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Salaried Financial Advisor

Old Mutual

Rustenburg

On-site

ZAR 30,000 - 60,000

Full time

30+ days ago

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Job summary

Join a forward-thinking company dedicated to empowering individuals through financial advice. As a financial adviser, you will play a crucial role in shaping clients' financial futures by providing tailored advice and building lasting relationships. This role demands professionalism, integrity, and a customer-centric approach, ensuring that clients receive the best possible service. With a strong focus on personal development and a commitment to diversity and inclusion, you will have the opportunity to grow your career while making a meaningful impact in the lives of others. Embrace this chance to be part of a dynamic team that values your contributions and supports your journey.

Benefits

Quality training and development
Career growth opportunities
Diversity and inclusion initiatives

Qualifications

  • Minimum of 3 years of relevant experience, preferably in sales.
  • Proven computer literacy and excellent communication skills.

Responsibilities

  • Provide appropriate financial advice aligned with customer goals.
  • Maintain excellent service delivery through effective time management.

Skills

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

Education

Grade 12 (Matric) certificate
FAIS compliance
RE5 qualification

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.

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
  • RE5 qualification (advantageous)
  • Valid driver’s license and own vehicle
  • Clear criminal and credit checks
  • Minimum of 3 years of relevant experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • 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
  • Collaborates
  • 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.

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