Financial Advisor

Old Mutual South Africa; Vrystaat; On-site; ZAR 350,000 - 500,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser for a full-time, on-site role based in the Free State. You will engage clients to understand their financial needs, goals, and risk profiles, and provide tailored advice on planning, investments, insurance, and retirement solutions.

Responsibilities include preparing and presenting plans, reviewing portfolios, staying compliant, prospecting to grow a client base, and collaborating with internal teams to deliver integrated financial solutions.

Qualifications

• Strong financial planning and advisory capabilities.
• Knowledge of investments, insurance, and retirement plans.
• Proven sales, networking or business development skills.
• Excellent communication and client service orientation.

Responsibilities

• Assess client needs and develop tailored financial solutions.
• Prospect and build a client base while maintaining relationships.
• Prepare and present financial plans; review portfolios.
• Ensure compliance with regulatory standards.

Skills

Financial planning

Client advisory

Sales & BD

Communication

Regulatory awareness

Education

Bachelor's in Finance

FAIS/RE5 certification

CFP candidate

Tools

Microsoft Office

Job description

Role Description

This is a full-time, on-site Financial Adviser role based in Free State, 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.