Aspiring Financial Adviser – Help Clients Reach Goals

Old Mutual Limited; uMnambithi; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Ladysmith and surrounding areas invites self-motivated individuals to join as Aspiring Financial Advisers. You will assess clients' financial needs, offer sound advice, and design fit-for-purpose plans to help clients achieve lifetime goals.

This entry-level role emphasizes building trusted relationships, consultative selling, and service excellence. A Grade 12/NQF4 or higher and an entrepreneurial mindset are preferred, with the opportunity to grow within one of Africa's

Qualifications

• NQF Level 4 or Grade 12 or equivalent.
• National or Occupational Certificate or equivalent.
• Self-motivated and entrepreneurial spirit.

Responsibilities

• Identify clients' financial needs and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Build trusted relationships and deliver excellent client service.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

Education

NQF Level 4 / Grade 12 or equivalent

Job description

Old Mutual Limited in Ladysmith and surrounding areas invites self-motivated individuals to join as Aspiring Financial Advisers. You will assess clients' financial needs, offer sound advice, and design fit-for-purpose plans to help clients achieve lifetime goals.

This entry-level role emphasizes building trusted relationships, consultative selling, and service excellence. A Grade 12/NQF4 or higher and an entrepreneurial mindset are preferred, with the opportunity to grow within one of Africa's