Client-Focused 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

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.