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Boardroom Appointments
Advancing Financial Adviser ( Somerset West )
Old Mutual
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Old Mutual
Advancing Financial Adviser
Job summary
A leading financial services company in Cape Town is looking for a Financial Adviser to join their team. The ideal candidate should possess a Matriculation Certificate and a minimum of 12 months’ experience in financial services. This role involves consultative selling and strengthening customer relationships. A valid driver’s licence is required, and candidates from the designated group are encouraged to apply.
Qualifications
- Minimum of Matric or equivalent.
- Minimum of 12 months’ financial services experience as a Financial Adviser.
- Minimum Long-term Insurance Class of Business completion.
Skills
Education
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- Minimum of Matric or equivalent
- Minimum 12 months’ financial services experience as a Financial Adviser
- Minimum of Long-term Insurance Class of Business completion
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous
- A valid driver’s licence and own car
- A clear criminal and credit check
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
- Matriculation Certificate (Matric)
- 16 October 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.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.