Mpumelelo Advisory is seeking entrepreneurial, dynamic, self-starters to join the fast paced, greatly rewarding industry of financial planning and wealth creation.
Successful candidates will receive extensive training and development that will culminate in an industry specific post graduate qualification. We provide on-going support from our professional team of specialists and a strong mentorship environment that new candidates thrive in. We also offer a highly competitive remuneration model and technical support.
Candidates applying should consider the fact that this position is a long term career opportunity to grow into your own practice, hence hard work and learning will be on going requiring diligence and dedication.
Candidate will need to show evidence of the following:
Excellent communication, interpersonal and listening skills;
The ability to explain complex information simply and clearly;
The ability to network and establish relationships with clients;
Research and analytical skills;
Negotiation and influencing skills as well as determination and tenacity;
Time management skills;
Customer service skills;
Self- motivation and organization;
A good level of numeracy and computer skills;
A target- driven mindset;
Discretion and an understanding of the need for client confidentiality;
An ethical and professional approach to wok

Duties include but are not limited to:
Developing new business by contacting potential clients and following leads,
Conducting financial needs analysis, researching investment options and related financial needs,
Presenting new products to existing clients in beneficial instances, conducting review meetings and maintaining client relationships,
Providing on-going service and support to existing book of business while expanding assets under management.
Advisor must be able to create and execute financial plans by evaluating financial goals/objectives and implementing and tracking plan progress,
Promote the brand and image of the unit at all times

Minimum requirements:
Grade 12 (possessing a tertiary qualification would be highly advantageous)
Computer Literate
No adverse listings (criminal, credit etc.)
RE5 if you have been within the financial services industry for more than 18 months
Driver’s license with own reliable transport

Send your CV to:

Sales and Client Services
We are looking for young dynamic individuals passionate about sales and client services who are looking to pursue a career in the Financial Services Industry to participate in our Learnership Programme, we require:

Grade 12
English and Mathematical Literacy
Good Interpersonal skills with a personality to match
Willingness to learn and positive attitude towards work.

Please email your CV to;

Personal Assistant
We are looking for a responsible and reliable Personal Assistant to provide personalized secretarial and administrative support in a well-organized and timely manner. You will work on a one-to-one basis on a variety of tasks related to manager’s working life and communication.

Act as the point of contact between the manager and internal/external clients
Screen and direct phone calls and distribute correspondence
Handle requests and queries appropriately
Manage diary and schedule meetings and appointments
Make travel arrangements
Take dictation and minutes
Source office supplies
Produce reports, presentations and briefs
Devise and maintain office filing system Requirements
Proven work experience as a personal assistant
Knowledge of office management systems and procedures
MS Office and English proficiency
Outstanding organizational and time management skills
Up-to-date with latest office gadgets and applications
Ability to multitask and prioritize daily workload
Excellent verbal and written communications skills
Discretion and confidentiality (Highly Important)
Grade 12
PA diploma or Office Management would be an advantage.

Send your CV to: