Advancing Financial Adviser

Old Mutual Limited; Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual Limited in Cape Town invites applications for an Advancing Financial Adviser role within our PFA-enabled network. You will engage clients with consultative selling, assess financial needs, and offer suitable guidance and products to build lasting relationships.

Qualifying candidates typically have Matric, a year of financial services exposure, and related insurance/FAIS qualifications; a valid driver's license is preferred for client visits and assessments.

Qualifications

• Matriculation certificate (Matric) is required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business; RE5 or FSCA qualification advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Strengthening Customer Relationships

Education

Matric

Job description

## Advancing Financial AdviserApply: Cape Town: Posted Today: JR-83599**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.****Qualifications and Experience****A minimum of Matric or equivalentA minimum 12 months’ financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completion.Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.****Other requirements****A valid driver’s licence and own carA clear criminal and credit check**Skills**Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships### **Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**Matriculation Certificate (Matric)**Closing Date**17 September 2026 , 23:59***The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.********The Old Mutual Story!*****0:00 / 2:28### WHY PFA IS THE BEST**FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE**Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.**TAKE YOUR CAREER TO NEW HEIGHTS**Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.