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For Companies At a Glance
- Tasks: Help clients achieve financial goals and build lasting relationships.
- Company: Join Old Mutual, a leader in financial services with a commitment to Africa's growth.
- Benefits: Full-time role with competitive pay and opportunities for professional development.
- Why this job: Make a real difference in people's lives while advancing your career in finance.
- Qualifications: Matric and 12 months of experience in financial services required.
- Other info: Dynamic work environment with a focus on teamwork and customer satisfaction.
The predicted salary is between 28800 - 48000 £ per year.
Locations: Cape Town, George, East London, Hermanus, Vredenburg
Time type: Full time
Posted on: Posted Today
Job requisition id: JR-74037
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Qualifications and Experience
- 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.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- 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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
19 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.
Advancing Financial Adviser employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advancing Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for those interviews! Research Old Mutual and understand their values and mission. Tailor your responses to show how your skills in consultative selling and customer service align with their goals. Practice common interview questions to boost your confidence.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. Mention something specific from your conversation to remind them of your fit for the Advancing Financial Adviser role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Old Mutual and contributing to Africa's story.
We think you need these skills to ace Advancing Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services experience and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background makes you a perfect fit for the Advancing Financial Adviser position.
Showcase Your Skills: Don’t forget to emphasise your consultative selling and customer service skills. We want to see how you can strengthen customer relationships and identify sales opportunities!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to receive your application and get to know you better!
How to prepare for a job interview at Old Mutual Limited
✨Know Your Financial Stuff
Brush up on your financial services knowledge, especially around long-term insurance and investments. Be ready to discuss your experience and how it relates to the role of an Advancing Financial Adviser.
✨Showcase Your Sales Skills
Prepare examples that highlight your consultative selling techniques and how you've successfully identified customer needs in the past. This will demonstrate your ability to strengthen customer relationships.
✨Practice Effective Communication
Since communication is key in this role, practice articulating your thoughts clearly. Use probing questions during mock interviews to show your ability to evaluate information and qualify prospects.
✨Be Ready for Scenario Questions
Expect situational questions that assess your problem-solving skills and how you manage complexity. Think of specific instances where you balanced stakeholder needs or built networks effectively.
