Financial Adviser Campaign

Old Mutual Limited

Financial Adviser at Old Mutual guiding clients through financial decisions and managing portfolios. Building lasting relationships with clients and staying informed on financial regulations and products.

Posted 7/12/2026full-timeBloemfontein • 🇿🇦 South AfricaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advising, including managing client portfolios and conducting financial assessments. Strong focus on customer service excellence and building long-term client relationships.

Highest-signal resume keywords

Financial Services ExperienceLong-Term Insurance Class of BusinessConsultative SellingCustomer Feedback ManagementSales Data Management

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial AssessmentsPortfolio ManagementSales SoftwareEvaluating InformationIdentifying Customer Needs

Soft Skills

Customer-FocusedOral CommunicationsProbing QuestionsQualifying ProspectsStrengthening Customer Relationships

Certifications & Qualifications

Matric or EquivalentValid Driver's Licence

Industry Keywords

Financial AdvisingClient PortfoliosFinancial ProductsCustomer ServiceSales Opportunities

About the role

Key responsibilities & impact

Advise clients on financial matters
Manage client portfolios
Build and maintain client relationships
Conduct financial assessments of clients
Stay updated on financial products and regulations
Collaborate with team members for client service excellence

Requirements

What you’ll need

A minimum of Matric or equivalent
A minimum 12 months’ financial services experience as a Financial Adviser
Long-term Insurance Class of Business completion
A valid driver’s licence and own car
A clear criminal and credit check
Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Customer Understanding
Evaluating Information
Identifying Customer Needs
Identifying Sales Opportunities
Oral Communications
Probing Questions
Qualifying Prospects
Sales Data Management
Sales Software
Strategic Selling
Strengthening Customer Relationships

Benefits

Comp & perks

Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.