Financial Advisor: Grow Clients, Deliver Solutions

Old Mutual South Africa; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company is seeking a Financial Adviser to provide proactive financial services and advice to customers in Pretoria, Gauteng. Candidates should have at least a Grade 12 certificate and a minimum of three years of experience, preferably in sales. The role includes a strong focus on customer relationships and requires FAIS compliance. The company offers extensive training to support your career growth and encourages applications from qualified candidates as part of their commitment to diversity and inclusion.

Benefits

Career development support

Training and development opportunities

Qualifications

• FAIS compliance is required.
• A minimum of 3 years working experience, preferably in sales.
• Proven computer literacy with MS Office suite.

Responsibilities

• Provide financial service and advice to customers.
• Maintain superior service delivery through strong client relationships.
• Complete the prescribed Regulatory exams and accreditation.

Skills

Building Trust

Consultative Selling

Customer Focused

Excellent communication skills

Sales Data Management

Direct Selling

Education

Grade 12 (Matric) certificate

NQF Level 5 or equivalent

Job description

A leading financial services company is seeking a Financial Adviser to provide proactive financial services and advice to customers in Pretoria, Gauteng. Candidates should have at least a Grade 12 certificate and a minimum of three years of experience, preferably in sales. The role includes a strong focus on customer relationships and requires FAIS compliance. The company offers extensive training to support your career growth and encourages applications from qualified candidates as part of their commitment to diversity and inclusion.