Financial Adviser

Old Mutual South Africa; Wes-Kaap; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A leading financial services group in South Africa is seeking a Financial Adviser to provide comprehensive financial planning and advisory services. In this full-time role, you will work closely with clients to assess their financial needs and develop personalized strategies. Candidates should have at least a Matric or equivalent, along with one year of experience in financial services. A valid driver’s licence and a clear criminal and credit check are required for this position.

Qualifications

• A minimum of Matric or equivalent is required.
• 12 months' experience in financial services as a Financial Adviser.
• Completion of Long-term Insurance Class of Business is preferred.

Responsibilities

• Assess clients' financial needs closely.
• Develop personalized financial strategies for clients.
• Recommend suitable investment options.

Skills

Financial planning

Client relationship management

Investment recommendations

Education

Matric or equivalent

Regulatory Examination 5 (RE5)

Job description

Company Description

Old Mutual Limited is a leading pan-African financial services group that offers comprehensive financial solutions to retail and corporate customers across 14 countries. With over 170 years of experience, Old Mutual has been helping customers achieve their financial goals while fostering positive impacts on communities and society. Employing more than 30,000 individuals, the company operates in Africa and Asia and is committed to creating opportunities for personal and professional growth. By joining Old Mutual South Africa, you contribute to shaping a better Africa, supported by innovative tools, expert guidance, and a culture of excellence.

Role Description

This full-time on-site role, based in Western Cape, focuses on providing financial planning and advisory services to clients.

Responsibilities

• Work closely with clients to assess their financial needs.
• Develop personalized financial strategies.
• Recommend suitable investment options.
• Monitor clients’ financial plans and adapt strategies in response to life stages or changing economic conditions.
• Build trusted relationships with clients while ensuring adherence to compliance and regulatory requirements.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• A minimum of Long-term Insurance Class of Business completion.
• Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Other Requirements

• A valid driver’s licence and own car.
• A clear criminal and credit check.