Senior Financial Planning Specialist

2 weeks ago


Kimberley, British Columbia, Canada Old Mutual Full time

We are seeking a self-motivated and dynamic Senior Financial Planning Specialist to join one of Africa's leading insurance companies, Old Mutual.

Key Responsibilities:

  • Champion valued customers to achieve their lifetime goals by identifying financial needs and providing sound financial advice
  • Recommend and implement 'fit for purpose' financial plans and solutions

Requirements:

  • Bachelors Degree (B)
  • High School (Grade 12) required

Estimated Salary: R300,000 - R450,000 per annum

About the Role:

The successful candidate will be part of a dynamic team that aspires to be a Financial Advisor. This role offers an exciting opportunity to work with our valued customers to identify their financial needs and provide tailored solutions.

What We Offer:

  • A competitive salary package
  • Ongoing professional development opportunities

Employment Equity: The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Covid-19 Vaccination Policy: Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process.



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