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Old Mutual Limited

Financial Adviser

Old Mutual Limited

Financial Adviser assisting clients in achieving financial goals and building a rewarding career with Old Mutual. Focused on customer service, client relationships, and developing a client portfolio in South Africa.

Posted 7/14/2026full-timeGeorge • 🇿🇦 South AfricaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in client relationship management and delivering exceptional customer service within the financial industry. Holds necessary qualifications and regulatory certifications to effectively support clients in achieving their financial goals.

Highest-signal resume keywords
Financial Industry ExperienceRegulatory Examination/RE5FAIS Approved Tertiary QualificationClass Of Business/CPD PointsClient Relationship 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 Goal AchievementCustomer Service ExcellenceClient Relationship Development
Soft Skills
Communication SkillsInterpersonal Skills
Certifications & Qualifications
Senior Certificate (Matric / Grade 12)Regulatory Examination/RE5FAIS Approved Tertiary Qualification
Industry Keywords
Financial IndustryVetting RequirementsClass Of BusinessCPD Points

About the role

Key responsibilities & impact
  • Helping people achieve their financial goals.
  • Building and growing a rewarding career.
  • Developing and maintaining client relationships.
  • Delivering outstanding customer service.
  • Meeting all relevant vetting requirements.

Requirements

What you’ll need
  • Senior Certificate (Matric / Grade 12)
  • 24 months' financial industry experience.
  • Regulatory Examination/RE5
  • Applicable FAIS approved Tertiary Qualification
  • Class of business/CPD points
  • A valid Driver's License
  • Have your own vehicle or access to a vehicle for work purpose.

Benefits

Comp & perks
  • A rewarding career with one of South Africa's most trusted financial services brands.
  • Access to industry-leading training, development and ongoing support.
  • The opportunity to build and grow your own client portfolio.
  • A choice of career pathways within Old Mutual's distribution network, based on your experience, aspirations and career goals.