Advancing Financial Adviser

Old Mutual South Africa; Middelburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial services provider is looking for a Financial Adviser in Middelburg, Mpumalanga. The ideal candidate must have at least Matric, 12 months of financial services experience, and a valid driver's license. Candidates should be customer-focused, with strong consultative selling skills and the ability to build networks. This role offers an opportunity for growth within a reputable company and is in line with the employment equity plan.

Qualifications

• Minimum of Matric or equivalent.
• Completion of Long-term Insurance Class of Business.
• Completion of additional FAIS requirements such as Investments Class of Business.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Oral Communications

Sales Data Management

Education

NQF Level 4 - Grade 12

Job description

Qualifications And Experience

• Minimum of Matric or equivalent.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long‑term Insurance Class of Business.
• 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 car.
• A 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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent.

Closing Date

30 January 2026, 23:59

Employment Equity Statement: 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.