In-house Financial Advisor (Worcester), Worcester
Client: Old Mutual
Location: Worcester, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference: 44db0c1a7b26
Job Views: 4
Posted: 02.05.2025
Expiry Date: 16.06.2025
Job Description:
This role provides advice on a specific range of products to a defined market segment and is individually accountable for achieving results through personal efforts.
An accredited financial adviser offers proactive, on-demand financial services and advice to customers within an allocated market segment.
You will be responsible for delivering excellent service, building strong client relationships, and providing sound financial advice that aligns with clients' financial goals, value propositions, and compliance standards.
The role requires formal in-house training, completion of prescribed regulatory exams, and accreditation with the Financial Services Regulatory Authority, along with ongoing professional development.
Requirements:
* Grade 12 (Matric) certificate
* FAIS compliance
* RE5 qualification (advantageous)
* Valid driver’s license and own vehicle
* No criminal or credit history issues
* Minimum of 3 years relevant work experience (preferably in sales)
* Proven computer literacy (MS Office)
* Excellent communication skills (written and verbal)
Skills:
Education:
Closing Date:
06 June 2024
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