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- 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: Competitive salary, career development, and a supportive team environment.
- Why this job: Make a real difference in people's lives while advancing your career in finance.
- Qualifications: Matric and 12 months' experience in financial services required.
- Other info: Dynamic role with opportunities for personal and professional growth.
The predicted salary is between 30000 - 42000 £ per year.
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.
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
- 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
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date29 November 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.
Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds) 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 (Newcastle/ Vryheid and Surrounds)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, or even hit up social media groups. The more people you know, the better your chances of landing that Advancing Financial Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a short, engaging summary of your experience and skills that highlights your entrepreneurial mindset and customer-focused approach. Make it memorable!
✨Tip Number 3
Follow up after interviews! If you've had a chat with a potential employer, drop them a quick thank-you email. It shows you're keen and professional. Plus, it keeps you on their radar as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings listed, and applying directly can give you an edge. Plus, it’s super easy to keep track of your applications and updates. Let’s get you that job!
We think you need these skills to ace Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Advancing Financial Adviser. Highlight your financial services experience and any relevant qualifications, like your Long-term Insurance Class of Business completion. We want to see how you fit into our story!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and entrepreneurial mindset. Tell us why you're passionate about the financial services industry and how you can contribute to our mission at Old Mutual.
Showcase Your Skills: Don’t forget to highlight your consultative selling and customer service skills. We’re looking for someone who can build strong relationships and understand customer needs, so make sure these come through in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role right there!
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.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to refine your verbal skills and ensure you can convey complex information simply.
✨Demonstrate Your Entrepreneurial Mindset
Think about examples from your past where you've shown initiative or resilience. Be prepared to share stories that highlight your ability to identify sales opportunities and build customer relationships.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows you're genuinely interested in the role and helps you assess if it's the right fit for you.