Financial Adviser: Create Trusted Financial Solutions

Old Mutual Limited; Worcester; On-site; ZAR 350,000 - 450,000; Full time

Job summary

Old Mutual Limited in Worcester, Western Cape seeks a Financial Adviser with Matric and at least 12 months of financial services experience to join its team.

Candidates should have Long-term Insurance Class of Business and FAIS requirements; RE5 or FSCA qualifications are advantageous. A valid driver’s license and clean criminal/credit checks are required. Closing date: 17 September 2026.

Qualifications

• Matriculation certificate 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; RE5 or FSCA-approved qualification advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Tools

Sales Software

Job description

Old Mutual Limited in Worcester, Western Cape seeks a Financial Adviser with Matric and at least 12 months of financial services experience to join its team.

Candidates should have Long-term Insurance Class of Business and FAIS requirements; RE5 or FSCA qualifications are advantageous. A valid driver’s license and clean criminal/credit checks are required. Closing date: 17 September 2026.