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Financial Advisor - Fourways

Old Mutual Personal Financial Advice

Johannesburg

1001-2500⁠ Employees

Permanent

Full Time

2 days ago

I'm interested

Top skills

You're a great fit for this role if you have the following skills:

Financial services

Financial Consulting

Networking

Credit

Advisory

Old Mutual Personal Financial Advice

Transform Lives, Build Your Legacy, Uncapped Commission

Imagine a career where every conversation has the power to change lives. As a trusted financial adviser, you will empower people to achieve lifetime financial aspirations and a play a meaningful role in their journey to financial freedom by offering tailored advice, managing investments, and guiding their overall financial well-being. A purpose driven profession, where you can create your own wealth by building relationships and partnering with clients at the most prestigious and well-established financial services company on the continent, Old Mutual.

What You’ll Do

Build lasting client relationships through prospecting, networking, and referrals.
Conduct in-depth financial needs analyses and recommend Old Mutual’s trusted products.
Become accredited in Old Mutual Personal Financial Advice products to service your segment customers
Compliance with our processes and standards as well as relevant financial services laws and regulations.
Deliver life-changing financial advice using our proven 6-step planning process.
Stay ahead of economic, political, and regulatory trends to provide cutting-edge advice.
Maintain compliance with FAIS regulations and keep CPD points up to date.
Stay informed of changes in economic, political and regulatory environment.

What You Bring

Matric certificate / Grade 12
18 months of financial services experience (e.g., sales, client service, or advisory roles).
Regulatory Examination (RE5) completed or in progress and CPD.
Valid driver’s licence and own vehicle.
Clear criminal and credit record.
Exceptional communication, planning, and analytical skills.
A passion for helping clients and confidence to consult and influence

Why This Role?

Join Old Mutual PFA and build a thriving practice. With our trusted brand and unparalleled support, you’ll outpace competitors and create a career of wealth and purpose.

Read the full job description here.

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Company headquarters: 40 Galaxy Avenue, Linbro Office Park, Johannesburg
Registration Number (1999/005423/07)
Managing Directors: Desmond O´Grady, Greig Smith, Orla Moran