Aspiring Financial Adviser

Old Mutual South Africa; Greater London; On-site; GBP 25,000 - 40,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers, championing customers' lifetime goals with tailored financial plans. You will identify needs, provide trusted financial advice, and execute fit-for-purpose solutions.

The role emphasises consultative selling, building trust, and strengthening customer relationships in a dynamic environment. Equity-focused policy and career growth opportunities are highlighted.

Qualifications

• Matriculation Certificate (Matric) required for entry.
• Experience in financial advisory or sales roles preferred.
• Strong communication and client-facing skills demanded.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and fit-for-purpose plans.
• Identify opportunities and implement recommended solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Tools

Sales Software

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.

Aspires to be a Financial Adviser

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

Building Trust, Consultative Selling, Customer Feedback Management, 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 Relationships

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

19 October 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!