Advancing Financial Adviser

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

Job summary

A leading financial services company in Middelburg is seeking a Financial Adviser to leverage the African opportunity. The ideal candidate should have a minimum of Matric or equivalent and at least 12 months of financial services experience. Responsibilities include consultative selling and engaging with customers effectively. This full-time role offers a pathway to contribute to diverse talents reflecting the company’s vision.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements such as Investments Class of Business and Regulatory Examination 5 (RE5) an FSCA-approved qualification.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Sales Data Management

Education

NQF Level 4 - Grade 12 School leaving Certificate

Job description

Overview

Lets Write Africas 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 equivalent
• A minimum 12 months financial services experience as a Financial Adviser
• A 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 drivers 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

02 September 2025 23:59

Employment Equity

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.

Experience

Unclear Seniority

Key Skills

• Financial Services
• Financial Models
• Account Management
• General Ledger Accounts
• ERP
• Payroll
• External Auditors
• Customer Relationships
• Credit Card
• Financial Statements
• Business Units
• Annual Budget
• Income
• New Clients
• Financial Management

Employment Type : Full Time

Experience : years

Vacancy : 1