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  • Posted: Apr 20, 2023
    Deadline: Not specified
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    Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
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    Technical Financial Planning Coach

    Job Description

    • The purpose of the role is to provide financial planning technical support to Wealth Partners and their support staff on the Wealth Integrator, OMW Advice tool, thereby enabling best advice.

    Key responsibilities will include amongst others the following:

    • Delivers telephonic, virtual and e-mail technical financial planning support on the Wealth Integrator (advice tool – WI) client engagement.
    • Delivers financial planning technical support on financial plans by trouble shooting and problem solving.
    • Mentors/trains support staff of Wealth partner community on navigation and technical WI.
    • Proactively identifies emerging trends/issues/challenges for WI training & enhancement.
    • Identifies & log bugs, improvements of WI to proposition team.
    • Training key internal and external clients on technical Wealth Integrator.
    • WI testing when enhancements are implemented.

    Qualifications, Skills and Experience required:

    • Studying towards CFP ® or Financial Planning Diploma.
    • 3 years financial investment/planning experience or relevant financial planning degree/qualification.

    Closing Date

    05 May 2023

    Method of Application

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

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