MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual South Africa; Welkom; On-site; ZAR 300 000 - 500 000; Full time

Job summary

Join a leading company as a financial adviser, where you will provide tailored financial advice to clients, ensuring their financial futures are secure. This role emphasizes integrity, professionalism, and customer-centric service, supported by ongoing training and development opportunities.

Benefits

Career growth through quality training and development

Qualifications

• At least 3 years of relevant work experience, preferably in sales.
• FAIS compliance and RE5 qualification are advantageous.

Responsibilities

• Provide suitable financial advice aligned with customer resources and goals.
• Maintain superior service delivery through effective personal time and task management.

Skills

Communication

Customer-centric

Interpersonal Skills

Education

Grade 12 (Matric)

Tools

MS Office

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.

Job Description

This role provides advice on a specific range of products to a designated market and is individually accountable for achieving results through their own efforts.

What is a financial adviser?

The role of a financial adviser demands professionalism, integrity, and a customer-centric approach. An accredited financial adviser earns the respect and trust of clients who entrust their and their families' financial futures to them.

This role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and ongoing professional development.

As an accredited financial adviser with Old Mutual, you will embody the company's values: Integrity, Professionalism, Customer-first, Advice-led.

What is required of you?

• Provide suitable financial advice aligned with the customer’s resources and goals to foster positive financial futures and protect assets and estates.
• Offer proactive, on-demand financial service and advice within your allocated customer markets.
• Maintain superior service delivery through effective personal time and task management.
• Engage in continuous personal development by attending and completing accredited courses and programs.
• Build solid relationships through excellent interpersonal and communication skills, understanding the customer’s personal and financial circumstances, as well as their future goals or dreams.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 qualification (advantageous)
• A valid driver’s license and your own vehicle
• A clear criminal and credit check
• At least 3 years of relevant work experience, preferably in sales
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

What we can do for you!

We support your career growth through quality training and development, aligning with our values and commitment to diversity and inclusion. We offer numerous opportunities across our business clusters—Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance—to help you reach your potential.

Skills & Education

• High School (Grade 12) (Required)

Closing Date

30 November 2025

The appointment will be made in line with Old Mutual South Africa's Employment Equity Plan and the specific business unit.

Old Mutual Limited encourages vaccination against Covid-19. All prospective employees must disclose their vaccination status during recruitment. Please refer to our Covid-19 vaccination policy for further details. We reserve the right to reinstate vaccination requirements if deemed necessary.