Aspiring Financial Adviser ( Fish Hoek)

Old Mutual Limited

Cape Town

On-site

ZAR 180,000 - 300,000

Full time

14 days+

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Old Mutual Limited in Cape Town is seeking a customer‑focused financial advisor to identify clients' needs and deliver tailored financial plans. The role emphasizes consultative selling, building trust, and strong communication to drive lifetime customer value.

The ideal candidate will leverage sound financial knowledge, qualify prospects, and manage sales data while collaborating with teams to ensure client satisfaction.

Qualifications

Matriculation certificate required.
Experience in financial services or customer-facing sales is a plus.

Responsibilities

Identify customer financial needs and opportunities.
Provide sound financial advice and recommend fit-for-purpose plans.
Build and maintain trusted relationships with clients.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action-Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Matriculation Certificate (Matric)

Tools

Sales Software

Job description

Role Overview

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.

Core Skills & Competencies