MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual; Kroonstad; On-site; ZAR 30 000 - 50 000; Full time

Job summary

Join a forward-thinking company dedicated to shaping Africa's financial landscape! As a financial adviser, you will play a pivotal role in guiding clients towards achieving their financial goals. This position emphasizes professionalism and integrity, requiring you to build strong relationships while delivering tailored financial advice. With a commitment to personal development and a supportive environment, you will have the opportunity to grow your career through quality training and development. Embrace the chance to make a meaningful impact in your clients' lives while being part of a diverse and inclusive team.

Benefits

Career Growth Opportunities

Quality Training and Development

Diversity and Inclusion Programs

Qualifications

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

Responsibilities

• Provide financial advice aligned with customers' goals.
• Maintain excellent service delivery through effective time management.

Skills

Interpersonal Communication

Sales

Financial Knowledge

Customer Service

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 designated market segment and is individually accountable for achieving results through personal 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 by managing their and their families' financial futures. The role requires formal in-house training, completion of prescribed regulatory exams, accreditation with the Financial Services Regulatory Authority, and ongoing professional development. As an Old Mutual financial adviser, you will embody the company's core values of Integrity, Professionalism, Customer-first, and Advice-led approach, upheld for over 175 years.

What is required of you?

• Provide appropriate financial advice aligned with the customer's resources and financial goals to foster positive financial futures and asset protection.
• Offer proactive, on-demand financial services and advice within your allocated market.
• Maintain excellent service delivery through effective personal time and task management.
• Engage in continuous personal development through accredited courses and programs.
• Build solid relationships through strong interpersonal and communication skills, understanding clients' personal and financial circumstances, goals, and dreams.

What do we need from you?

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

What we can do for you!

We support your career growth through quality training and development, aligning with our values of diversity, inclusion, and customer focus across our business units—Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. We provide numerous opportunities for personal and professional advancement.

Skills

Relevant skills include interpersonal communication, sales, financial knowledge, and customer service.

Education

High School (Grade 12) is required.

Closing Date

30 November 2025

The appointment will adhere to the Employment Equity Plan of Old Mutual South Africa, selecting from designated groups.

Old Mutual encourages vaccination against Covid-19 and requires prospective employees to disclose their vaccination status during recruitment. Refer to our Covid-19 vaccination policy for details. We reserve the right to reinstate vaccination requirements if deemed necessary.

The Old Mutual Story!