Advancing Financial Adviser

Old Mutual Limited; City of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the United Kingdom seeks an Entry-level Financial Adviser. The role requires a minimum of Matric or equivalent, along with at least 12 months' experience in financial services. Candidates should possess a valid driver’s license and their own car. Competencies such as consultative selling and customer service are essential. This full-time position offers an opportunity to grow within the finance and sales sector, working towards customer satisfaction and building strong relationships.

Qualifications

• Minimum of Matric or equivalent required.
• 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion needed.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Oral Communications

Sales Data Management

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

2 days ago – Be among the first 25 applicants

Let’s Write Africa’s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Qualifications And Experience

• A minimum of Matric or equivalent
• A minimum 12 months’ financial services experience as a Financial Adviser
• A minimum of Long‑term Insurance Class of Business completion
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA‑approved qualification will be advantageous

Other Requirements

• A valid driver’s licence and own car
• A clear criminal and credit check

Skills

• Consultative Selling, Customer Feedback Management, Customer‑Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• Matriculation Certificate (Matric)

Closing Date

15 January 2026 , 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.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Finance and Sales