (E.g., Prosci)
Relevant 5 - 7 years’ experience in Change management related environment of which 2 years must be in an area of expertise.
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful. However, please keep a lookout on our website, www.sixsense.co.za for available positions which may be inline with your career aspirations.
SECTOR: Finance; Human Resources
Job Reference #: SSC000580/MS
Invalid date
1
Our client in the insurance industry is looking for assertive, money hungry individuals who are keen to be groomed as a lead generator in the lead warming department.
Minimum qualification/s required:
Grade 12
Essential Requirements and Skills:
Fluent in English and another official language
Good-listener
Flexible
Professional
Customer-centric
Autonomous
Result-driven
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDUzOTk3MDc5P3NvdXJjZT1ndW10cmVl&jid=1679936&xid=1453997079
Invalid date
1
SavedSave
Minimum Requirements:
Basic bookkeeping trainingPreferably some sort of accounting studies.
Valid driver’s licence and own transportBe prepared to work from our office (Highveld Centurion) and go out to clients.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81MzUzMDQ2MzU/c291cmNlPWd1bXRyZWU=&jid=1517604&xid=535304635
Invalid date
Junior Accountants SoughtMust hold an Accounting QualificationKnowledge of Tax Drivers License Added AdvantageResiding in Centurion will be an added AdvantagePreferred candidates must be readily availableStipend for candidates without experience (R6,000)Candidates with experience (R8,000- R10,000 Depending on qualifications and experience)
Invalid date
1
SavedSave
Well known insurance company Pretoria is looking for a Commercial Broker for Sales to join their team. Starting date January 2024Requirements:- Proven experience as a Commercial Insurance Broker, with a strong sales track record.- Exceptional communication and negotiation skills.- Ability to work independently and as part of a team.- Strong analytical and problem-solving abilities.- A valid drivers license and access to a vehicle for client visits.- Relevant industry qualifications as per the FSCARE5Class of Business- Min 3 years Commercial Sales Experience Email detailed CV to bernadette@prrrecruitment.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82Nzc5NTIzMzY/c291cmNlPWd1bXRyZWU=&jid=1735521&xid=677952336
Invalid date
View More
Back To SearchGumtree Safety Tips
1.Meet in a public space to see the item and exchange money.
2.Never send your item before receiving the money.
3.Never send or wire money to sellers or buyers.
Looking to Sell?
Whether you are selling your car, old cell phone or laptop, learn how much your item could be worth with our Gumtree Pricing Guide.