Salaried Financial Advisor (In-house)

Old Mutual; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company in Greater London seeks a Salaried Financial Advisor to provide tailored advice while achieving performance targets. Applicants must hold a Grade 12 qualification, possess a valid driver’s license, and have at least three years of sales experience. Strong communication and computer skills are essential. The firm offers a base salary and bonuses without commission, promoting a stable and rewarding work environment.

Qualifications

• Minimum of 3 years working experience (preferably in sales).
• Clear criminal and credit check is required.
• Valid Driver’s licence and Own Car.

Responsibilities

• Provide advice on a specific range of products to an allocated market.
• Develop and track business plan to meet individual performance targets.
• Work with a specific range of products.

Skills

Excellent communication skills (written and verbal)

Customer Focus

Collaborates

Drives Results

Action Oriented

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

Tools

MS Word

PowerPoint

Outlook

Job description

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Salaried Financial Advisor (In-house), Greater London

Client:

Old Mutual

Location:

Greater London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

663922599f03

Expiry Date:

26.09.2025

Job Description:

Description

This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g., be clear of any offence relating to fraud, dishonesty, and/or any professional misconduct) as well as competence and relevant qualifications.

Provides advice in line with the customer value proposition & compliance framework.

Develops, tracks, & reviews business plan to meet individual performance targets.

Works in specific allocated markets.

Works with a specific range of products.

Prospecting is limited.

Receives a base salary & bonuses - no commission.

Requirements: Skills, Qualifications, and Experience

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Clear criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy (MS Word, PowerPoint, and Outlook).
• Excellent communication skills (written and verbal).
• Presentation skills an added advantage.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Skills & Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

Closing Date:

11 August 2025, 23:59