Advancing Financial Adviser in London

Advancing Financial Adviser in London

London Full-Time 30000 - 40000 £ / year (est.) No home office possible
Old Mutual South Africa

At a Glance

  • Tasks: Help clients achieve their financial goals while building strong 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.
  • Other info: Opportunity for personal growth and making a real difference in people's lives.
  • Why this job: Be part of a mission to empower individuals and shape Africa's financial future.
  • Qualifications: Matric and 12 months' experience in financial services required.

The predicted salary is between 30000 - 40000 £ 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.

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

Other Requirements

  • A valid driver’s licence and own car
  • A clear criminal and credit check

Skills

  • 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

Competencies

  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

Education

  • Matriculation Certificate (Matric)

Closing Date

19 April 2026, 23:59

EEO Statement

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 in London employer: Old Mutual South Africa

Old Mutual is an exceptional employer that champions the African opportunity, fostering a diverse and inclusive work environment. With a strong focus on employee growth, we offer comprehensive training and development programmes tailored for Financial Advisers, ensuring you thrive in your career. Our supportive culture encourages collaboration and innovation, making it a rewarding place to contribute to Africa's financial narrative.
Old Mutual South Africa

Contact Detail:

Old Mutual South Africa Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Advancing Financial Adviser in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for an Advancing Financial Adviser role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Brush up on your consultative selling techniques and be ready to showcase your customer service skills. Practice common interview questions and think about how you can demonstrate your understanding of customer needs and sales opportunities.

✨Tip Number 3

Don’t just apply anywhere—apply through our website! We want to see your application come through directly, so make sure you’re using our platform. It shows you’re serious about joining Old Mutual and helps us keep track of your application.

✨Tip Number 4

Follow up after your interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Mention something specific from your conversation to remind them why you’re the perfect fit for the Advancing Financial Adviser position.

We think you need these skills to ace Advancing Financial Adviser in London

Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Evaluating Information
Identifying Customer Needs
Identifying Sales Opportunities
Oral Communications
Probing Questions
Qualifying Prospects
Sales Data Management
Sales Software
Strategic Selling
Strengthening Customer Relationships

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services experience and any relevant qualifications to show us you’re the right fit for the Advancing Financial Adviser role.

Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re passionate about this opportunity. Share your story, your motivations, and how you can contribute to Old Mutual’s mission of writing Africa’s story together.

Showcase Your Skills: Don’t just list your skills; provide examples of how you’ve used them in previous roles. Whether it’s consultative selling or customer feedback management, we want to see how you’ve made an impact in your past positions.

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 don’t miss out on any important updates regarding your application status.

How to prepare for a job interview at Old Mutual South Africa

✨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 a Financial Adviser at Old Mutual.

✨Showcase Your Consultative Selling Skills

Prepare examples of how you've successfully identified customer needs and closed sales in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your consultative selling approach.

✨Demonstrate Customer Focus

Think about times when you went above and beyond for a customer. Be ready to share these stories to show that you understand the importance of customer service and building strong relationships.

✨Ask Insightful Questions

Prepare thoughtful questions about Old Mutual’s vision and how they see the role of a Financial Adviser contributing to that. This shows your genuine interest in the company and helps you assess if it's the right fit for you.

Advancing Financial Adviser in London
Old Mutual South Africa
Location: London

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