Associate Financial Adviser (New Entrant) (EPT) - Newcastle/ Vryheid

Old Mutual; North East; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services provider in Newcastle upon Tyne is seeking an Associate Financial Adviser to engage with clients and promote financial products. The ideal candidate will possess strong communication skills and an entrepreneurial mindset, with the ability to analyze financial information and build lasting client relationships. A valid driver's license and a clear criminal record are essential for this role.

Qualifications

• Grade 12(Matric) required.
• Clear Criminal and Credit Record.
• A valid Driver’s licence and own car.
• Proven computer literacy and digital dexterity.

Responsibilities

• Engage with clients to promote financial products.
• Analyze and synthesize financial information for clients.
• Develop a strong customer relationship through effective communication.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Sales Data Management

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

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Associate Financial Adviser (New Entrant) (EPT) - Newcastle/ Vryheid, Newcastle upon Tyne

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Client:

Old Mutual

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

59b0fdc65ea1

Job Views:

8

Posted:

12.08.2025

Expiry Date:

26.09.2025

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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.

Grade 12(Matric)
Clear Criminal and Credit Record
A valid Driver’s licence and own car
A clear criminal and credit check
Proven computer literacy and digital dexterity
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse and synthesize information
Entrepreneurial mindset
Sound business acumen
GRIT, resilience and tenacity to stay the course.
Sales orientation

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.

Grade 12(Matric)
Clear Criminal and Credit Record
A valid Driver’s licence and own car
A clear criminal and credit check
Proven computer literacy and digital dexterity
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse and synthesize information
Entrepreneurial mindset
Sound business acumen
GRIT, resilience and tenacity to stay the course.
Sales orientation

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

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

30 August 2025 , 23:59