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 promoting and providing quality financial services at Old Mutual in South Africa. Focus on building relationships and consultative selling in financial services with diverse clients.
Responsibilities
- Advancing Financial Adviser Campaign at Old Mutual, focusing on consultative selling and customer relationship management
- Build and maintain relationships with clients in a diverse market
- Provide professional advice on financial services and products
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, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Benefits
- A valid driver’s licence and own car
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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