Growth-Focused Financial Adviser

Old Mutual Limited; Knysna; On-site; ZAR 167,000 - 391,000; Full time

Job summary

Old Mutual Limited is seeking an Advancing Financial Adviser in Knysna. You will deliver personal financial advice, identify client needs, and pursue opportunities to grow your advisory practice while meeting FAIS requirements and maintaining a high standard of client service.

Requirements include Matric, 12+ months in financial services as an adviser, and FAIS-related qualifications. A valid driver’s license and clear background checks are also required.

Qualifications

• Matric required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5) will be advantageous.

Responsibilities

• Provide personal financial advice to clients and assess their financial needs.
• Identify sales opportunities and build a sustainable client base.
• Ensure compliance with FAIS requirements and maintain high service standards.

Skills

Consultative selling

Customer feedback management

Customer focus

Customer service

Identifying customer needs

Identifying sales opportunities

Oral communications

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Strengthening customer relationships

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited is seeking an Advancing Financial Adviser in Knysna. You will deliver personal financial advice, identify client needs, and pursue opportunities to grow your advisory practice while meeting FAIS requirements and maintaining a high standard of client service.

Requirements include Matric, 12+ months in financial services as an adviser, and FAIS-related qualifications. A valid driver’s license and clear background checks are also required.