Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Mthatha • South Africa

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Job Level

Junior

About the role

  • Provide exceptional financial advice and quality service to your customers
  • Help clients achieve their financial goals and manage their investments

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
  • A valid driver’s licence and own car
  • A clear criminal and credit check
Benefits
  • 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.

Hard Skills & Tools
financial adviceinvestment managementlong-term insurancefinancial services experienceFAIS requirementsRegulatory Examination 5 (RE5)Investments Class of Business
Soft Skills
customer servicegoal achievement
Certifications
FSCA-approved qualification