The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the
vital role in handling customer interactions and financial transactions. This position is ideal for individuals individuals adept at customer service, focusing on financial management, issue resolution, and team development invoices, sending mandates, and ensuring all financial setups are correct Customer interaction (15%): serve as the primary point of contact for complex financial disputes Outstanding rental management (15%): keep financial systems like Zoho CRM/Click Up updated with all actions, maintain accurate financial statements
vital role in handling customer interactions and financial transactions. This position is ideal for individuals individuals adept at customer service, focusing on financial management, issue resolution, and team development invoices, sending mandates, and ensuring all financial setups are correct Customer interaction (15%): serve as the primary point of contact for complex financial disputes Outstanding rental management (15%): keep financial systems like Zoho CRM/Click Up updated with all actions, maintain accurate financial statements
Their responsibilities will encompass achieving financial targets, maintaining service standards, and ensuring
Their responsibilities will encompass achieving financial targets, maintaining service standards, and ensuring
we would be able to assist with. • Assist with Financial Assessment discussions. • Demonstration of system
we would be able to assist with. • Assist with Financial Assessment discussions. • Demonstration of system