Financial Advisor

Old Mutual South Africa; KwaZulu-Natal; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual South Africa in KwaZulu-Natal seeks a full-time Financial Adviser to engage clients, assess needs, and tailor plans covering investments, insurance and retirement solutions.

You will prepare and present financial plans, review portfolios, monitor markets, and ensure regulatory compliance while growing your client base and collaborating with internal teams.

Qualifications

• Tertiary qualification in Finance, Financial Planning, Commerce or Economics.
• RE5 and FAIS-compliant qualification or willingness to obtain.
• CFP designation or progress towards it is advantageous.
• Strong knowledge of financial planning, investments, insurance and retirement solutions.
• Proven sales, networking or business development skills.

Responsibilities

• Engage clients to understand needs, goals and risk profiles.
• Provide tailored financial planning, investments, insurance and retirement advice.
• Prepare and present comprehensive financial plans to clients.
• Review portfolios regularly and monitor market developments.
• Maintain accurate records and ensure regulatory compliance.
• Prospect and build a client base; develop strong client relationships.
• Collaborate with internal teams to deliver integrated solutions.
• Achieve business targets within a compliant framework.
• Participate in ongoing training and development.

Skills

Financial Planning

Investments

Insurance

Retirement Planning

Client relationship management

Sales / business development

Communication skills

Regulatory compliance

Financial advisory

Portfolio reviews

Education

Finance / Financial Planning / Commerce / Economics degree

RE5 and FAIS compliance

CFP designation or progress

Valid driver's license

Tools

Microsoft Office

Digital financial planning tools

Job description

Role Description

This is a full-time, on-site Financial Adviser role based in Kwa-Zulu Natal, 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 license and own vehicle will be advantageous.