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Experienced Financial Planner

2 months ago


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

h3>Unlock Your Financial Potential with Old Mutual Limited/p>h3>As a Financial Advisor, you will play a vital role in helping our valued customers achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending tailored financial plans and solutions./p>h3>Key Responsibilities:/h3>ol>li>Conduct thorough financial needs analyses to understand customers' goals and objectives/li>li>Develop and implement comprehensive financial plans to meet customers' needs/li>li>Provide ongoing support and guidance to customers to ensure they stay on track with their financial goals/li>ol>h3>Requirements:/h3>ol>li>Bachelor's Degree in a relevant field/li>li>High School Diploma (Grade 12) or equivalent/li>ol>h3>What We Offer:/h3>ol>li>A dynamic and supportive work environment/li>li>Ongoing training and development opportunities/li>li>A competitive salary and benefits package/li>ol>