Aspiring Financial Advisor - George

Old Mutual Personal Financial Advice; George; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Adviser Academy programme

Living allowance during training

Medical aid and group life insurance

Disability and funeral cover

Ongoing mentorship and training

Advanced technology

Job summary

Old Mutual Personal Financial Advice is seeking a professional Financial Advisor to deliver compliant, client‑centric financial guidance and tailored plans. The role emphasizes integrity, trust, and long-term client relationships, with access to ongoing learning and strong support systems.

The successful candidate will complete the Adviser Academy, receive a living allowance during the initial training, and progress to a remuneration package including commissions, fees, and employee benefits.

Qualifications

• A clear criminal record.
• A clear credit record.
• Valid Driver's License.
• Access to a vehicle for work purposes.

Responsibilities

• Provide appropriate financial advice aligned with customers' resources and goals to enable positive futures and asset protection.
• Provide proactive, on-demand financial service and advice within your customer markets.
• Understand customers' personal and financial circumstances to offer relevant advice and build strong relationships.

Skills

Interpersonal skills

Job description

Financial Advisor Job Description

The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them.

This role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Duties & Responsibilities

1. Provide appropriate financial advice in line with the customer’s resources and financial goals to enable positive financial futures and protection of assets and estate.
2. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
3. Understand the customer’s personal and financial circumstances to provide relevant and appropriate financial advice, building solid relationships through strong interpersonal and communication skills.

Benefits

• Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.
• Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser.
• Upon successful completion of the Adviser Academy Learning Programme and accreditation, you will receive market competitive remuneration in the form of commission & advice fees, medical aid, group life, funeral, and disability cover.
• Exceptional support, development coach/mentor, and ongoing learning and training.
• First-class technology.
• A great culture with people who do great things every day.

Desired Experience & Qualifications

• A clear criminal record.
• A clear credit record.
• Valid Driver's License.
• Access to a vehicle for work purposes.
• Minimum of 2 - 5 years of relevant work experience.