Financial Advisor Paarl and Stellenbosch - South Africa
Old Mutual Personal Financial Advice
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. At a glance it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions 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. Matric or equivalent qualification A clear criminal record A clear credit record Valid Driver's License Access to a vehicle for work purpose Minimum of 2 - 5 years of relevant work experience
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