In-house Financial advisor ( Wynberg ) at Old Mutual South Africa May, 2021

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- In-house Financial advisor ( Wynberg ) at Old Mutual South Africa
- View Jobs in Banking / Financial Services / View Jobs at Old Mutual South Africa
Posted: May 26, 2021

Deadline: Not specified
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Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.

In-house Financial advisor ( Wynberg )
- Job Type Full Time
- Qualification Bachelors
- Experience
- Location Western Cape
- City Cape Town
- Job Field Finance / Accounting / Audit
Job Description
- This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
- The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Provides advice in line with the customer value proposition & compliance framework.
- Develops, tracks & reviews business plan to meet individual performance targets.
- Works in specific allocated markets.
- Works with a specific range of products.
- Prospecting is limited.
- Receives a base salary & bonuses - no commission.
Closing Date
- 1 June 2021
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Method of Application

Interested and qualified? Go to Old Mutual South Africa on oldmutual.wd3.myworkdayjobs.com to apply

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In-house Financial advisor ( Wynberg ) at Old Mutual South Africa

In-house Financial advisor ( Wynberg )

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In-house Financial advisor ( Wynberg ) at Old Mutual South Africa

In-house Financial advisor ( Wynberg )

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