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The Aspiring Financial Advisor will assist customers in achieving their financial goals by identifying their needs and providing tailored financial plans and solutions. This role involves strong communication, collaboration, and customer focus to ensure accountability and quality service.

The Financial Consultant provides advice on specific products to a targeted market, focusing on achieving results independently. Responsibilities include customer service, compliance assessment, CRM data management, needs clarification through interviews, business development support, and relationship development with potential customers.

The Operational Specialist in Payments at Old Mutual is responsible for the operational support of various payment streams, managing customer queries, processing reconciliations, investigating unresolved items, and ensuring compliance with industry regulations. This role also involves providing insights for process improvements and participating in audits and training support for customer service teams.

The Salaried Financial Advisor will be responsible for providing financial advice to clients, enhancing customer relationships, identifying sales opportunities, and ensuring operational compliance. This role includes developing comprehensive relationship management plans, analyzing customer needs, and maintaining accurate CRM data to drive effective business development and customer retention efforts.

The Aspiring Financial Advisor will assist customers in achieving their financial goals by identifying their needs and providing tailored financial advice and plans. Successful candidates will be self-motivated, dynamic, and possess an entrepreneurial spirit while focusing on customer satisfaction and effective communication.

The Claims Administrator at Old Mutual is responsible for managing claims processes, including the registration of claims, following up for documentation, client communication, and preparing analytical reports. They will evaluate low-value claims, ensure compliance with claims policies, and develop excellent customer service skills.

The Assistant Financial Accountant is responsible for managing accounting transactions, internal and external reporting for subsidiaries, and ensuring the accuracy of financial records. This role includes performing journal entries, reconciliations, preparing financial statements, tax calculations, and assisting with audits and financial compliance.