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  • jobs
  • 1 month ago

jobs description

Company Description

May-San Financial Services, located in Durban, is an Old Mutual Agency franchise that offers financial advisors a roadmap to success in building their practices and achieving positive outcomes for their clients. May-San Financial Services operates under the OM FSP License and partners with Old Mutual, South Africa's most trusted financial services provider, to provide advisors with best-of-breed financial planning resources, tools, and advice. With the freedom to work for themselves, advisors can grow their brand with hands-on guidance and support, as well as the latest technology-driven business submission processes and tracking.

Role Description

This is a full-time hybrid role for an Experienced Financial Advisor. The Financial Advisor will be responsible for day-to-day tasks related to financial planning, finance, retirement planning, investments, and providing financial advisory services. The role is based in Durban, with flexibility for some remote... work.

Qualifications
• Financial Planning, Retirement Planning, and Financial Advisory skills
• Experience in finance and investments
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Strong analytical and problem-solving abilities
• Certification or qualifications in financial planning or a related field
• Knowledge of local financial regulations and industry trends
• Experience in a similar role is preferred
Durban South Africa

salary-criteria

Apply - Experience Financial Advisor Durban