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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 customers 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 customers 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 Drivers 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 1 April 2022. 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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NTZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147925&xid=1554_5656
2y
1
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 customers 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 customers 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 Drivers 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 1 April 2022. 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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NjZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147954&xid=1554_5666
2y
2
About WPP Insurance:WPP Insurance is a new name in the insurance industry, known for our commitment to excellence, innovation, and the well-being of our clients. We're on the hunt for an analytical, detail-oriented, and professional Accountant to join our dynamic finance team. If you have a knack for numbers, knolage of the insurance industry, and a passion for driving business success, we want to hear from you!Position: AccountantLocation: Our headquarters are based in Umhlannga, with the option for partial remote work.Key Responsibilities:Financial Analysis & Reporting: Prepare accurate monthly, quarterly, and annual financial reports. Analyze financial data to support business decision-making and report on variances.Budgeting & Forecasting: Assist in the preparation of budgets, forecast company financials, and monitor financial status by comparing and analyzing actual results with plans and forecasts.Compliance & Auditing: Ensure compliance with accounting policies and regulatory requirements. Coordinate with internal and external auditors to facilitate audits.Process Improvement: Identify opportunities for process improvements to optimize financial procedures and systems.Stakeholder Management: Work closely with various departments to gather financial data and provide accounting support.Qualifications:Bachelor’s degree in Accounting, Finance, or related field.CPA or equivalent qualification is highly preferred.Minimum of 3 years of accounting experience, preferably in the insurance or financial services industry.Strong understanding of GAAP and other financial regulations.Proficiency in financial software and MS Office, particularly Excel, and ZohoExcellent analytical, problem-solving skills, and attention to detail.Strong communication and interpersonal skills, with the ability to work effectively in a team environment.We Offer:Competitive salary and benefits package.Opportunities for professional growth and development within a supportive team environment.Flexible work arrangements to balance your work and personal life.A culture that values diversity, inclusion, and gives back to the community.How to Apply:Please respond with your resume and a cover letter. Include in your cover letter why you believe you are the perfect fit for this role and how you can contribute to the success of WPP Insurance.Application Deadline: 1 April 2024WPP Insurance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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