Old Mutual Limited

Consultant

• Marketing (sell) OM‘s products to brokers
• Supporting the broker in their practice (cost efficiency and compliance)
• Promoting and educating(up-skilling) brokers on OM’s offering/products
• Building partnering relationships with brokers
• Promoting self-service tool and systems usage with brokers
• Partnering with the Sales Support to ensure efficient administration

Business Consultant

Business Analyst

• Support the Head of Channel Finance including representing the unit on various decision-making committees.
• Drive specific projects through analysis, consultation, and recommendations and then driving implementation.
• Financial modelling of new business initiatives or projects.
• Understanding and interpreting business requirements and translating them into analytical reporting.
• Present insights to business to enable strategic decision-making process.
• Create and refine financial models for forecasting, budgeting, and strategic planning.
• Generate monthly, quarterly, and annual financial reports, offering clear insights into performance against goals.

Finance Business Analyst

Architect

• Define and maintain the digital channels architecture (web/app) aligned with business strategy and enterprise architecture.
• Develop target-state architectures and transition roadmaps for digital platforms.
• Ensure robustness, resilience, security, and reliability in all channel designs.
• Ensure architectural conformance to approved reference models and standards.
• Ensure digital channels comply with OM Bank’s enterprise controls for PII handling, data lineage, audit trails, and observability standards.
• Document and manage deviations from architecture and ensure traceability.
• Embed regulatory compliance (e.g., POPIA, GDPR) and security controls into channel designs.
• Work closely with product owners, IT squads, business analysts, and other domain architects.
• Provide architectural guidance and mentorship to delivery teams.
• Engage with global and cross-functional teams to ensure alignment and reuse.
• Drive innovation in customer experience, personalization, and omnichannel enablement.

Domain Architect – Channels

Financial Planning and Analysis

• Advancing Financial Advisers provide financial advice and services to clients.
• Identifying clients’ financial needs and recommending suitable products.
• Building and maintaining client relationships to foster trust and loyalty.
• Continuously updating knowledge of financial products and regulations.

Advancing Financial Adviser

• Championing our valued customers to achieve their lifetime goals
• Identifying financial needs
• Providing sound financial advice
• Recommending and implementing financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Commissioned Financial Adviser

• Offer financial advice to clients
• Supplement value proposition and/or income
• Build trust and strengthen customer relationships
• Identify sales opportunities and manage sales data

Part Time Financial Adviser – Butterworth and Surrounds

• Championing customers to achieve their lifetime goals by identifying financial needs
• Providing sound financial advice
• Recommending and implementing "fit for purpose" financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers

• Championing customers to achieve lifetime goals by identifying financial needs
• Providing sound financial advice
• Recommending and implementing financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

• Offer financial advice to clients
• Supplement the existing role with financial services

Part Time Financial Adviser

• Champion valued customers to achieve lifetime goals by identifying financial needs
• Provide sound financial advice and implement financial plans and solutions
• Responsible for procurement of new business
• Expand sales of products and services with existing customers

• Championing our valued customers to achieve their lifetime goals by identifying their financial needs
• Providing sound financial advice
• Recommending and implementing "fit for purpose" financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Commissioned Financial Adviser – Mthatha and Surrounds

• Forge an entirely unique, exciting career path
• Provide exceptional advice and quality service to customers
• Collaborate with clients to understand their financial needs

Financial Adviser

• Champion valued customers to achieve their lifetime goals
• Identify financial needs and provide advice
• Recommend and implement financial plans and solutions
• Procure new business and expand sales with existing customers

Commissioned Financial Adviser – Pietermaritzburg, Howick and Surrounds

• Advise clients on financial services and products
• Build and sustain client relationships
• Conduct needs analysis to recommend suitable financial solutions
• Meet sales targets and objectives
• Ensure compliance with industry regulations

• Champion valued customers to achieve their lifetime goals
• Identify financial needs and provide advice
• Recommend and implement financial plans and solutions
• Procure new business and expand existing customer sales