Old Mutual Limited

Advancing Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Durban • South Africa

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Job Level

Junior

About the role

  • Provide personal financial advice to clients
  • Assist in building strong customer relationships
  • Conduct market research to identify customer needs and preferences
  • Maintain accurate records of client interactions and transactions

Requirements

  • 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.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer relationship managementfinancial advisingmarket researchrecord keeping
Certifications
Long-term Insurance Class of BusinessInvestments Class of BusinessRegulatory Examination 5 (RE5)FSCA-approved qualification