Branch Financial Adviser

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

Job summary

A leading financial services company in South Africa seeks a Financial Advisor to build and maintain client relationships while providing tailored financial advice. Successful candidates will enjoy market competitive remuneration including commission and advice fees, alongside benefits like medical aid. Applicants must have a Grade 12 certificate and a minimum of 3 years experience in finance or related sectors. Join a vibrant team dedicated to financial excellence and personal growth.

Benefits

Living Allowance during training

Development coach/mentor

Continuous learning programmes

Qualifications

• Minimum of 3 years working experience in Finance, Banking, or Insurance.
• Valid Driver's License with access to a vehicle.
• Clear credit and criminal records required.

Responsibilities

• Build and maintain client relationships.
• Provide tailored financial advice.
• Achieve sales targets through consultative selling.

Skills

Building Trust

Customer Service

Direct Selling

Consultative Selling

Education

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 licensed 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

27 February 2026 , 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!