Salaried Financial Advisor

Old Mutual; Pretoria; On-site; ZAR 250,000 - 600,000; Full time

Job summary

A reputable financial services firm seeks a Financial Advisor in Pretoria. This role involves providing proactive financial advice and establishing strong client relationships to meet specific goals. Ideal candidates should have a Grade 12 certificate, compliance qualifications, and three years of relevant experience, alongside a valid driver’s license. The company offers support for career growth through quality training and development.

Benefits

Career training and development

Opportunities for growth

Qualifications

• Accredited financial adviser providing proactive financial services.
• At least 3 years of relevant experience, preferably in sales.
• Valid driver's license and own vehicle.

Responsibilities

• Deliver excellent service and build strong client relationships.
• Provide sound financial advice aligned with clients' goals.
• Complete regulatory exams and accreditation.

Skills

Customer service

Sales data management

Interpersonal skills

Education

Grade 12 certificate

NQF Level 5 or higher

Tools

MS Office

Job description

Salaried Financial Advisor position available in Pretoria. Posted more than 30 days ago. Job requisition ID: JR-Let's Write Africa's Story Together!

Old Mutual is committed to the African opportunity and values diversity within its talent pool.

What is a Financial Adviser?

Are you capable of working for a leading financial services company? If so, you might be the candidate we are seeking.

Whether you're a recent graduate or an experienced professional seeking career growth, Old Mutual offers opportunities for you.

Requirements

• Accredited financial adviser providing proactive, on-demand financial services and advice within an assigned customer market.
• Accountable for delivering excellent service, building strong client relationships, and offering sound financial advice aligned with clients' goals, value proposition, and compliance standards.
• Completion of formal in-house training, regulatory exams, and accreditation with the Financial Services Regulatory Authority, with ongoing professional development.

Candidate Profile

• Grade 12 (Matric) certificate; FAIS compliance; RE5 qualification is advantageous.
• Valid driver’s license and own vehicle.
• No criminal or credit issues.
• At least 3 years of relevant experience, preferably in sales.
• Proficient in MS Office; excellent communication skills.

Personal Qualities

• Interpersonal skills, adaptability, clarity in communication, punctuality, analytical thinking, strategic development, goal orientation, persuasion, and opportunity recognition.

What We Offer

Support in achieving your career aspirations through quality training and development, aligned with our values of customer and employee championing, diversity, and inclusion. Opportunities for growth are available across various business units.

Next Steps

If you meet the criteria and wish to join a reputable financial services firm with earning potential, apply now.

Additional Information

• Skills required include trust building, consultative selling, customer service, sales data management, and strategic selling.
• Education: NQF Level 5 or higher, Occupational Certificate or equivalent.
• Closing date: 14 January, 23:59.

Old Mutual encourages vaccination against Covid-19 and requires disclosure of vaccination status during recruitment. The company reserves the right to reinstate vaccination requirements if deemed necessary.

The Old Mutual Story

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