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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: Earn competitive commission, receive medical aid, and enjoy continuous learning opportunities.
- Why this job: Unleash your potential while making a real difference in people's lives.
- Qualifications: Matric certificate and a valid driver's license; finance experience is a plus.
- Other info: Dynamic team culture with mentorship and career development.
The predicted salary is between 36000 - 60000 £ per year.
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser. Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover.
A great culture with people who do great things every day. Development coach/mentor and continuous learning programmes.
If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day.
Qualification and Experience:- Senior Certificate (Matric / Grade 12/ NQF 4)
- A valid Driver's License with your own vehicle or access to a vehicle
- Branch working hours Monday - Saturdays
- Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
- Required to cover a desk fee charge from month 4
- Clear credit and Criminal records
- 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
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent.
Closing Date: 27 February 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.
Branch Financial Adviser employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Branch Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance and insurance sectors. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. The more connections you make, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice your pitch! You need to be able to sell yourself just as well as you’ll sell financial products. Prepare a short, engaging introduction about who you are and what you bring to the table. This will help you stand out when meeting potential employers or clients.
✨Tip Number 3
Show off your skills! When you get the chance to meet with hiring managers, be ready to discuss your experience in building trust and managing customer relationships. Use real-life examples to demonstrate how you’ve excelled in these areas – it’ll make you memorable!
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making the application process smooth and easy for you. Plus, it shows you’re serious about joining our team. So, hit that apply button and let’s write Africa’s story together!
We think you need these skills to ace Branch Financial Adviser
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through. We want to see why you're excited about becoming a Financial Adviser and how you connect with our mission at Old Mutual.
Tailor Your CV: Make sure your CV is tailored to highlight your relevant experience in finance, banking, or insurance. We love seeing how your skills align with what we’re looking for, so don’t hold back!
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so make sure your key achievements and skills are easy to spot. No need for fluff!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Old Mutual Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and services. Be ready to discuss how you can help clients with their financial goals. This shows that you're not just a people person, but also someone who understands the industry.
✨Showcase Your Networking Skills
Prepare examples of how you've built relationships in previous roles. Whether it's through networking events or client meetings, be ready to share specific instances where your relationship-building skills made a difference.
✨Demonstrate Customer Focus
Think about times when you've gone above and beyond for a customer. Highlight your ability to listen to their needs and provide tailored solutions. This will show that you truly understand the importance of customer service in this role.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and the role itself. This not only shows your interest but also helps you determine if the company is the right fit for you. Remember, interviews are a two-way street!
