MFC Salaried Financial Advisor

17 hours ago

Cape Town, Western Cape, South Africa Old Mutual Full time

MFC Salaried Financial Advisor

Let's Write Africa's Story Together

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you're a graduate or an experienced professional trying to elevate your career, Old Mutual has something to offer you.

An accredited financial adviser provides pro-active, on-demand financial service and advice to customers within an allocated customer market.

You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that delivers financial solutions in line with the customer's financial goals, the customer value proposition, and compliance frameworks.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority and requires continuous professional development.

Requirements:

  • Grade 12 (Matric).
  • Valid Driver's licence and Own Car
  • FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
  • Clear criminal and credit check
  • Minimum of 3 years working experience (preferably in sales)
  • Computer literacy (MS Word, PowerPoint, and Outlook)
  • Excellent communication skills (written and verbal)
  • Presentation skills an added advantage

Personal Qualities

  • Interacting with People
  • Embracing Change
  • Articulating Information
  • Meeting Timescales
  • Interpreting Information
  • Developing Strategies and Producing Output
  • Pursuing Goals
  • Ability to convince and influence
  • Seizing Opportunities

Education

High School (Grade 12) (Required)

Closing Date

02 January 2025

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story

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