FINANCIAL ADVISOR

Job Title: Financial Advisor
Business Portfolio: Personal Finance Advice
Job Family: Sales and Distribution
Theme of Work: Quality
Vacancy Number:
Closing Date:

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.

I understand and accept that, by applying for this role, I authorise Old Mutual, in its capacity as employer, to access my personal information stored on Oracle, and to utilise said information for recruitment purposes for this role.

Job specification

Key focus of the role:
This satisfying and challenging career exists for a suitably qualified and mature individual who is seeking a full time opportunity in the financial services sector.

This position is situated in Gauteng and surrounding areas and in this role you will form part of a team of Financial Advisers, reporting to a dedicated Development Manager.

The nature of this job is to assist customers in the Middle/ Upper Income Market in Gauteng with achieving their lifetime goals, by providing advice and recommending appropriate financial solutions. This entails the following activities;

• Generate own leads and prospects
• Set up individual meetings with prospective clients
• Identify the client’s personal financial goals. We start by understanding the clients desired future and what is getting in the way of achieving their goals
• Analyse the client’s personal financial position to identify actions to be taken. Our advice must be clear and simple so people feel in control of their finances and excited about their future.
• Create a financial action plan, recommending suitable financial actions and products to be considered. We guide our clients and outline the tangible steps towards their goals.
• Implementing action plans by recommending appropriate financial solutions. The plan should first address the challenge of today through expense management.
• Delivering post sales care by regularly reviewing the customer’s financial portfolios


A dedicated development manager will assist you with developing your business skills, establishing and growing your practice.

Minimum requirements
• Senior certificate (matric)
• Degree: B Com or marketing (advantageous)
• Previous work experience (4+ years/ industry experience advantageous)
• Computer literate
• Industry Fit and Proper related Compliance/ Legislative requirements
• Clear credit and criminal record
• Own vehicle
• Willingness to travel locally
• Valid Driver’s Licence

Required Skills and Competencies
• Appropriate gathering and use of information for decision making
• Customer Centricity
• Planning and Organizing
• Leading with Influence
• Collaborating (Relating)
• Personal Mastery
• Tenacity
• Innovation
• Strong interpersonal and Networking skills
• Technical Knowledge- Market identification and Technology

Although the successful candidates will be based at an office, it is not a typical 9-5 office job. You will have to travel locally to meet with clients, and it may involve working after hours and/or on Saturdays.