Financial Advisor

Old Mutual South Africa; Johannesburg; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to work full-time on-site in Alberton, Gauteng. You will engage clients to assess needs, provide tailored guidance on investments, insurance and retirement planning, and present comprehensive financial plans.

Responsibilities include portfolio reviews, market monitoring, and maintaining compliant practices. The role requires strong communication, relationship-building, and a proactive approach to grow a client base while delivering

Qualifications

• 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.
• CFP designation or progress towards obtaining it 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 financial plans; review portfolios regularly.
• Monitor market developments and ensure regulatory and company compliance.
• Prospect and build a client base; maintain strong client relationships.
• Collaborate with internal teams to deliver integrated financial solutions.
• Keep accurate records and follow up on client queries.
• Participate in ongoing training and development.

Skills

Financial planning

Financial advisory

Client needs assessment

Communication skills

Relationship-building

Numerical skills

Portfolio management

Education

Finance/Financial Planning degree

CFP progress advantageous

RE5/FAIS-compliant qualification

Tools

Microsoft Office

Digital financial planning tools

Job description

Role Description

This is a full-time, on-site Financial Adviser role based in Alberton 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

• 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.