Aspiring Financial Adviser guiding clients to achieve their financial goals. Identifying needs and implementing financial solutions at Old Mutual, a leading insurance company.
Responsibilities
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
Requirements
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
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