Financial Advisor – Client Wealth & Growth

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 180,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a financial adviser to provide proactive financial services and advice to customers within an allocated market. The role requires in-house training, regulatory exams, and ongoing professional development to maintain accreditation with the Financial Services Regulatory Authority.

You will build strong client relationships, deliver sound financial solutions, and ensure compliance across the customer value proposition.

Qualifications

• Matric/Grade 12 is required.
• FAIS compliance RE5 is advantageous.

Responsibilities

• Provide proactive financial advice and services to customers.
• Maintain high-quality service delivery through strong client relationships.
• Recommend sound financial solutions aligned with customer goals and compliance.

Skills

Communication skills

Customer service

Sales experience

Education

Grade 12 (Matric)

FAIS RE5 advantageous

Tools

MS Office

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a financial adviser to provide proactive financial services and advice to customers within an allocated market. The role requires in-house training, regulatory exams, and ongoing professional development to maintain accreditation with the Financial Services Regulatory Authority.

You will build strong client relationships, deliver sound financial solutions, and ensure compliance across the customer value proposition.