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Résumé du poste
A financial services group in Richards Bay is seeking a Personal Financial Adviser. The role involves advising clients and building lasting relationships. Candidates must have a senior certificate, a valid driver's license, and a minimum of 3 years’ experience in finance, banking, or insurance. Competitive remuneration includes commission and benefits.
Prestations
Qualifications
- Senior Certificate (Matric / Grade 12/ NQF 4) required.
- A valid Driver’s License with your own vehicle or access to a vehicle.
- Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous.
Responsabilités
- Operate as a Personal Financial Adviser.
- Building networks and relationships with clients.
- Deliver market competitive financial advice.
Connaissances
Formation
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Free Adviser Academy Learning Programme which will qualify you to
operate as a Personal Financial Adviser.
Payment of a Living Allowance during the first three months of completing
the Adviser Academy Learning Programme for accreditation as a licenced
Financial Adviser.
Upon successful completion of the Adviser Academy Learning Programme
and accredited to operate as a Financial Adviser you will receive Market
competitive remuneration in the form of Commission & Advice Fees,
Medical Aid, Group Life, Funeral and Disability cover
A great culture with people who do great things every day.
Development coach/mentor and continuous learning programmes
If you are a self-starter, with outstanding networking and relationship building
skills then apply for our Financial Advisor positions to unleash your potential and
be your exceptional best every day!
- Senior Certificate (Matric / Grade 12/ NQF 4)
- A valid Driver’s License with your own vehicle or access to a vehicle
- Branch working hours Monday - Saturdays
- Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
- Required to cover a desk fee charge from month 4
- Clear credit and Criminal records
- Fit and proper
Skills
Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures Accountability
Education
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
30 December 2025 , 23:59
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.
The Old Mutual Story!
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.