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Salaried Financial Advisor

Mid-level
πŸ‡ΏπŸ‡¦ South Africa
πŸ’°Equity
Financial Advisor
Finance
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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. 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.

Role Description

Key /Performance Areas

Financial Advice

  • Provides advice in line with the customer value proposition & compliance framework.
  • Works in specific allocated markets.
  • Works with a specific range of products.

Personal Effectiveness

  • Accountable for service delivery through own efforts.
  • Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
  • Ma...
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Old Mutual Life Assurance Company (SA) Ltd

Old Mutual Life Assurance Company (SA) Ltd

A financial services company focused on the African opportunity.

Banking
Insurance
Investment

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