Advancing Financial Adviser

Old Mutual Limited; Knysna; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Knysna seeks an Advancing Financial Adviser. Requires a Matric certificate and at least 12 months’ financial services experience as a Financial Adviser. A valid driver’s licence and own car are needed. Completion of Long-term Insurance Class of Business and RE5 are advantageous. A clear criminal and credit check will be conducted.

The appointment complies with Employment Equity Plan of Old Mutual South Africa and the designated group. Closing Date: 19 October 2026.

Qualifications

• Matriculation Certificate (Matric) is required.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business; RE5 and FSCA qualifications advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Job description

## Advancing Financial AdviserApply: Knysna: Posted Today: JR-84031**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**19 October 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.***