Associate Financial Adviser

Associate Financial Adviser

London Full-Time 21600 - 36000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, provide financial advice, and build lasting relationships.
  • Company: Old Mutual is a leading financial services provider committed to African opportunities.
  • Benefits: Enjoy a full-time role with potential for growth and a supportive work culture.
  • Why this job: Join a dynamic team focused on making a positive impact in the community.
  • Qualifications: Matric or Bachelor's degree with relevant experience; strong communication skills required.
  • Other info: Opportunity to work with diverse clients and develop your entrepreneurial skills.

The predicted salary is between 21600 - 36000 ÂŁ per year.

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Join to apply for the Associate Financial Adviser role at Old Mutual South Africa

Let\’s Write Africa\’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let\’s Write Africa\’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Grade 12(Matric) with a minimum of 8 years working experience OR
Bachelors Degree with a minimum of 3 years working experience (new to industry)
Prior work experience in a career which demonstrates the ability to interact with ease with middle income customers
Meaningful network of in-segment customers facilitates access to an own client base
Potential for B2B engagement
Clear Criminal and Credit Record
A valid Driver’s license and own car
A clear criminal and credit check
Proven computer literacy and digital dexterity
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse and synthesize information
Entrepreneurial mindset
Sound business acumen
GRIT, resilience and tenacity to stay the course
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
Matriculation Certificate (Matric)
Closing Date
17 July 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!

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

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Associate Financial Adviser employer: Old Mutual South Africa

Old Mutual South Africa is an exceptional employer that champions the African opportunity, fostering a diverse and inclusive work culture. Employees benefit from robust professional development opportunities, a supportive environment that encourages entrepreneurial thinking, and the chance to build meaningful relationships with clients. Located in London, the company offers a dynamic setting for those looking to make a significant impact in the financial advisory sector.
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Contact Detail:

Old Mutual South Africa Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate Financial Adviser

✨Tip Number 1

Network actively within the financial services industry. Attend local events, workshops, or seminars where you can meet professionals already working in roles similar to the Associate Financial Adviser position. Building relationships can lead to valuable referrals and insights about the company culture at Old Mutual.

✨Tip Number 2

Familiarise yourself with Old Mutual's values and mission. Understanding their commitment to the African opportunity will help you align your conversations and demonstrate your enthusiasm for contributing to their goals during interviews.

✨Tip Number 3

Prepare to discuss your previous experiences in customer interaction and sales. Think of specific examples where you've successfully built trust with clients or identified sales opportunities, as these skills are crucial for the role.

✨Tip Number 4

Showcase your entrepreneurial mindset by discussing any initiatives you've taken in past roles. Whether it's starting a project or improving a process, demonstrating your proactive approach can set you apart from other candidates.

We think you need these skills to ace Associate Financial Adviser

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
Excellent Communication Skills
Planning and Organising Abilities
Analytical Skills
Entrepreneurial Mindset
Sound Business Acumen
Resilience and Tenacity

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Associate Financial Adviser position at Old Mutual. Tailor your application to highlight how your experience aligns with their needs.

Highlight Relevant Experience: In your CV and cover letter, emphasise your previous work experience that demonstrates your ability to interact with middle-income customers and any relevant sales experience. Use specific examples to showcase your skills in building trust and consultative selling.

Showcase Your Skills: Make sure to include key skills mentioned in the job description, such as customer service, communication, and planning abilities. Provide concrete examples of how you've successfully applied these skills in past roles.

Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you want to join Old Mutual and how you can contribute to their mission of writing Africa's story together.

How to prepare for a job interview at Old Mutual South Africa

✨Showcase Your Customer Interaction Skills

As an Associate Financial Adviser, you'll need to demonstrate your ability to interact with middle-income customers. Prepare examples from your past experiences where you've successfully built relationships and provided excellent customer service.

✨Highlight Your Network

Old Mutual values a meaningful network of in-segment customers. Be ready to discuss your existing connections and how they can benefit your role. This shows your potential for B2B engagement and client acquisition.

✨Demonstrate Your Entrepreneurial Mindset

An entrepreneurial mindset is crucial for this position. Share instances where you've taken initiative or identified sales opportunities. This will illustrate your proactive approach and business acumen.

✨Prepare for Scenario-Based Questions

Expect questions that assess your planning, organising abilities, and decision-making skills. Think of scenarios where you've had to analyse information and make strategic decisions, as this will showcase your problem-solving capabilities.

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