Salaried Financial Advisor
Salaried Financial Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
naThis role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.What is a financial adviser
The role of a financial adviser is one that demands utmost professionalism integrity and a customercentric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal inhouse training the completion of the prescribed Regulatory exams accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial adviser with Old Mutual you will represent the ideals and values to which the company has subscribed for over 175 years Integrity Professionalism Customerfirst Advice led.
What is required of you
Provide appropriate financial advice in line with the customers resources and financial goals to enable positive financial futures and protection of assets and estate.
Provide proactive on demand financial service and advice to customers within your allocated customer markets.
As a financial services professional you will be accountable for maintaining superior service delivery to your customers through effective personal time and task management. Importantly the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
Providing relevant and appropriate financial advice hinges on a complete understanding of the customers personal and financial circumstances and their goals or dreams for the future. As such interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you
A Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A valid Drivers licence and your own car
A clear criminal and credit check
A minimum of 3 years working experience (preferably in sales)
Proven computer literacy (MS Office suite)
Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters Old Mutual Finance Retail Mass Market Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development
Skills
Competencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
High School (Grade 12 (Required)Closing Date
30 August 2025 23:59The 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!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
