Technology Support Coordinator supporting investment management applications and trading platforms at Mercer. Ensuring seamless resolution of technical issues and maintaining comprehensive documentation.
About the role
- Financial Adviser role providing exceptional financial advice and quality service to customers at Old Mutual. Helping clients achieve their financial goals and manage their investments.
Responsibilities
- Provide exceptional financial advice and quality service to your customers
- Help clients achieve their financial goals and manage their investments
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
- A valid driver’s licence and own car
- A clear criminal and credit check
Benefits
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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