Associate Financial Adviser

Old Mutual South Africa; Mossel Bay; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company is seeking a self-motivated Financial Advisor in Mossel Bay. The role involves providing sound financial advice and creating tailored financial solutions for clients. Ideal candidates will have a Bachelor's degree and a passion for helping others achieve their financial goals. This position emphasizes customer focus and strong communication skills. Apply before the closing date of 18 September 2025.

Responsibilities

• Identify client financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelors Degree

High School (Grade 12)

Job description

Overview

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.

Responsibilities

• Identify client financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Competencies & Skills

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

Qualifications

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

Closing Date

18 September 2025, 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.