Strategic Financial Advisor: Grow Client Wealth

Old Mutual Limited; Empangeni; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking a Financial Adviser to provide proactive financial advice to customers within an allocated market. You will maintain superior service, build strong client relationships, and recommend sound financial solutions aligned with goals and compliance frameworks.

The role requires formal in-house training, completion of regulatory exams, and accreditation with the Financial Services Regulatory Authority, plus ongoing professional development.

Qualifications

• Matric (Grade 12) certificate is required.
• FAIS compliance is required.
• RE5 certification is an advantage.
• Valid driver’s license and own car.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Develop and maintain CRM data for effective customer retention and business development.
• Clarify customer needs and tailor presentations to decision-makers and influencers.
• Build relationships with relevant decision-makers and influencers within customer organizations.

Skills

Building Trust

Consultative Selling

Customer Focus

Communication Skills

Sales Knowledge

Networking

Education

NQF Level 5

Job description

Old Mutual Limited is seeking a Financial Adviser to provide proactive financial advice to customers within an allocated market. You will maintain superior service, build strong client relationships, and recommend sound financial solutions aligned with goals and compliance frameworks.

The role requires formal in-house training, completion of regulatory exams, and accreditation with the Financial Services Regulatory Authority, plus ongoing professional development.