Experienced Financial Advisor
Experienced Financial Advisor

Experienced Financial Advisor

London 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 committed to African opportunities.
  • Benefits: Enjoy a full-time role with potential for growth and a dynamic work environment.
  • Why this job: Be part of a diverse team making a real impact in people's lives.
  • Qualifications: Looking for self-motivated individuals with an entrepreneurial spirit.
  • Other info: Applications close on 19 June 2025; we value diversity and inclusion.

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

Experienced Financial Advisor page is loaded Experienced Financial Advisor Apply locations East London time type Full time posted on Posted 16 Days Ago job requisition id JR-64256 Let\’s Write Africa\’s Story Together! 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. Responsible for the procurement of new business Expand sales of products and services with existing customers Work mainly on own leads Skills Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability Education Closing Date 19 June 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! Similar Jobs Experienced Financial Advisor – East London – Full time – Posted 16 Days Ago Aspiring Financial Advisor – East London – Posted 30+ Days Ago Associate Financial Advisor – East London – Full time – Posted 16 Days Ago #J-18808-Ljbffr

Experienced Financial Advisor employer: Old Mutual Limited

Old Mutual is an exceptional employer that champions the entrepreneurial spirit of its employees while fostering a collaborative and inclusive work culture. Located in East London, we offer our financial advisors not only competitive remuneration but also extensive training and development opportunities to help them thrive in their careers. Join us to make a meaningful impact in the lives of our customers as we work together to achieve their financial goals.
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Contact Detail:

Old Mutual Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Experienced Financial Advisor

✨Tip Number 1

Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with current financial advisors and learn about their experiences at companies like Old Mutual.

✨Tip Number 2

Research Old Mutual's values and mission. Understanding their commitment to the African opportunity and customer-centric approach will help you align your discussions during interviews and demonstrate your enthusiasm for the role.

✨Tip Number 3

Prepare to discuss your entrepreneurial spirit and how it relates to financial advising. Think of specific examples where you've taken initiative or driven results, as this aligns with the qualities they are looking for.

✨Tip Number 4

Familiarise yourself with the latest financial products and services offered by Old Mutual. Being knowledgeable about their offerings will not only boost your confidence but also show your commitment to providing sound financial advice.

We think you need these skills to ace Experienced Financial Advisor

Financial Analysis
Investment Knowledge
Risk Assessment
Client Relationship Management
Sales Skills
Communication Skills
Negotiation Skills
Problem-Solving Skills
Time Management
Regulatory Knowledge
Customer Service Orientation
Networking Skills
Entrepreneurial Mindset
Adaptability

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of an Experienced Financial Advisor. Familiarise yourself with the skills required, such as customer focus and effective communication, to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial advising or related fields. Use specific examples to demonstrate how you've successfully identified clients' financial needs and implemented effective solutions.

Craft a Compelling Cover Letter: Your cover letter should reflect your passion for helping clients achieve their financial goals. Discuss your entrepreneurial spirit and how it aligns with Old Mutual's mission. Make sure to address why you're interested in this specific role and company.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Old Mutual Limited

✨Showcase Your Financial Knowledge

Be prepared to discuss your understanding of financial products and services. Highlight any relevant qualifications or certifications you have, and be ready to explain how you've successfully advised clients in the past.

✨Demonstrate Customer Focus

Since the role involves championing customers' financial goals, share examples of how you've prioritised customer needs in previous roles. Discuss how you build relationships and trust with clients to ensure their satisfaction.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills and ability to handle various client situations. Think of specific scenarios where you identified a client's needs and provided tailored financial solutions.

✨Emphasise Your Entrepreneurial Spirit

Old Mutual values self-motivated individuals with an entrepreneurial mindset. Be ready to discuss how you've taken initiative in your career, whether through generating leads, expanding your network, or driving sales results.

Experienced Financial Advisor
Old Mutual Limited
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