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  • Posted: Mar 28, 2022
    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.
    Read more about this company

     

    Salaried Financial Advisor

    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 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.

    Skills

    • Communication Skills, computer skills

    Education

    • High School (Grade 12)  (Required)
       

    go to method of application »

    MFC Salaried Financial Advisor - Mtubatuba

    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.

    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)

    Skills

    • Communication Skills, Excellent organizational, planning and prioritizing skills

    Education

    • High School (Grade 12)  (Required)

    Closing Date:1st, April 2022

    go to method of application »

    MFC Salaried Financial Advisor -Manguzi

    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.

    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)

    Skills

    • Communication Skills, Excellent organizational, planning and prioritizing skills

    Education

    • High School (Grade 12)  (Required)

    Closing Date:1st, April 2022

    go to method of application »

    Junior Feature Analyst

    Job Description

    • To undertake the actioning of business change needs as analysed by the Business Analyst. To complete specific identified tasks as per the Project Plan relating to user functionality, the associated profiles and system access. 
    • Capturing, analysing and documenting requirements as instructed by the Business Analyst/ IT Personal and Project Manager.
    • Be guided to learn the following:
    • Elicit and establish business needs.
    • Administer and record project scoping sessions
    • Articulate internal business requirements.
    • Prepare of the Project Impact Assessment,
    • Prepare and maintain the following project documents:
    • High Level Design,
    • Business Requirements Definition,
    • RACI Matrix,
    • Rollout plans,
    • Training plans.
    • Conduct user acceptance testing on basis of requirements.
    • Contribute generally as a member of the project delivery team to the successful delivery of approved project outputs.

    Job Requirements & Qualifications

    • Bachelor’s degree
    • Agile Certification
    • Business analyses certification AND OR Feature Analyst certification / experience
    • 3 – 5 years’ experience in analyses, design, development and implementation of mobile, application, PWA, apps which automate, support and or service business processes

    Closing Date:1st, April 2022

    Method of Application

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