Advancing Financial Advisor ( Somerset West )

Old Mutual; Cape Town; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual is seeking an Advancing Financial Advisor in Cape Town to join its Personal Financial Advice team. The ideal candidate will have a Matric qualification, experience in financial services, and strong consultative selling skills. This role offers opportunities for career progression and personal growth within a supportive environment.

Qualifications

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

Responsibilities

• Provide exceptional advice and service as a Financial Advisor.
• Empower clients towards financial freedom.

Skills

Consultative Selling

Customer Service

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

Advancing Financial Advisor (Somerset West)

Apply locations: Cape Town | Posted: Yesterday | Job Requisition ID: JR-67997

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 of 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 license 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

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, with over 2,500 advisers across South Africa.

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

Our advisers define their own destinies, forging unique career paths. Whether you're a recent graduate or an established adviser seeking a new challenge, we’ll support you with world-class tools and resources to elevate your career.

Join our PFA family to build on a solid foundation of diverse financial services, placing our people at the heart of everything we do.