About this role
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
What is a financial adviser?
Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.
What is required of you?
A accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.
You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.
What do we need from you?
Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A clear criminal and credit check
A minimum of 3 years working experience (preferably in sales)
Proven computer literacy (MS Office suite)
Excellent communication skills (written and verbal)
Personal Qualities
Interacting with People
Embracing Change
Articulating Information
Meeting Timescales
Interpreting Information
Developing Strategies and Producing Output
Pursuing Goals
Ability to convince and influence
Seizing Opportunities
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
So what now ?
If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now! <……………………>
What is a financial adviser?
Skills
Adaptability, Articulating (Inactive), Goal Planning, Influence, Microsoft Office, Seizing Opportunities (Inactive), Strategy DevelopmentCompetencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
High School (Grade 12)Closing Date
30 April 2026 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Other facts
About Old Mutual Limited
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society.
In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.
We employ more than 30 000 people and operate in 14 countries across two regions Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini) as well as Asia (China)
So why work here?
We believe you can shape the future with us – a future where we build a better Africa together. That’s why we’re committed to creating opportunities that will give you an edge on the rest. Once you’re part of our team, you will have access to the best breed of advice, tools and frameworks that will equip you to be your exceptional best. #MomentsThatMatter
What you'll do
- The MFC Virtual Adviser will provide proactive financial services and advice to customers, maintaining superior service delivery through strong client relationships. The role requires recommending financial solutions aligned with customer goals and compliance frameworks.
Ready to join Old Mutual Limited?
Take the next step in your career journey