MFC Salaried Financial Advisor page is loaded
MFC Salaried Financial AdvisorApply locations Grahamstown time type Full time posted on Posted 2 Days Ago job requisition id JR-10507
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
What is a financial adviser? The role of a financial adviser demands utmost professionalism, integrity, and a customer-centric approach.
An accredited financial adviser commands the respect and trust of customers who entrust their and their families' financial futures to them.
The role calls for formal in-house training, the completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and requires continuous professional development.
As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you? Provide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.Continuous personal development through the attendance and completion of accredited courses and programmes is essential.Providing relevant and appropriate financial advice hinges on a complete understanding of the customer's personal and financial circumstances and their goals or dreams for the future.
Interpersonal and communication skills to build solid relationships are fundamentally important.What do we need from you? A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Driver's licence and your own carA clear criminal and credit checkA minimum of 3 years working experience (preferably in sales)Proven computer literacy (MS Office suite)Excellent communication skills (written and verbal)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.
Please note: There is no closing date for this advert.
Open for applicants to submit at all times.
Applicants that meet the requirements will be reviewed and referred to available vacancies. Skills Competencies Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation Closing Date 05 August 2025, 23:59
The 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. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail.
Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. The Old Mutual Story! About UsOld Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.
The lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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