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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and solutions.
- Company: Join Old Mutual, a leading insurance company committed to African opportunities.
- Benefits: Enjoy a dynamic work environment with growth potential and a focus on collaboration.
- Why this job: Be part of a mission-driven team that values customer success and personal development.
- Qualifications: A Bachelor's degree or high school diploma is required; entrepreneurial spirit is a plus.
- Other info: Old Mutual promotes vaccination and requires disclosure of vaccination status during recruitment.
The predicted salary is between 28800 - 43200 £ per year.
Associate Financial Advisor
Let\’s Write Africa\’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Aspires to be a Financial Advisor
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa\’s leading insurance companies. The role at a glance 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.
Responsibilities
The responsibilities of the Associate Financial Advisor include:
- Identifying clients\’ financial needs.
- Providing sound financial advice.
- Recommending and implementing financial plans and solutions.
Skills
Competencies:
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
27 March 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
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Associate Financial Advisor employer: Old Mutual
Contact Detail:
Old Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Advisor
✨Tip Number 1
Familiarize yourself with Old Mutual's values and mission. Understanding their commitment to the African opportunity and customer focus will help you align your approach during interviews and discussions.
✨Tip Number 2
Network with current or former employees of Old Mutual. Engaging with them can provide insights into the company culture and expectations, which can be invaluable in your application process.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've demonstrated action orientation and effective communication. Highlighting these competencies will show that you are a good fit for the role.
✨Tip Number 4
Stay updated on financial trends and news relevant to the African market. Being knowledgeable about current events will not only impress during interviews but also help you in providing sound financial advice.
We think you need these skills to ace Associate Financial Advisor
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Associate Financial Advisor position. Understand the responsibilities and required skills, so you can tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial advising or customer service. Use specific examples that demonstrate your ability to identify clients' financial needs and provide sound advice.
Showcase Your Skills: Make sure to showcase skills such as effective communication, stakeholder balancing, and customer focus in your application. Provide concrete examples of how you've demonstrated these competencies in past roles.
Follow Application Instructions: Ensure you follow all application instructions provided by Old Mutual. This includes submitting your application before the deadline and including any required documents, such as proof of vaccination status if applicable.
How to prepare for a job interview at Old Mutual
✨Show Your Passion for Financial Advisory
Make sure to express your enthusiasm for helping clients achieve their financial goals. Share any personal experiences or stories that highlight your commitment to financial advising.
✨Demonstrate Your Customer Focus
Prepare examples of how you've successfully identified and met customer needs in the past. This will show that you understand the importance of putting clients first, which is crucial for this role.
✨Highlight Your Collaborative Skills
Discuss instances where you've worked effectively with others to achieve a common goal. Emphasizing your ability to build networks and collaborate will resonate well with the interviewers.
✨Be Ready to Discuss Financial Solutions
Familiarize yourself with various financial products and solutions. Be prepared to discuss how you would recommend and implement these solutions based on different client scenarios.
