Growth-Focused Financial Adviser for Client-Centric Solutions

Old Mutual Limited; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services company in East London seeks a dedicated Financial Adviser to provide exceptional client service and financial advice. The ideal candidate will have at least a Matriculation Certificate and 12 months of experience in financial services. Responsibilities include managing customer relationships and identifying sales opportunities. A valid driver’s licence is required. This position offers opportunities for professional development and career growth within a reputable organization.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements such as Investments Class of Business.

Responsibilities

• Advise clients on financial services.
• Manage customer relationships effectively.
• Identify customer needs and sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Education

Matriculation Certificate (Matric)

Job description

A leading financial services company in East London seeks a dedicated Financial Adviser to provide exceptional client service and financial advice. The ideal candidate will have at least a Matriculation Certificate and 12 months of experience in financial services. Responsibilities include managing customer relationships and identifying sales opportunities. A valid driver’s licence is required. This position offers opportunities for professional development and career growth within a reputable organization.