Financial Advisor | Proactive Client Growth & Advice

Old Mutual Limited; Durban; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

In-house training

Regulatory exam support

Career development

Job summary

Old Mutual Limited in Durban invites applications for a financial adviser role within our trusted network. You will provide pro-active financial advice to an allocated market, build strong client relationships, and deliver solutions aligned with financial goals and regulatory standards.

You will undergo in-house training, complete prescribed regulatory exams with the FSCA, and participate in ongoing professional development.

Qualifications

• Grade 12 (Matric) certificate.
• FAIS compliance.
• RE5 an advantage.
• A valid driver’s licence and own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide advice on a range of products to an allocated market and achieve results.
• Deliver quality customer service and identify opportunities to secure new business or support retention.
• Process cases, handle complex queries, and resolve customer problems.
• Schedule follow-up actions and maintain CRM data for effective retention and business development.
• Develop and implement a relationship management plan to engage relevant decision-makers.
• Ensure adherence to organizational policies and regulatory codes.

Skills

Customer service

Relationship building

Communication

Probing questions

Sales orientation

Education

Grade 12 (Matric)

NQF Level 5 qualification

Tools

MS Office

Job description

Old Mutual Limited in Durban invites applications for a financial adviser role within our trusted network. You will provide pro-active financial advice to an allocated market, build strong client relationships, and deliver solutions aligned with financial goals and regulatory standards.

You will undergo in-house training, complete prescribed regulatory exams with the FSCA, and participate in ongoing professional development.