Salaried Financial Advisor
23 hours ago
Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.What is a financial adviser?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 are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.What is required of you?A 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 deliver 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.What do we need from you?Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Driver's licence and your own carA clear criminal and credit checkA minimum of 3 years working experience (preferably in sales)Proven computer literacy (MS Office suite)Excellent communication skills (written and verbal)Personal QualitiesInteracting with PeopleEmbracing ChangeArticulating InformationMeeting TimescalesInterpreting InformationDeveloping Strategies and Producing OutputPursuing GoalsAbility to convince and influenceSeizing OpportunitiesWhat we can do for youAssist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.So what now ?If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now What is a financial adviser?SkillsBuilding Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer RelationshipsCompetenciesAction OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducationNQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date27 February 2026 , 23:59The 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.The Old Mutual Story
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Qualified Financial Advisor
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Cape Town, Western Cape, South Africa Succession Financial Planning Full time R900 000 - R1 200 000 per yearCompany DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships between clients and advisers. Our mission is to help each client achieve financial freedom and wellness, regardless of their life stage. We aim to guide our clients towards their financial goals through...
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