Financial Advisor: Build Trusted Client Relationships

Old Mutual South Africa; Newcastle upon Tyne; On-site; GBP 33,000 - 52,000; Full time

Job summary

Old Mutual South Africa invites applications for the Financial Adviser role within a leading financial services group. You will provide proactive financial guidance to an allocated customer market, maintaining superior service, building strong client relationships, and recommending sound solutions aligned with customer goals and regulatory frameworks.

The role includes formal in-house training, completion of prescribed regulatory exams, and ongoing professional development to support career

Qualifications

• 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)

Responsibilities

• Customer Service
• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Solutions Analysis
• Analyze specific problems and issues to find the best solutions.
• Receiving Visitors
• Receive visitors and assist with various requests for information.
• Customer Relationship Management (CRM) Data
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan.
• Customer Needs Clarification
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information.
• Customer Relationship Development / Prospecting
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers.
• Operational Compliance
• Develop knowledge and understanding of policies and procedures and regulatory codes to ensure adherence; obtain authorization for exceptions from mandatory procedure.
• Business Development
• Monitor and assess sales and market data for a specific geographic region to identify areas for development.
• Sales Opportunities Creation
• Develop a personal network within the business sector and represent the organization at events to gain market intelligence.
• Data Exploration
• Conduct research and select relevant information to enable analysis of key themes and trends.
• Network of Influence
• Demonstrate networking skills to engage a wide network of people and ideas.

Skills

Building Trust

Consultative Selling

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

Education

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

Job description

Old Mutual South Africa invites applications for the Financial Adviser role within a leading financial services group. You will provide proactive financial guidance to an allocated customer market, maintaining superior service, building strong client relationships, and recommending sound solutions aligned with customer goals and regulatory frameworks.

The role includes formal in-house training, completion of prescribed regulatory exams, and ongoing professional development to support career