FP&A Manager driving financial planning and reporting processes at med - tech company Hilo by Aktiia. Focused on budgeting, forecasting, performance analysis, and business partnering for better decision - making.
About the role
- Financial Adviser providing tailored financial advice to clients at Old Mutual. Assessing financial needs and developing strong client relationships in South Africa.
Responsibilities
- Advise clients on financial products and services
- Develop and maintain client relationships
- Assess clients' financial needs and goals
- Provide tailored financial advice to align with client objectives
- Manage client portfolios and ensure satisfaction
Requirements
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- Completion of additional FAIS requirements such as Investments Class of Business
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
Benefits
- Health insurance
- Retirement plans
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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