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- Tasks: Help clients achieve financial success while building strong relationships.
- Company: Join Old Mutual, a leader in the African financial sector.
- Benefits: Earn competitive commission, receive medical aid, and enjoy continuous learning.
- Why this job: Unleash your potential and make a real difference in people's lives.
- Qualifications: Matric certificate and 3 years of experience in finance or related fields.
- Other info: Dynamic team culture with mentorship and growth opportunities.
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.
Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser. Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover.
A great culture with people who do great things every day. Development coach/mentor and continuous learning programmes.
If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!
Qualification and Experience:- Senior Certificate (Matric / Grade 12/ NQF 4)
- A valid Driver’s License with your own vehicle or access to a vehicle
- Branch working hours Monday - Saturdays
- Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
- Required to cover a desk fee charge from month 4
- Clear credit and Criminal records
- Building Trust
- Consultative Selling
- Customer Feedback Management
- 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
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date: 27 February 2026, 23:59
Branch Financial Adviser (Newcastle) in Newcastle upon Tyne employer: Old Mutual
Contact Detail:
Old Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Branch Financial Adviser (Newcastle) in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance and insurance sectors. Attend local events, join online forums, or even hit up LinkedIn to find potential contacts who can help you land that Financial Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a clear and concise elevator pitch ready that highlights your skills and experience in finance. This will help you make a great first impression.
✨Tip Number 3
Follow up after interviews! If you've had a chat with someone about the position, drop them a quick thank-you email. It shows you're keen and keeps you on their radar. Plus, it’s a great way to reinforce your interest in the role.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It makes it easier for us to track and consider you for the Branch Financial Adviser position. Don’t miss out on this opportunity!
We think you need these skills to ace Branch Financial Adviser (Newcastle) in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your networking and relationship-building skills, as these are key for a Financial Adviser role.
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 background makes you a great fit. Be genuine and let your personality come through.
Showcase Relevant Experience: If you've got experience in finance, banking, or insurance, make it front and centre. We want to see how your past roles have prepared you for this opportunity, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Old Mutual
✨Know Your Stuff
Make sure you understand the financial products and services offered by the company. Brush up on your knowledge of personal finance, investment strategies, and the specific needs of clients in Newcastle. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Networking Skills
As a Financial Adviser, building relationships is key. Prepare examples of how you've successfully networked in the past. Think about times when you’ve built trust with clients or colleagues, and be ready to share these stories during the interview.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, training programmes, and growth opportunities. This not only shows your interest but also helps you determine if the company is the right fit for you.
✨Demonstrate Your Customer Focus
Be ready to discuss how you prioritise customer needs and feedback. Share specific examples of how you've gone above and beyond for clients in previous roles. This will highlight your commitment to providing exceptional service, which is crucial for a Financial Adviser.
