MFC Salaried Financial Advisor Recruitment Pool

Old Mutual; Lichtenburg; On-site; ZAR 300 000 - 600 000; Full time

Job summary

Join a forward-thinking company as a Financial Adviser, where you will have the opportunity to shape the financial futures of clients. This role demands professionalism and a customer-centric approach, ensuring that you provide tailored financial advice to meet individual needs. With a focus on continuous development, you will receive quality training and support to help you achieve your career aspirations. The company values integrity and diversity, fostering an inclusive environment for both employees and clients alike. If you are passionate about helping others and eager to grow, this position is perfect for you.

Benefits

Career Development Opportunities

Quality Training and Support

Diversity and Inclusion Initiatives

Qualifications

• Minimum 3 years working experience, preferably in sales.
• FAIS compliance and RE5 certification are advantageous.

Responsibilities

• Provide financial advice aligned with customer goals.
• Maintain superior service delivery through effective management.
• Build solid relationships with customers.

Skills

Communication Skills

Interpersonal Skills

Customer Service

Sales Experience

Computer Literacy (MS Office)

Education

Grade 12 (Matric)

Tools

MS Office Suite

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 specific allocated market and is individually accountable for achieving results through their own efforts.

What is a financial adviser?

The role of a financial adviser demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial adviser commands the respect and trust of customers who are entrusting their and their families' financial futures to them. The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and requires continuous professional development. As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

1. Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
2. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
3. Accountable for maintaining superior service delivery to your customers, through effective personal time and task management.
4. Continuous personal development through the attendance and completion of accredited courses and programmes.
5. Build solid relationships through interpersonal and communication skills.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which are at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. The Group provides many opportunities for growth and development.

Skills

Education

High School (Grade 12) (Required)

Closing Date

30 November 2025

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!