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- Tasks: Provide tailored financial advice and develop business plans to achieve performance targets.
- Company: Join Old Mutual, a leading African financial services organisation with a commitment to diversity.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional growth.
- Why this job: Make a real impact in the financial sector while building your career.
- Qualifications: Must have Grade 12, valid driver’s licence, and FAIS compliance.
- Other info: Dynamic work environment with a focus on collaboration and accountability.
The predicted salary is between 28800 - 43200 £ per year.
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
- Provides advice in line with the customer value proposition & compliance framework.
- Develops, tracks & reviews business plan to meet individual performance targets.
- Works in specific allocated markets.
- Works with a specific range of products.
- Prospecting is limited.
- Receives a base salary & bonuses - no commission.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car.
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
- Clear criminal and credit check.
- Minimum of 3 years working experience (preferably in sales).
- Computer literacy (MS Word, Powerpoint and Outlook).
- Excellent communication skills (written and verbal).
- Presentations skills an added advantage.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date 25 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.
Salaried Financial Advisor (In-house) employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salaried Financial Advisor (In-house)
✨Tip Number 1
Network like a pro! Reach out to current employees at Old Mutual or in the financial advisory space. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by practising common questions and scenarios related to financial advising. We recommend role-playing with a friend to build confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring examples of how you've driven results in previous roles. Whether it’s through presentations or case studies, demonstrating your impact can set you apart from other candidates.
✨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.
We think you need these skills to ace Salaried Financial Advisor (In-house)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your FAIS compliance and any relevant sales experience. We want to see how you fit into our vision!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our goals. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and well-structured. Use proper grammar and spelling, and don’t hesitate to show off your presentation skills if you can!
Apply Through Our Website: We encourage you to apply directly 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 – just follow the prompts!
How to prepare for a job interview at Old Mutual Limited
✨Know Your Products
As a Salaried Financial Advisor, you'll be providing advice on specific products. Make sure you research and understand these products thoroughly. Familiarise yourself with their features, benefits, and how they align with customer needs. This will not only boost your confidence but also impress the interviewers.
✨Showcase Your Communication Skills
Excellent communication is key in this role. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to demonstrate how you've effectively communicated complex information to clients or colleagues. This will highlight your ability to connect with customers.
✨Prepare for Compliance Questions
Since this position falls under FAIS regulations, be ready to discuss compliance and ethical considerations. Brush up on the Fit and Proper requirements and be prepared to explain how you ensure honesty and integrity in your work. This shows that you take compliance seriously and understand its importance in the financial sector.
✨Demonstrate Your Results-Driven Mindset
The role requires achieving individual performance targets, so come prepared with examples of how you've driven results in previous positions. Discuss specific goals you set, the strategies you implemented, and the outcomes you achieved. This will illustrate your action-oriented approach and commitment to delivering results.
