Aspiring Financial Adviser: Build Trust, Shape Client Goals

oldmutual; Vredenburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to achieve lifelong goals by identifying financial needs and delivering expert financial plans.

You will provide sound advice, recommend and implement fit-for-purpose plans, and build lasting client relationships through consultative selling and a strong customer-focus. Matric required; closing date 19 October 2026.

Qualifications

• Matriculation certificate (Matric) is required.
• Strong consultative selling and customer-facing skills are essential.
• Self-motivated with an entrepreneurial mindset.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and recommend suitable plans.
• Implement and monitor financial solutions to help clients achieve their goals.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to achieve lifelong goals by identifying financial needs and delivering expert financial plans.

You will provide sound advice, recommend and implement fit-for-purpose plans, and build lasting client relationships through consultative selling and a strong customer-focus. Matric required; closing date 19 October 2026.