Senior FP&A Analyst utilizing data analytics for strategic financial decisions at CloudPay. Involves reporting, budgeting, and providing financial guidance across business initiatives.
About the role
- Commissioned Financial Adviser at Old Mutual providing financial advice and solutions to clients. Responsible for expanding business and achieving customer lifetime goals with financial planning.
Responsibilities
- Champion our valued customers to achieve their lifetime goals
- Identify customers' financial needs
- Provide sound financial advice
- Recommend and implement 'fit for purpose' financial plans and solutions
- Procure new business
- Expand sales of products and services with existing customers
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
- Professional development opportunities
- Build from an unmatched foundation of established, multinational financial services
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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