Experienced Financial Advisor

May-San Financial Services, an Old Mutual Agency franchise, provides advisors with a structured roadmap to success, enhancing client outcomes through greater efficiencies and superior support. Operating under the OM FSP License, May-San Financial Services equips advisors with the top-tier resources, tools, and advice backed by Old Mutual's esteemed reputation as South Africa's leading financial services provider. This entrepreneurial environment allows franchisees the freedom to define their ethos while benefiting from substantial guidance, support, and the latest technology-driven business processes.
Role Description
This is a full-time hybrid role for an Experienced Financial Advisor, based in Durban with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services. Daily tasks will include assessing clients' financial situations, developing tailored financial plans, conducting financial analysis, and providi...