Aspiring Financial Advisor: Craft Tailored Financial Plans

Old Mutual South Africa; Gqeberha; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will identify clients' financial needs, provide sound advice, and implement tailored financial plans to help clients achieve lifetime goals.

Successful candidates will demonstrate entrepreneurial spirit, customer focus, and stakeholder collaboration. Closing date is 20 October 2026, 23:59, with equity considerations per company policy.

Qualifications

• Minimum Bachelor’s degree or equivalent.
• Grade 12/High School required.
• Entrepreneurial spirit and self-motivation preferred.

Responsibilities

• Champion customers by identifying financial needs and advising on sound financial plans.
• Analyze clients' goals and tailor fit-for-purpose financial solutions.
• Build long-term relationships through trusted advice and service.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelor's Degree

High School (Grade 12)

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will identify clients' financial needs, provide sound advice, and implement tailored financial plans to help clients achieve lifetime goals.

Successful candidates will demonstrate entrepreneurial spirit, customer focus, and stakeholder collaboration. Closing date is 20 October 2026, 23:59, with equity considerations per company policy.