Salaried Financial Advisor (In-house)

Old Mutual; East London; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider in East London is seeking a qualified individual to provide financial advisory services. The role requires FAIS compliance and a valid driver's licence. Candidates must have strong communication skills and at least 3 years of sales experience. The position offers a base salary with bonuses and promotes a focus on customer satisfaction.

Qualifications

• Valid Driver's licence and Own Car.
• Clear criminal and credit check required.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy is essential.

Responsibilities

• Provides advice in line with the customer value proposition & compliance framework.
• Develops tracks & reviews business plan to meet individual performance targets.
• Works with a specific range of products.

Skills

Excellent communication skills (written and verbal)

Customer Focus

Builds Networks

Action Oriented

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

Tools

MS Word

PowerPoint

Outlook

Job description

Overview

Lets Write Africas 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 specific allocated market and are individually accountable for achieving results through their own efforts.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud dishonesty and / or any professional misconduct) as well as competence and relevant qualifications.

Responsibilities

Provides advice in line with the customer value proposition & compliance framework.

Develops tracks & reviews business plan to meet individual performance targets.

Works in specific allocated markets.

Works with a specific range of products.

Prospecting is limited.

Receives a base salary & bonuses - no commission.

Remuneration

Receives a base salary & bonuses - no commission.

Requirements

• Grade 12 (Matric).
• Valid Drivers licence and Own Car
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Additional Notes

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.

Key Skills & Competencies

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

Education

Closing Date

11 August 2025 23 : 59

Employment Details

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Experience & Qualifications

Required Experience : Unclear Seniority

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1