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Financial Adviser
Job summary
A prominent financial services firm in South Africa seeks an experienced Financial Adviser with at least 12 months of experience in the field. Candidates must have the Matriculation Certificate and ideally complete additional FAIS requirements, including the Regulatory Examination 5. The role requires strong consultative selling skills and a focus on customer satisfaction. A valid driver’s licence and clear criminal check are mandatory for applicants. The application deadline is 22 January 2026.
Qualifications
- A minimum of Matric or equivalent.
- A minimum 12 months’ financial services experience as a Financial Adviser.
- A 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.
Skills
Education
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A 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)
22 January 2026 , 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.