Branch Financial Adviser (Longmarket)

Old Mutual South Africa; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in KwaZulu-Natal is seeking self-starters for the role of Personal Financial Adviser. Candidates must have completed their Senior Certificate and possess a valid Driver’s License. Successful applicants will go through an Adviser Academy Learning Programme for accreditation. The role offers competitive remuneration in the form of commission and various benefits, along with a vibrant culture focused on personal and professional growth.

Benefits

Living Allowance during training

Commission & Advice Fees

Medical Aid

Group Life, Funeral and Disability cover

Development coach/mentor

Continuous learning programmes

Qualifications

• Minimum of 3 years working experience in Finance, Banking, or insurance sector advantageous.
• A valid Driver’s License with your own vehicle or access to a vehicle is required.
• Clear credit and Criminal records.

Responsibilities

• Operate as a Personal Financial Adviser after completing the Adviser Academy Learning Programme.
• Provide financial advice to clients based on their needs.
• Develop and maintain relationships with clients.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Sales Data Management

Strategic Selling

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4 - Grade 12

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.

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 licenced Financial Adviser.

Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover.

A great culture with people who do great things every day.

Development coach/mentor and continuous learning programmes.

If you are a self-starter, with outstanding networking and relationship building skills, then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!

Qualification and Experience

• Senior Certificate (Matric / Grade 12/ NQF 4)
• A valid Driver’s License with your own vehicle or access to a vehicle
• Branch working hours Monday - Saturdays
• Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
• Required to cover a desk fee charge from month 4
• Clear credit and Criminal records
• Fit and proper

Skills

Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, 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

Competencies

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 December 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.

The Old Mutual Story!