Experienced Financial Consultant

4 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Old Mutual Limited Full time

Financial Planning Role Overview

We are looking for a self-motivated and dynamic individual who has a passionate entrepreneurial spirit to join Old Mutual Limited as a Financial Planner.

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Key Responsibilities:

  1. Identify and understand customers’ financial needs and provide tailored advice.
  2. Develop and implement financial plans and solutions that meet customers’ goals.

Requirements:

  1. Bachelor’s Degree.
  2. High School (Grade 12) qualification.

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual Limited and the specific business unit in question.



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