Salaried Financial Advisor

Findojobs South Africa; Noordwes; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services firm in South Africa is seeking a financial adviser to provide personalized financial advice. Candidates must have a Grade 12 certificate and at least 3 years of relevant experience, preferably in sales. The role focuses on customer relationship building and continuous professional development. This position supports career growth and champions diversity within the workplace.

Benefits

Quality training and development

Opportunities for advancement

Diversity and inclusion initiatives

Qualifications

• FAIS compliance required.
• Valid driver’s license and own vehicle necessary.
• Minimum of 3 years relevant experience in sales.
• Excellent written and verbal communication skills required.

Responsibilities

• Provide financial advice to customers to improve their financial futures.
• Maintain service delivery through personal time management.
• Engage in personal development via accredited courses.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Grade 12 (Matric) certificate

Job description

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

Job Description

This role provides advice on a specific range of products to a designated market segment and is individually accountable for achieving results through personal 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 accredited financial adviser with Old Mutual, you will embody the company's core values: Integrity, Professionalism, Customer-first, Advice-led.

What is required of you?

• Provide appropriate financial advice aligned with the customer’s resources and goals to foster positive financial futures and protect assets and estates.
• Offer proactive, on-demand financial services and advice within your allocated market segment.
• Maintain excellent service delivery through effective personal time and task management.
• Engage in continuous personal development via accredited courses and programs.
• Understand the customer’s personal and financial circumstances, goals, and dreams to provide relevant advice.
• Build strong relationships through effective interpersonal and communication skills.

What do we need from you?

• Grade 12 (Matric) certificate
• FAIS compliance
• Valid driver’s license and own vehicle
• Clear criminal and credit checks
• Minimum of 3 years of relevant experience (preferably in sales)
• Excellent written and verbal communication skills

What we can do for you!

We support your career growth through quality training and development, aligning with our core values. We champion diversity and inclusion across our business units—Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance—providing numerous opportunities for advancement.

Skills and Competencies

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

Education

High School (Grade 12) is required.

Closing Date

30 August 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.