Financial Advisor - Client Growth & Solutions

Financial Advisor - Client Growth & Solutions

Full-Time 29700 - 36300 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Advise clients on financial products and develop strong relationships to drive growth.
  • Company: Old Mutual, a leading financial services provider in the UK.
  • Benefits: Competitive salary, performance bonuses, and opportunities for professional development.
  • Other info: Emphasis on compliance and market development in a supportive environment.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Grade 12, FAIS compliance, valid driver’s license, and 3 years of sales experience.

The predicted salary is between 29700 - 36300 £ per year.

Old Mutual in the United Kingdom seeks an experienced sales professional to advise on a range of products to a allocated market.

You will handle customer service, CRM data, and relationship development to drive new business and retain clients.

Requirements include Grade 12, FAIS compliance, a valid driver’s license, and at least 3 years in sales with strong communication and presentation skills.

The role emphasizes compliance and market development.

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Financial Advisor - Client Growth & Solutions employer: oldmutual

Old Mutual South Africa is an excellent employer for those seeking a part-time Financial Adviser role, offering a supportive work culture that values client relationships and personal growth. Employees benefit from flexible working hours, comprehensive training, and opportunities to enhance their financial advisory skills while making a meaningful impact in the community. With a focus on trust and wealth building, this position allows you to thrive in a dynamic environment that encourages entrepreneurial spirit and professional development.

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Contact Details:

oldmutual Recruitment Team

We think you need these skills to ace Financial Advisor - Client Growth & Solutions

Sales Skills
Customer Service
CRM Data Management
Relationship Development
Business Development
Communication Skills
Presentation Skills