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Old Mutual Limited

Financial Adviser

Old Mutual Limited

Financial Adviser at Old Mutual providing financial services and planning for clients. Requires financial experience and certifications to support client needs.

Posted 6/24/2026full-timeVredenburg • 🇿🇦 South AfricaJuniorWebsite

About the role

Key responsibilities & impact
  • Advise clients on financial services
  • Construct financial plans for clients
  • Maintain client relationship and engagement

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • Completion of additional FAIS requirements such as Investments Class of Business
  • Regulatory Examination 5 (RE5)
  • A valid driver’s licence and own car

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Soft Skills
client relationship managementclient engagementadvisory skills
Certifications
Long-term Insurance Class of Business