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The Aspiring Financial Advisor role focuses on helping customers achieve their financial goals through personalized advice and plans. The advisor will assess financial needs and offer suitable financial solutions to clients, working closely with them to ensure accountability and effective communication.

The Commissioned Financial Advisor role at Old Mutual involves providing financial advice, identifying customer needs, and developing financial plans. The position requires individuals to procure new business and expand existing customer relationships. This position emphasizes a customer-focused approach and the ability to work independently.

The Relationship Manager at Old Mutual will oversee internal client relationships, manage financial controls, and lead risk scenario modeling and investment management. This role involves analyzing risks, developing investment recommendations, and ensuring compliance with financial policies. Strong communication and financial skills are essential for advising and collaborating with team members to enhance operational efficiency.

The role involves working as an aspiring Financial Advisor, focusing on addressing customer financial needs and providing tailored financial advice to help clients achieve their financial goals.

The role involves providing financial advice, achieving results through personal effort, ensuring customer service, analyzing problems, developing customer relationships, adhering to compliance, and identifying new business opportunities in a specific market. It includes duties such as managing sales data and enhancing the company's visibility.

The Learning Experience Designer at Old Mutual is responsible for creating impactful learning solutions that align with organizational goals. This role combines instructional design expertise with leadership, overseeing a team tasked with developing L&D programs. Key responsibilities include content preparation, program delivery, learning needs analysis, policy development, and data analytics to measure learning effectiveness.

The role involves performing due diligence functions including AML screening and vetting of customers, vendors, and service providers. Responsibilities include following standardized processes for documentation processing, providing administrative support, and improving standard operating procedures. The analyst must manage immediate administrative requirements and ensure adherence to service delivery standards.