Financial Advisor

Old Mutual South Africa; Boksburg; On-site; ZAR 180,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser based on-site in Boksburg, Gauteng. You will engage clients to assess their needs and risk profiles, then tailor plans across investments, insurance and retirement solutions.

You will present plans, monitor portfolios, keep detailed records, and stay compliant with regulatory and company standards. The role emphasizes building a client base, delivering integrated financial solutions, and ongoing development through training.

Qualifications

• Grade 12 (Matric) essential.
• Relevant tertiary qualification in Finance, Financial Planning, Commerce, Economics, or a related field.
• RE5 and FAIS-compliant qualification, or willingness to obtain within the required timeframe.
• Strong knowledge of financial planning, investments, insurance, and retirement solutions.
• Proven sales, networking, or business development skills.
• Excellent communication, relationship-building, and client service skills.
• High levels of integrity, professionalism, and regulatory compliance.
• Proficient in Microsoft Office and digital financial planning tools.
• CFP designation or progress towards obtaining it will be advantageous.
• Valid driver’s licence and own vehicle will be advantageous.

Responsibilities

• Engage with clients to understand financial needs, goals and risk profiles.
• Provide tailored advice on financial planning, investments, insurance and retirement solutions.
• Prepare and present comprehensive financial plans and reviews.
• Maintain accurate client records and compliance with regulatory standards.
• Build and nurture a client base; prospect and grow business within compliant framework.
• Collaborate with internal teams to deliver integrated financial solutions.

Skills

Financial planning

Investments

Risk management

Communication

Networking

Client service

Regulatory compliance

Education

Grade 12

Tertiary qualification in Finance/Financial Planning/Commerce/Economics

RE5 and FAIS-compliant qualification

CFP designation (advantageous)

Tools

Microsoft Office

Digital financial planning tools

Job description

Role Description

This is a full-time, on-site Financial Adviser role based in Boksburg Gauteng, South Africa. The Financial Adviser will engage with clients to understand their financial needs, goals, and risk profiles, and provide tailored advice on financial planning, investments, insurance, and retirement solutions. Responsibilities include preparing and presenting financial plans, reviewing portfolios regularly, monitoring market developments, and ensuring compliance with regulatory and company standards. The role involves prospecting and building a client base, maintaining strong client relationships, and collaborating with internal teams to deliver integrated financial solutions. The Financial Adviser will also keep accurate records, follow up on client queries, and participate in ongoing training and development.

Responsibilities

• Strong Financial Planning and Financial Advisory skills, with the ability to assess client needs and develop appropriate financial solutions.
• Sound knowledge of Finance, Investments, Risk Management, Insurance, and Wealth Creation principles.
• Retirement Planning expertise to assist clients in achieving long-term financial security and wealth preservation.
• Experience in financial services, insurance, banking, investments, wealth management, or sales will be advantageous.
• Strong communication, presentation, interpersonal, and relationship-building skills with the ability to explain complex financial concepts clearly and professionally.
• Demonstrated client service orientation, networking ability, and business development skills with a proven ability to grow and maintain a client base.
• High levels of integrity, professionalism, and ethical conduct in line with regulatory and company standards.
• Strong analytical, numerical, and problem-solving skills.
• Proficiency in Microsoft Office and digital financial planning tools.
• Ability to work independently, manage a portfolio of clients, and achieve business targets within a compliant framework.

Qualifications

• Grade 12 (Matric) essential.
• Relevant tertiary qualification in Finance, Financial Planning, Commerce, Economics, or a related field.
• RE5 and FAIS-compliant qualification, or willingness to obtain within the required timeframe.
• Strong knowledge of financial planning, investments, insurance, and retirement solutions.
• Proven sales, networking, or business development skills.
• Excellent communication, relationship-building, and client service skills.
• High levels of integrity, professionalism, and regulatory compliance.
• Proficient in Microsoft Office and digital financial planning tools.
• CFP designation or progress towards obtaining it will be advantageous.
• Valid driver's licence and own vehicle will be advantageous.