Commissioned Financial Adviser — Durban & Surroundings

Pivot Services; Durban; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual in Durban seeks a Commissioned Financial Adviser to serve Westville, Chatsworth, Pinetown, Umlazi and surrounding areas. The role focuses on championing customers to achieve lifetime goals by understanding their financial needs, offering tailored advice, and implementing appropriate financial plans.

The position is full-time and based in Durban, with the closing date set for 30 March 2027. Applicants will be directed to the employer’s site to complete the application.

Qualifications

• Experience in financial advisory and client-facing roles.
• Strong communication and interpersonal skills.
• Ability to identify client needs and tailor financial plans to lifetime goals.

Responsibilities

• Provide sound financial advice and create fit-for-purpose financial plans.
• Identify client financial needs and risk tolerance.
• Implement and monitor recommended financial solutions for clients.

Skills

Self-motivation

Entrepreneurial mindset

Financial advisory

Job description

Old Mutual in Durban seeks a Commissioned Financial Adviser to serve Westville, Chatsworth, Pinetown, Umlazi and surrounding areas. The role focuses on championing customers to achieve lifetime goals by understanding their financial needs, offering tailored advice, and implementing appropriate financial plans.

The position is full-time and based in Durban, with the closing date set for 30 March 2027. Applicants will be directed to the employer’s site to complete the application.