Financial Advisor — Build Client Wealth & Trusted Guidance

Old Mutual South Africa; Pretoria; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services company is seeking a financial adviser in Pretoria. The role involves providing personalized financial service, maintaining client relationships, and achieving financial solutions aligned with customer goals. Candidates must have a Matric certificate, FAIS compliance, and a minimum of 3 years of relevant working experience. The position offers opportunities for growth and training in a supportive environment.

Benefits

Quality training and support

Opportunities for growth and development

Qualifications

• Grade 12 (Matric) certificate required.
• FAIS compliance is necessary.
• A valid Driver’s licence and own car required.
• Minimum of 3 years working experience in sales preferred.
• Proven computer literacy (MS Office suite) essential.

Responsibilities

• Provide pro-active financial service and advice to customers.
• Maintain superior service delivery and build strong client relationships.
• Complete prescribed Regulatory exams and continuous professional development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Sales Data Management

Oral Communications

Identifying Sales Opportunities

Education

NQF Level 5 - Higher Certificate or equivalent

Job description

A leading financial services company is seeking a financial adviser in Pretoria. The role involves providing personalized financial service, maintaining client relationships, and achieving financial solutions aligned with customer goals. Candidates must have a Matric certificate, FAIS compliance, and a minimum of 3 years of relevant working experience. The position offers opportunities for growth and training in a supportive environment.