InHouse Salaried Financial Advisor

Old Mutual; Pretoria; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual seeks a dedicated financial adviser to join our team, offering tailored financial advice to clients while promoting positive financial futures. The ideal candidate will have strong interpersonal skills, a commitment to professional integrity, and a Grade 12 certificate, along with experience in sales. Join us in championing customer-centric solutions while experiencing significant career growth through our robust training programs.

Benefits

Career growth opportunities

Quality training and development

Supportive and inclusive company culture

Qualifications

• At least 3 years of relevant work experience, preferably in sales.
• FAIS compliance is mandatory.
• Driver’s license and own vehicle required.

Responsibilities

• Provide suitable financial advice aligned with customer’s resources.
• Maintain high-quality service delivery through effective personal management.
• Build strong relationships with customers.

Skills

Effective Communication

Customer Focus

Action Oriented

Collaboration

Result Driven

Education

Grade 12 (Matric) certificate

RE5 qualification

Tools

MS Office

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this commitment.

Job Description

This role provides advice on a specific range of products to a designated market segment and is responsible for achieving results through individual effort.

What is a financial adviser?

The role of a financial adviser demands professionalism, integrity, and a customer-centric approach. An accredited financial adviser earns the respect and trust of clients who entrust their and their families' financial futures. The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory Authority, and ongoing professional development. As an Old Mutual financial adviser, you will embody the company's values of Integrity, Professionalism, Customer-first, and Advice-led service, which have been upheld for over 175 years.

What is required of you?

Provide suitable financial advice aligned with the customer’s resources and goals to promote positive financial futures and protect assets and estates. Offer proactive, on-demand financial services and advice within your allocated customer market. Maintain high-quality service delivery through effective personal time and task management. Continuous personal development through accredited courses and programmes is essential. Building strong relationships through excellent interpersonal and communication skills is fundamental, as understanding the customer’s personal and financial circumstances is crucial for relevant advice.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 qualification (advantageous)
• A valid Driver’s license and own vehicle
• Clear criminal and credit checks
• At least 3 years of relevant work experience, preferably in sales
• Proven computer literacy (MS Office)
• Excellent written and verbal communication skills

What we can do for you!

We support your career growth through quality training and development opportunities. Our values guide us as we champion our customers and employees, embracing diversity and inclusion across our business units—Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. We offer many opportunities for advancement and personal development.

Skills and Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

High School (Grade 12) is required.

Closing Date

29 June 2025, 23:59

The appointment will be made in accordance with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

The Old Mutual Story!