Financial Planning Specialist

4 days ago


Johannesburg, Gauteng, South Africa Old Mutual Limited Full time

Old Mutual Limited is a leading insurance company in Africa, seeking self-motivated and dynamic individuals to join its team as Financial Advisors. This role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing suitable financial plans and solutions.

The ideal candidate will have a Bachelor's Degree (B) or High School Diploma (Grade 12), and possess competencies such as Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Decision Quality, and Ensures Accountability.

Benefits of this role include the opportunity to work with a diverse talent pool, be part of a firm that believes in the African opportunity, and contribute to writing Africa's story together. The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.

Key Responsibilities:
  1. Identify customer financial needs and provide sound advice
  2. Recommend and implement suitable financial plans and solutions
  3. Maintain strong networks and build relationships with customers and stakeholders

The closing date for applications is March 2025. Please note that Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.



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