Financial Advisor | Pretoria, South Africa | Ref: DM20210105-01

OVERVIEW:

Our client has been an Accredited Old Mutual Franchise since 2011. Before our client joined the franchise business they spent 23 years in senior management in Old Mutual. Our client currently has over 43 Financial Advisors under their AFD and expanding rapidly. Our client predominantly focuses on the middle to high income markets in South Africa offering the full compliment of Old Mutual products and services. 

Our client offers Franchise Financial Advisors who have the potential to succeed as a professional Financial Advisors the opportunity to develop and grow an advisory practice within an established business, under the auspices and security of Old Mutual.

It allows you to optimise your earning potential in a secure financial environment

OLD MUTUAL STATURE: 

  • The largest, well-established financial services provider in SA
  • Over 173 years experience
  • Strong operating performance across all businesses
  • Good balance sheet position
  • Strong financial flexibility
  • Access to international capital markets
  • Diversity of business
  • Comprehensive product range

OUR CLIENTS PREDOMINANT FOCUS: 

  • Risk Protection – Greenlight
  • Saving and Investment – Max Investments
  • Short-term Insurance – Old Mutual Insure
  • Banking – Old Mutual Finance
  • Health Solutions – Fedhealth & Bonitas
  • Estate Planning – Old Mutual Trust
  • Wealth Planning 

OUR CLIENTS VALUE PROPOSITION: 

Financial

  • Financial independence
  • Financial self-determination
  • Higher disposable income

Recognition

  • Acknowledgement for your efforts and achievements
  • Self-actualization so that you can determine your career path
  • Sense of belonging – as part of a supportive team

Supportive environment

  • Support when you need it
  • Camaraderie – to share experience and the ups and downs
  • Infrastructure – that makes it easier to do business

Brand name

  • The credibility that induces trust
  • Reputation that ensures that your client is familiar with the brand

Product range

  • That allows you to offer a holistic solution to your clients
  • Comprehensive choice – satisfying a spectrum of client needs

Less policing

  • Self management where you govern your activities
  • Accountable to yourself

REQUIREMENTS AND QUALIFICATIONS:

  • Tertiary Education (beneficial) 
  • RE 5 or RE 1
  • Minimum 2 years Financial Planning experience
  • Minimum R250k / annual – require commission statements as proof

Note that this is a commission only based position and will be made available to the selected candidate. Our clients commission structure is exceptionally attractive and definitely above market propositions. 

More Information

Only candidates with package can apply for this job.
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