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MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual South Africa

Kimberley

On-site

CAD 40,000 - 80,000

Full time

7 days ago
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Job summary

Join a forward-thinking company as a Financial Advisor, where you will provide tailored financial advice to clients, helping them secure their financial futures. This role emphasizes professionalism, integrity, and a customer-centric approach, allowing you to make a meaningful impact in clients' lives. With a commitment to training and development, you'll have the opportunity to grow your career while embodying the company's core values. If you have a passion for finance and a desire to help others succeed, this position is perfect for you.

Benefits

Career Growth Opportunities
Quality Training and Development
Diversity and Inclusion Initiatives

Qualifications

  • Minimum of 3 years' work experience, preferably in sales.
  • Proven computer literacy and excellent communication skills.

Responsibilities

  • Provide appropriate financial advice aligned with customer goals.
  • Develop understanding of customers' financial circumstances.

Skills

Financial Advisory
Sales Experience
Customer Service
Communication Skills
Computer Literacy

Education

Grade 12 (Matric) Certificate
FAIS Compliance
RE5 Qualification

Tools

MS Office Suite

Job description

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

This role provides advice on a specific range of products to a designated market and is individually accountable for achieving results through personal efforts.

What is a financial advisor?

The role of a financial advisor demands professionalism, integrity, and a customer-centric approach. An accredited financial advisor earns the respect and trust of clients who entrust their and their families' financial futures.

The role requires formal in-house training, completion of prescribed regulatory exams, accreditation with the Financial Services Regulatory Authority, and ongoing professional development.

As an accredited financial advisor with Old Mutual, you will embody the company's values of Integrity, Professionalism, Customer-first, and Advice-led.

What is required of you?
  • Provide appropriate financial advice aligned with the customer's resources and goals to foster positive financial futures and asset protection.
  • Offer proactive, on-demand financial services and advice within your allocated customer markets.
  • Develop a thorough understanding of customers' personal and financial circumstances and their future aspirations to deliver relevant advice.
What do we need from you?
  • A Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 qualification (an advantage)
  • A valid driver's license and own vehicle
  • Clear criminal and credit checks
  • Minimum of 3 years' work experience, preferably in sales
  • Proven computer literacy (MS Office suite)
  • Excellent written and verbal communication skills
What we can do for you!

We support your career growth through quality training and development, aligned with our core values. We promote diversity and inclusion across our business units—Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance—and offer numerous opportunities for advancement.

Additional Information

Preference will be given to suitably qualified candidates in line with Old Mutual South Africa's Employment Equity Plan.

Old Mutual encourages vaccination against Covid-19 and requires applicants to disclose their vaccination status. Please review our Covid-19 vaccination policy for further details. We reserve the right to reinstate vaccination requirements if deemed necessary.

Application deadline: 30 November 2025

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