Aspiring Financial Advisor

Old Mutual South Africa; Cape Town; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors in Cape Town. The role centers on championing customers to achieve lifetime goals by identifying financial needs and providing trusted guidance.

You will recommend and implement fit-for-purpose financial plans and solutions, build strong client relationships, and act with integrity to drive outcomes for clients and the business.

Qualifications

• The role focuses on identifying clients' financial needs and providing sound financial advice to achieve lifetime goals.
• Recommending and implementing fit-for-purpose financial plans and solutions.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelor's Degree / High School (Grade 12) (Required)

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 Advisor

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

20 September 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!