Job Opportunities at Old Mutual South Africa

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