Advancing Financial Advisor

Old Mutual; Paarl; On-site; ZAR 200,000 - 400,000; Full time

Job summary

A leading financial services provider is seeking a Financial Advisor in Paarl. The ideal candidate will have a Matriculation Certificate, relevant experience, and skills in consultative selling and customer service. This role offers the opportunity for career development within a strong support network, aiming to empower advisors to achieve financial freedom for themselves and their clients.

Qualifications

• Minimum 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• Completion of FAIS requirements is advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Sales Opportunities

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Advancing Financial Advisor page is loaded

Advancing Financial Advisor

Apply locations Paarl posted on Posted Yesterday job requisition id JR-67991

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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Matriculation Certificate (Matric)

Closing Date

17 July 2025 , 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!

WHY PFA IS THE BEST

FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE

Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.

PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.

Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.

As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.