MFC Salaried Financial Advisor

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

Job summary

Old Mutual is seeking a financial adviser to join their team in Cape Town. This role involves providing proactive financial services and advice to clients, maintaining relationships, and ensuring compliance with regulatory standards. Candidates should have a Matric certificate, relevant experience in sales, and a commitment to professional development.

Benefits

Quality training and development

Opportunities across business units

Qualifications

• Grade 12 (Matric) certificate required.
• FAIS compliance needed.
• Minimum of 3 years working experience (preferably in sales).

Responsibilities

• Provide proactive, on-demand financial services to customers.
• Maintain excellent service delivery and build client relationships.
• Recommend financial solutions aligned with customer goals.

Skills

Building Trust

Customer Service

Direct Selling

Effective Communication

Sales Data Management

Education

Matric or equivalent

NQF Level 5 - Higher, Advanced, or Occupational Certificate

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 seeking 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 responsible for maintaining excellent service delivery, building strong client relationships, and recommending sound financial solutions aligned with the customer's financial goals, value proposition, and compliance frameworks.

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

What do we need from you?

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 qualification (advantageous)
• Valid driver’s license and own vehicle
• Clear criminal and credit checks
• Minimum of 3 years 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 Deadlines
• Interpreting Information
• Developing Strategies and Producing Results
• Pursuing Goals
• Influencing Others
• Seizing Opportunities

What we can do for you!

We support your career growth through quality training and development, aligning with our values of diversity, inclusion, and customer focus. We offer numerous opportunities across our business units, including Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance.

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

So what now?

If you believe you are a good fit, eager to join a respected financial services company, and want to set your earning potential, apply now!

Skills

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

Competencies

Action Oriented, Stakeholder Management, Networking, Collaboration, Effective Communication, Customer Focus, Results Driven, Accountability

Education

Matric or equivalent, NQF Level 5 - Higher, Advanced, or Occupational Certificate

Closing Date

29 June 2025, 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa.

Old Mutual Limited encourages vaccination against Covid-19. All prospective employees must disclose their vaccination status during recruitment. Refer to our Covid-19 vaccination policy for details. We reserve the right to reinstate vaccination requirements if deemed necessary.

The Old Mutual Story!