Growth-Focused Financial Adviser: Build Client Trust

Old Mutual Limited; Mossel Bay; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in Mossel Bay invites applications for an Advancing Financial Adviser. The role requires delivering consultative financial advice and building client relationships.

Candidates should have Matric, at least 12 months' financial services experience as an Adviser, and relevant FAIS and insurance qualifications. A valid driver's license and own transport are considered. Closing date 29 November 2026; employment aligned with Equity Plan.

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• FAIS requirements such as Investments Class of Business completed or in progress.
• RE5 or FSCA-approved qualification is advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

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 in Mossel Bay invites applications for an Advancing Financial Adviser. The role requires delivering consultative financial advice and building client relationships.

Candidates should have Matric, at least 12 months' financial services experience as an Adviser, and relevant FAIS and insurance qualifications. A valid driver's license and own transport are considered. Closing date 29 November 2026; employment aligned with Equity Plan.