Aspiring Financial Adviser

Old Mutual; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance company is seeking an Aspiring Financial Adviser in Greater London. The role involves helping customers achieve their financial goals by identifying needs and recommending tailored financial solutions. Ideal candidates are self-motivated with a passion for consultative selling. This position offers an opportunity to thrive in a dynamic environment.

Qualifications

• Self-motivated and dynamic individual with entrepreneurial spirit.
• Ability to provide sound financial advice.
• Experience in consultative selling and customer service.

Responsibilities

• Champion customers to achieve their financial lifetime goals.
• Identify financial needs and provide sound advice.
• Recommend and implement financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Centric

Customer Service

Identifying Sales Opportunities

Education

Matriculation Certificate

Job description

Social network you want to login/join with:

Aspiring Financial Adviser, Greater London

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Client:

Old Mutual

Location:

Greater London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1f6baf85ff70

Job Views:

3

Posted:

25.08.2025

Expiry Date:

09.10.2025

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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.

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

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

18 September 2025 , 23:59