Role Overview

The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them.

This role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and 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?

1. 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.
2. Provide proactive, on-demand financial service and advice to customers within your allocated customer...