Aspiring Financial Advisor - Hermanus

Updated: March 28, 2024 03:26 PM GMT

Old Mutual Personal Financial Advice

Hermanus

Introduction

The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

At a glance it 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

Duties & Responsibilities

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals... More Detail