Advancing Financial Adviser

Old Mutual South Africa; Greater London; On-site; GBP 25,000 - 45,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to support clients with financial guidance and advisory services in a competitive market. The role requires a Matric certificate and at least 12 months of financial services experience, plus completion of Long-term Insurance and RE5/FSCA qualifications is advantageous.

Applicants must hold a valid driver’s licence and own car, and will undergo criminal and credit checks.

Qualifications

• Matric is mandatory for consideration.
• Progressing FAIS qualifications are expected or advantageous.
• Experience in financial services with a focus on adviser activities.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Relationship Building

Education

Matriculation Certificate (Matric)

Long-term Insurance Class of Business completion

RE5 / FSCA qualification advantageous

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.

Let's Write Africa's Story Together!

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

Qualifications And Experience

• A minimum of Matric or equivalent
• A minimum 12 months’ financial services experience as a Financial Adviser
• A minimum of Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Other Requirements

• A valid driver’s licence and own car
• A clear criminal and credit check

Skills

• Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• Matriculation Certificate (Matric)

Closing Date

• 29 November 2026 , 23:59

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.

The Old Mutual Story!