Advancing Financial Adviser

Old Mutual South Africa; Paarl; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in the Western Cape region, Paarl. The ideal candidate will have Matric, at least 12 months’ experience in financial services, and a completed Long-term Insurance Class of Business.

Completion of FAIS requirements such as Investments Class of Business and the RE5 exam is preferred, with FSCA-approved qualifications being advantageous. A valid driver’s licence and own transport are required; a clear criminal and credit check will be carried

Qualifications

• Matric or equivalent.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business and RE5; FSCA qualification advantageous.

Skills

Consultative Selling

Customer Feedback

Customer Service

Identifying Needs

Identifying Opportunities

Sales Data Management

Strategic Selling

Strengthening Relationships

Education

Matric

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

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.

The Old Mutual Story!