Client-Focused Financial Advisor | Growth & Training

Old Mutual; Dundee; Presencial; GBP 25.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Quality training and support

Career development opportunities

Diversity and inclusion focus

Descripción de la vacante

Old Mutual seeks a financial adviser to provide proactive, on-demand financial services and advice to customers within an allocated market. You will maintain superior service through strong client relationships and compliant, sound guidance aligned with customer goals.

The role includes in-house training, regulatory exams, and ongoing professional development, with emphasis on building trust and delivering tailored financial solutions.

Formación

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Responsabilidades

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolving customer problems.
• Analyze specific problems and issues to find the best solutions (technical or professional in nature).
• Receive visitors and assist with various requests for information.
• Schedule follow-up actions and enter relevant information into the CRM system for effective retention and business development.
• Set clear objectives for each sales call or meeting; tailor materials to decision-makers and influencers and gather information.
• Develop and implement a relationship management plan to identify and build relationships with decision-makers and influencers.
• Understand regulatory codes and ensure compliance in all work.
• Monitor and assess sales and market data for the geographic region to identify growth areas.
• Develop a network within the business sector and represent the organisation at events.
• Conduct research using primary data sources and BI tools to inform decisions.

Conocimientos

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Educación

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

Herramientas

MS Office suite

Descripción del empleo

Old Mutual seeks a financial adviser to provide proactive, on-demand financial services and advice to customers within an allocated market. You will maintain superior service through strong client relationships and compliant, sound guidance aligned with customer goals.

The role includes in-house training, regulatory exams, and ongoing professional development, with emphasis on building trust and delivering tailored financial solutions.