Established financial advisor

Old Mutual South Africa; East London; Híbrido; ZAR 350.000 - 600.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in East London seeks a full-time, hybrid Established Financial Advisor to service retail and corporate clients. You will conduct consultations, assess needs, recommend products, and grow a resilient portfolio through networking and referrals.

You will work across retirement planning, investments, risk cover, and estate planning, collaborating with internal teams, using Old Mutual platforms, adhering to regulatory standards, and maintaining high ethical practices in a dynamic

Formación

• Strong financial advisory and planning skills to interpret client needs and propose suitable solutions.
• Experience in sales, business development, and portfolio growth within financial services or related sectors.
• Proficiency with digital tools and platforms to manage client data and processes.

Responsabilidades

• Conduct client consultations and assess financial needs.
• Recommend suitable products and manage ongoing client relationships.
• Grow portfolio through prospecting, networking, and referrals while maintaining regulatory standards.
• Collaborate with internal teams and use Old Mutual platforms.

Conocimientos

Financial advisory

Client relationship management

Sales experience

Investments knowledge

Digital tools proficiency

Independent and team work

Language proficiency

Educación

Finance/economics/business degree

Herramientas

CRM systems

Descripción del empleo

Company Description

Old Mutual Limited is a premium pan-African financial services group providing a wide range of financial solutions to retail and corporate customers across 14 countries. With over 170 years of experience, the company focuses on helping customers achieve their lifetime financial goals while creating positive futures for individuals, families, communities, and society. Old Mutual employs more than 30,000 people across Africa and Asia, including South Africa and key markets such as Namibia, Botswana, Zimbabwe, Kenya, and China. The organization is committed to building a better Africa by offering growth opportunities, world-class tools, and frameworks that enable team members to perform at their best. Joining Old Mutual means contributing to meaningful #MomentsThatMatter and working in a purpose-driven, sustainability-focused environment.

Role Description

This full-time, hybrid Established Financial Advisor role is based in East London, with a combination of office-based and work-from-home responsibilities. The advisor will provide holistic financial advice and solutions to retail and corporate clients, helping them plan for long-term goals such as retirement, investments, risk cover, and estate planning. Day-to-day activities include conducting client consultations, assessing financial needs, recommending suitable products, and managing ongoing client relationships. The role involves building and growing a portfolio through prospecting, networking, and referrals, while maintaining high ethical and regulatory standards. The advisor will collaborate with internal teams, use Old Mutual’s platforms and tools, and stay up to date with market trends and compliance requirements.

Qualifications

• Strong financial advisory, planning, and analysis skills, with the ability to interpret client needs and recommend appropriate solutions.
• Demonstrated capability in client relationship management, communication, and negotiation, with a focus on service excellence.
• Experience in sales, business development, and portfolio growth within financial services or a related sector.
• Sound knowledge of investments, insurance, risk products, retirement planning, and regulatory requirements in South Africa.
• Relevant tertiary qualification in finance, economics, business, or a related field; professional certifications (e.g., RE5, FAIS-compliant) are highly beneficial.
• Proficiency in using digital tools, CRM systems, and online platforms to manage client information and business processes.
• Ability to work independently and in a team within a hybrid environment, with strong organizational and time-management skills.
• Prior experience as a financial advisor or in a similar advisory role is an advantage; fluency in local languages is beneficial.