Financial Adviser

Boss Consult; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

A leading financial services company is seeking dedicated financial advisers to provide exceptional service and advice to clients. This role offers a unique opportunity to build strong relationships and deliver sound financial solutions tailored to individual customer needs. With a focus on professional development and training, candidates will thrive in a supportive environment that values diversity and inclusion. If you're passionate about helping others achieve their financial goals and are ready to elevate your career, this opportunity is perfect for you.

Benefits

Quality training and development

Career growth opportunities

Diversity and inclusion initiatives

Qualifications

• Minimum of 3 years' relevant experience, preferably in sales.
• Excellent communication skills (written and verbal).
• Formal in-house training and completion of prescribed regulatory exams.

Responsibilities

• Provide proactive financial services and advice to customers.
• Build strong client relationships and recommend financial solutions.
• Maintain superior service delivery aligned with customers' goals.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Identifying Sales Opportunities

Oral Communication

Qualifying Prospects

Sales Data Management

Strategic Selling

Customer Relationship Management

Financial Planning

Education

Grade 12 (Matric) certificate

FAIS compliance

RE5 qualification

Job description

Old Mutual Financial Adviser Job Description

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

What is a Financial Adviser?

Do you have what it takes to work for a leading financial services company? Whether you're a graduate or an experienced professional looking to elevate your career, Old Mutual has opportunities for you.

Role Responsibilities

An accredited financial adviser provides proactive, on-demand financial services and advice to customers within an allocated customer market. You will be responsible for maintaining superior service delivery by building strong client relationships and recommending sound financial solutions aligned with the customers' financial goals, value proposition, and compliance frameworks.

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

Minimum Requirements

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 qualification (advantageous)
• Valid driver's license and own vehicle
• Clear criminal and credit checks
• Minimum of 3 years' relevant experience, preferably in sales
• Excellent communication skills (written and verbal)

Personal Qualities

• Interacting with People
• Articulating and Interpreting Information
• Developing Strategies and Producing Results
• Pursuing Goals
• Convincing and Influencing Skills

What We Offer

We support your career growth through quality training and development, aligning with our core values of diversity and inclusion. We provide opportunities across various business clusters, including Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa.

Next Steps

If you believe you're a good fit and wish to join a respected financial services company, apply now!

Skills Required

Building Trust, Consultative Selling, Customer Focus, Customer Service, Identifying Sales Opportunities, Oral Communication, Qualifying Prospects, Sales Data Management, Strategic Selling, Customer Relationship Management, Financial Planning, etc.

Education

Matriculation Certificate (Matric) NQF Level 5 or higher, or equivalent.

Application Deadline

29 April 2025, 23:59

The appointment will adhere to the Employment Equity Plan of Old Mutual South Africa.