Advancing Financial Adviser Gauteng - PFA Campaign

Old Mutual Limited; Johannesburg; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Limited in Johannesburg, South Africa, is seeking a Financial Adviser to help customers plan their financial futures. The role requires a minimum of Matric and at least 12 months’ financial services experience, plus completed FAIS long-term insurance.

Completion of RE5 and Investments Class of Business is advantageous; a valid driver's licence and own car are required; a clear criminal and credit check will be performed.

Qualifications

• Matric or equivalent required.
• NQF Level 4 / Grade 12 or equivalent.
• Long-term Insurance Class of Business completion required.
• FAIS Investments Class of Business advantageous.
• RE5 beneficial; FSCA-approved qualifications advantageous.

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

Education

Matric or equivalent

NQF Level 4 / Grade 12

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

Education

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

Closing Date

29 November 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!