Advancing Financial Adviser

Old Mutual South Africa; Paarl; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Adviser role in Paarl. The candidate should hold Matric, have at least 12 months of financial services experience, and have completed Long-term Insurance Class of Business. Additional FAIS qualifications like Investments Class of Business and RE5 are advantageous.

A valid driver’s license and own car are required. The appointment will be made in line with Old Mutual's Employment Equity Plan and the relevant business unit.

Qualifications

• Matric or equivalent is required.
• At least 12 months' financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• FAIS requirements such as Investments Class of Business; RE5 is advantageous.

Skills

Consultative Selling

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Customer Feedback Management

Customer Focus

Interpersonal Savvy

Builds Networks

Education

Matric (Matriculation)

Financial Adviser Experience

Long-term Insurance Class of Business completion

FAIS Investments Class of Business

RE5 (Regulatory Examination 5)

FSCA-approved qualification

Job description

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 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 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

Matriculation Certificate (Matric)

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.

Closing Date

19 October 2026 , 23:59