Aspiring Financial Adviser

Aspiring Financial Adviser

Newcastle upon Tyne Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help customers achieve their financial goals with tailored advice and solutions.
  • Company: Join Old Mutual, a leading insurance company in Africa.
  • Benefits: Full-time role with opportunities for growth and development.
  • Why this job: Be part of a dynamic team making a real difference in people's lives.
  • Qualifications: Grade 12 or equivalent; entrepreneurial spirit and customer-focused mindset.
  • Other info: Great networking opportunities and a chance to build lasting relationships.

The predicted salary is between 28800 - 48000 £ per year.

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

29 November 2025, 23:59

Aspiring Financial Adviser employer: Old Mutual Limited

Old Mutual is an exceptional employer that champions the entrepreneurial spirit of its employees, particularly in the role of Aspiring Financial Adviser. Located in Newcastle, we offer a vibrant work culture that prioritises personal growth and development, alongside competitive benefits that empower our team to thrive. Join us to make a meaningful impact in the lives of our customers while enjoying a supportive environment that values collaboration and innovation.
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Contact Detail:

Old Mutual Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Aspiring Financial Adviser

✨Tip Number 1

Network like a pro! Get out there and connect with people in the financial industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you meet potential employers or clients, you want to make a great impression. Prepare a short, engaging introduction about yourself and what you can bring to the table as an aspiring Financial Adviser.

✨Tip Number 3

Follow up! After meeting someone or applying for a position, send a quick thank-you email or message. It shows you're keen and keeps you on their radar. Plus, it’s a great way to reinforce that personal connection.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to check out our careers page regularly and submit your application directly. It’s the best way to ensure your application gets noticed!

We think you need these skills to ace Aspiring Financial Adviser

Building Trust
Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Identifying Sales Opportunities
Oral Communications
Probing Questions
Qualifying Prospects
Sales Data Management
Sales Software
Strategic Selling
Strengthening Customer Relationships
Action Oriented
Decision Quality

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for becoming a Financial Adviser shine through. We want to see that entrepreneurial spirit and how you can champion our customers' financial goals!

Tailor Your Application: Make sure to customise your application to highlight the skills mentioned in the job description. We’re looking for customer-focused individuals, so share examples of how you've built trust and strengthened relationships in the past.

Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that communicate your qualifications effectively. Avoid jargon and make it easy for us to see why you’re a great fit!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with Old Mutual.

How to prepare for a job interview at Old Mutual Limited

✨Know Your Financial Stuff

Brush up on your financial knowledge before the interview. Understand basic concepts like investment strategies, insurance products, and financial planning. This will help you answer questions confidently and show that you're serious about becoming a Financial Adviser.

✨Showcase Your People Skills

As a Financial Adviser, building trust with clients is key. Prepare examples of how you've successfully interacted with customers in the past. Think about times when you’ve provided excellent service or resolved issues effectively—these stories will highlight your customer-focused approach.

✨Ask Thoughtful Questions

Interviews are a two-way street! Prepare some insightful questions about the company’s approach to customer service and financial advising. This shows your genuine interest in the role and helps you assess if the company aligns with your values.

✨Practice Makes Perfect

Conduct mock interviews with friends or family. Focus on articulating your thoughts clearly and confidently. Practising common interview questions can help you feel more at ease and ready to impress during the actual interview.

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