Financial Adviser

Old Mutual Limited

Advancing Financial Adviser providing customer service and relationship management in South Africa. Assisting customers and developing relationships through various activities and compliance with standards.

Posted 6/24/2026full-timeHartswater • 🇿🇦 South AfricaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Carry out standard customer service activities and handle simple customer inquiries.
Assess compliance with established standards and protocols for routine inquiries.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Make calls (by telephone or in person) to allocated potential customers to develop relationships.
Provide a first point of contact for resolving customer queries and complaints.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Carry out routine business development support tasks and assist others by following established procedures.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Requirements

What you’ll need

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Benefits

Comp & perks

Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

customer servicecommunicationrelationship buildingproblem solvingnetworkingdata entryattention to detailsales skillscompliance assessmentbusiness development support

Certifications

NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate