Aspiring Financial Adviser

Old Mutual Limited

Aspiring Financial Adviser analyzing financial needs and recommending solutions. Joining Old Mutual to guide customers in achieving their financial goals.

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

About the role

Key responsibilities & impact

Champion our valued customers to achieve their lifetime goals by identifying their financial needs.
Provide sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Requirements

What you’ll need

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Benefits

Comp & perks

Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.
Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services which puts our people at the heart of everything we do.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer advocacyfinancial advisingneeds assessmentsolution implementation

Certifications

NQF Level 4Grade 12School leaving CertificateNational CertificateOccupational Certificate