Advancing Financial Advisor

Old Mutual; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Old Mutual is looking for a Financial Adviser in Greater London. The role demands a consultative approach and 12 months of relevant financial services experience. Responsibilities include engaging clients, understanding their needs, and providing tailored financial solutions. Ideal candidates will possess strong sales skills and a commitment to customer service.

Qualifications

• A minimum of Matric or equivalent.
• 12 months' experience as a Financial Adviser required.
• Completion of necessary FAIS requirements advantageous.

Responsibilities

• Engage with clients to understand their financial needs.
• Provide tailored financial advice and solutions.
• Build and maintain strong client relationships.

Skills

Consultative Selling

Customer Service

Sales Software

Oral Communications

Identifying Sales Opportunities

Education

Matriculation Certificate

Job description

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Client:

Old Mutual

Location:

Greater London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

adcc74429990

Job Views:

5

Posted:

29.06.2025

Expiry Date:

13.08.2025

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.

Qualifications and Experience

• A minimum of Matric or equivalent
• A minimum of 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

17 July 2025 , 23:59