Wealth & Retirement Planning Advisor

Old Mutual South Africa; Alberton; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Old Mutual South Africa in Alberton seeks a full-time Financial Adviser to engage clients, assess financial needs and risk profiles, and provide tailored planning across investments, insurance and retirement solutions.

You will prospect, build a client base, maintain relationships, review portfolios regularly, and ensure compliance with regulatory and company standards while working closely with internal teams.

Qualifications

• Matric and a relevant tertiary finance qualification.
• RE5 and FAIS-compliant qualification, or willingness to obtain within the required timeframe.
• Strong knowledge of financial planning, investments, insurance, and retirement solutions.
• Proven sales, networking or business development skills.
• Excellent communication, relationship-building, and client service skills.
• High levels of integrity, professionalism, and regulatory compliance.
• Proficient in Microsoft Office and digital financial planning tools.
• CFP designation or progress toward it will be advantageous.
• Valid driver’s licence and own vehicle will be advantageous.

Responsibilities

• Engage clients to understand their needs and risk profiles and tailor financial plans.
• Prepare and present financial plans and review portfolios.
• Prospect and build a client base; maintain relationships.
• Monitor market developments and ensure regulatory compliance.
• Collaborate with internal teams to deliver integrated solutions.
• Maintain accurate records and respond to client queries.
• Meet business targets within a compliant framework.
• Participate in ongoing training and development.

Skills

Financial planning

Financial advisory

Client relationship management

Sales and business development

Regulatory compliance

Education

Finance/Commerce degree

RE5 and FAIS-compliant

Tools

Microsoft Office

Job description

Old Mutual South Africa in Alberton seeks a full-time Financial Adviser to engage clients, assess financial needs and risk profiles, and provide tailored planning across investments, insurance and retirement solutions.

You will prospect, build a client base, maintain relationships, review portfolios regularly, and ensure compliance with regulatory and company standards while working closely with internal teams.