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In-House Financial Consultant

2 months ago

Worcester, Worcestershire, United Kingdom Old Mutual Full time

About the Role

This position provides expert financial advice to a specific allocated market, with individual accountability for achieving results through their own efforts.

An accredited financial professional offers proactive, on-demand financial services and advice to customers within an assigned customer market.

Key responsibilities include maintaining superior service delivery to customers, building strong client relationships, and recommending sound financial solutions that align with customer goals, the customer value proposition, and compliance frameworks.

The role requires formal in-house training, completion of prescribed regulatory exams, and accreditation with the Financial Services Regulatory authority, as well as ongoing professional development.

Requirements

  • Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A valid Driver's licence and own car
  • A clear criminal and credit check
  • A minimum of 3 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)

What We Offer

Old Mutual is committed to providing a supportive and inclusive work environment that fosters growth and development.