MFC Salaried Financial Adviser

Old Mutual; Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Join Old Mutual as a financial adviser, where you will provide proactive financial services and build strong client relationships. This role requires a Matriculation Certificate, FAIS compliance, and a minimum of 3 years in sales. Old Mutual is dedicated to personal growth through quality training and support while promoting diversity and inclusion.

Benefits

Quality training and support

Career growth opportunities

Diversity and inclusion initiatives

Qualifications

• Grade 12 (Matric) certificate required.
• FAIS compliance necessary.
• At least 3 years working experience preferred, especially in sales.

Responsibilities

• Provide proactive financial services and advice to customers.
• Build strong client relationships and recommend financial solutions.
• Complete required regulatory exams and in-house training.

Skills

Building Trust

Customer-Focused

Consultative Selling

Sales Data Management

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

NQF Level 5 - Higher Certificate or equivalent

Tools

MS Office Suite

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.

What is a financial adviser?

Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re a graduate or an experienced professional trying to elevate your career, Old Mutual has something to offer you.

What is required of you?

An accredited financial adviser provides proactive, on-demand financial services and advice to customers within an allocated customer market.

You will be accountable for maintaining superior service delivery to your customers by building strong client relationships and recommending sound financial solutions that align with the customer's financial goals, value proposition, and compliance frameworks.

The role requires formal in-house training, the completion of prescribed regulatory exams, accreditation with the Financial Services Regulatory Authority, and continuous professional development.

What do we need from you?

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

Personal Qualities

• Interacting with people
• Embracing change
• Articulating information
• Meeting timescales
• Interpreting information
• Developing strategies and producing output
• Pursuing goals
• Ability to convince and influence
• Seizing opportunities

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop, and build on your future aspirations through quality training and support. We lead with our values, which are at the heart of everything we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures across our business clusters—Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. The group offers many opportunities for growth and development.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

So what now?

If you think you fit the bill, have a desire to join a respected financial services business, and want to set your own earnings potential, apply now!

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

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

Education

Matriculation Certificate (Matric), NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

31 December 2025, 23:59

This position will be filled in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!