Advancing Financial Adviser
Advancing Financial Adviser

Advancing Financial Adviser

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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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 passion for Africa's growth.
  • Benefits: Competitive salary, flexible working hours, and opportunities for personal development.
  • Why this job: Make a real difference in people's lives by guiding them through their financial journeys.
  • Qualifications: Matric and 12 months of experience in financial services required.
  • Other info: A valid driver’s licence and own car are essential for this role.

The predicted salary is between 36000 - 60000 £ 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 February 2026, 23:59

Advancing Financial Adviser employer: Old Mutual

At Old Mutual, we are committed to fostering a vibrant and inclusive work culture that empowers our employees to thrive. As an Advancing Financial Adviser, you will benefit from comprehensive training and development opportunities, enabling you to grow your career while making a meaningful impact in the community. Our focus on collaboration and innovation, combined with our belief in the African opportunity, makes Old Mutual an exceptional employer for those looking to contribute to a brighter future.
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Contact Detail:

Old Mutual Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Advancing Financial Adviser

✨Tip Number 1

Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly explain who you are and what you bring to the table. A confident, concise pitch can make all the difference.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can keep you top of mind for hiring managers. It shows you’re genuinely interested and can help strengthen that connection you’ve built.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, it’s super easy to navigate!

We think you need these skills to ace Advancing Financial Adviser

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; give us examples of how you’ve used them in past roles. Whether it’s consultative selling or customer feedback management, we want to see how you’ve made an impact in your previous 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

✨Know Your Financial Stuff

Make sure you brush up on your financial services knowledge, especially around long-term insurance and investments. Be ready to discuss your previous experience as a Financial Adviser and how it relates to the role 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 specific scenarios to demonstrate your consultative selling approach and how it has benefited your clients.

✨Be Customer-Focused

Old Mutual values customer service, so think about how you can highlight your customer feedback management skills. Share stories that showcase your ability to strengthen customer relationships and ensure accountability in your work.

✨Communicate Effectively

Practice your oral communication skills before the interview. Be clear and concise when answering questions, and don’t hesitate to ask probing questions yourself to show your interest in understanding the company’s needs and culture.

Advancing Financial Adviser
Old Mutual
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  • Advancing Financial Adviser

    Full-Time
    36000 - 60000 £ / year (est.)
  • O

    Old Mutual

    1000+
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