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

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

Newcastle upon Tyne Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients achieve financial success while building lasting relationships.
  • Company: Join Old Mutual, a leader in financial services with a commitment to Africa's growth.
  • Benefits: Competitive salary, career development, and the chance to make a real difference.
  • Why this job: Be part of a dynamic team shaping Africa's financial future.
  • Qualifications: Matric and 12 months' experience in financial services required.
  • Other info: Must have a valid driver's licence and own car; excellent communication skills are essential.

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
  • Proven computer literacy
  • Excellent communication skills (written and verbal)
  • Sound planning and organising abilities
  • Ability to collate, analyse and synthesise information
  • Entrepreneurial mindset
  • Sound business acumen
  • Grit, resilience and tenacity
  • Excellent listening skills with the ability to translate customer engagements into sales.

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

  • NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 January 2026, 23:59

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

At Old Mutual, we pride ourselves on being an exceptional employer that champions the African opportunity through a diverse and inclusive work culture. Our Newcastle/Vryheid location offers employees not only competitive benefits and a supportive environment for personal and professional growth but also the chance to make a meaningful impact in the financial services sector. Join us to advance your career while contributing to a legacy of trust and excellence in serving our communities.
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Contact Detail:

Old Mutual Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, or even hit up LinkedIn to find potential contacts. 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 someone, be ready to talk about your experience and what makes you a great fit for the role. Keep it concise and engaging – think of it as your personal brand elevator pitch!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. Mention something specific from your conversation to remind them why you’re the perfect candidate.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our team!

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

Financial Services Experience
Long-term Insurance Class of Business
FAIS Requirements Completion
Regulatory Examination 5 (RE5)
Computer Literacy
Excellent Communication Skills
Planning and Organising Abilities
Information Analysis and Synthesis
Entrepreneurial Mindset
Business Acumen
Grit and Resilience
Listening Skills
Consultative Selling
Customer Service
Sales Data Management

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!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your entrepreneurial mindset aligns with our vision at Old Mutual.

Showcase Your Communication Skills: Since excellent communication is key, ensure your application is clear and well-structured. We want to see your ability to convey information effectively right from the start!

Apply Through Our Website: Don’t forget to apply 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!

How to prepare for a job interview at Old Mutual

✨Know Your Stuff

Make sure you brush up on your financial services knowledge, especially around long-term insurance and investments. Familiarise yourself with the latest trends in the industry and be ready to discuss how they impact your potential clients.

✨Showcase Your Skills

Prepare examples that highlight your consultative selling skills and customer service experience. Think of specific situations where you've successfully identified customer needs and turned them into sales opportunities.

✨Be a People Person

Since communication is key in this role, practice your verbal and written communication skills. Be ready to demonstrate how you build relationships and instil trust with clients during the interview.

✨Plan and Prepare

Organise your thoughts and prepare questions to ask the interviewer about the company culture and expectations. This shows your interest and helps you assess if the role is the right fit for you.

Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds) in Newcastle upon Tyne
Old Mutual
Location: Newcastle upon Tyne
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  • Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds) in Newcastle upon Tyne

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

    Old Mutual

    1000+
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