Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds) in Newcastle upon Tyne

Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds) in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 40500 - 49500 £ / year (est.) No working from home possible
Old Mutual South Africa

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 with a diverse team.
  • Benefits: Enjoy competitive earnings, flexible working hours, and personal growth opportunities.
  • Other info: Be part of a dynamic team focused on collaboration and customer success.
  • Why this job: Make a real difference in people's lives while building your entrepreneurial skills.
  • Qualifications: NQF Level 5 qualification or equivalent; strong communication and sales skills.

The predicted salary is between 40500 - 49500 £ 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. 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:

  • Building Trust
  • Consultative Selling
  • 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
  • Drives Results
  • Ensures Accountability

Education: NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date: 30 October 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.

Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds) in Newcastle upon Tyne employer: Old Mutual South Africa

Old Mutual South Africa is an excellent employer that values its employees by fostering a supportive work culture focused on professional growth and development. With a commitment to customer service excellence, employees enjoy comprehensive training programs and opportunities for career advancement, all while working in a dynamic environment that encourages innovation and teamwork. Located in a vibrant area, the company also offers competitive benefits that enhance work-life balance, making it a rewarding place to build a meaningful career.

Old Mutual South Africa

Contact Details:

Old Mutual South Africa Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds) in Newcastle upon Tyne

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Old Mutual South Africa. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds) in Newcastle upon Tyne

Building Trust
Consultative Selling
Customer-Focused
Customer Service
Customer Understanding
Direct Selling
Identifying Sales Opportunities

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Old Mutual South Africa.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Old Mutual South Africa's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

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

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Old Mutual South Africa.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Old Mutual South Africa will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Old Mutual South Africa employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.