Financial Adviser - Client-Centric Wealth Guidance

Old Mutual South Africa; George; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is hiring a Financial Adviser to support clients with financial planning and insurance solutions in George and the Western Cape.

The role requires Matric, at least 12 months in financial services as an adviser, and FAIS qualifications such as Investments Class of Business and RE5.

A valid driver’s licence and own car, plus clear criminal and credit checks, are essential; closing date 19 October 2026 23:59.

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• FAIS requirements such as Investments Class of Business and RE5 are advantageous.
• Valid driver’s licence and own car; clear criminal and credit checks.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Customer Understanding

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is hiring a Financial Adviser to support clients with financial planning and insurance solutions in George and the Western Cape.

The role requires Matric, at least 12 months in financial services as an adviser, and FAIS qualifications such as Investments Class of Business and RE5.

A valid driver’s licence and own car, plus clear criminal and credit checks, are essential; closing date 19 October 2026 23:59.