MFC Salaried Financial Advisor

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

Job summary

Old Mutual is seeking a dedicated financial advisor to provide tailored financial advice and service to customers. This role emphasizes professionalism and requires candidates to have a Grade 12 certificate and relevant experience. You will help clients navigate their financial futures while benefiting from training and support for career development.

Benefits

Quality training and support

Opportunities for growth and development

Qualifications

• FAIS compliance is mandatory.
• RE5 certification is an advantage.
• Minimum 3 years' experience, preferably in sales.

Responsibilities

• Provide appropriate financial advice aligned with customer goals.
• Develop relationships with clients to understand their financial needs.
• Conduct pro-active financial service and advice.

Skills

Communication skills

Interpersonal skills

Education

Grade 12 (Matric) certificate

Job description

This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

What is a financial advisor?

The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

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

As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Excellent communication skills (written and verbal)

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 to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides 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.