Aspiring Financial Adviser ( Claremont)

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Claremont, Cape Town, is seeking self-motivated individuals to join as Aspiring Financial Advisers. You will identify clients' financial needs, provide sound advice, and design fit-for-purpose plans to help them reach lifetime goals.

We value entrepreneurial spirit, strong communication, and the ability to build trust with clients. The role offers a pathway to becoming a seasoned adviser within Africa's leading insurer network.

Qualifications

• Matriculation Certificate (Matric) is required.
• Aspires to be a Financial Adviser with self-motivation and an entrepreneurial spirit.
• Strong communication skills and customer-focused approach.
• Ability to identify opportunities and build lasting relationships.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve their lifetime financial goals.
• Build trust and strengthen relationships through consultative selling.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Job description

## Aspiring Financial Adviser ( Claremont)Apply: Cape Town: Posted Today: JR-84613**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a Financial Adviser**We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing \"fit for purpose\" financial plans and solutions.**Skills**Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships### **Competencies**Action Oriented### ### Balances Stakeholders### ### Builds Networks### ### Collaborates### ### Communicates Effectively### ### Customer Focus### ### Decision Quality### ### Ensures Accountability**Education**Matriculation Certificate (Matric)**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!*****0:00 / 2:28### 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.**TAKE YOUR CAREER TO NEW HEIGHTS**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.