Branch Financial Adviser (Longmarket)

Old Mutual; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Personal Financial Adviser. The role involves completing the Adviser Academy Learning Programme, which will qualify you for accreditation. Candidates should have a Senior Certificate and minimum 3 years experience in Finance, along with excellent relationship-building skills. The position offers competitive remuneration through commission and advice fees, along with valuable benefits.

Benefits

Living Allowance during training

Medical Aid

Group Life and Funeral cover

Disability cover

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.
• Clear credit and Criminal records.

Responsibilities

• Operate as a Personal Financial Adviser after completing the Adviser Academy Learning Programme.
• Build relationships with clients and provide financial advice.
• Cover a desk fee charge from month 4.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4 - Grade 12, School leaving Certificate

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!